Product: Households

Household Information

Bostonpost Property Manager starts storing contact information about people when an application is requested. As the application process progresses, additional information is added to the individual(s) as they evolve into a household.

A permanent history about current and prior household members allows a rental agent to look up a new applicant to find out if there has been any contact with that person in the past as a tenant or an applicant on another property waitlist.


The household view shows the status of the person or persons in that household and all related information along with a list of Tasks that may be completed. The view of a household changes to show only information and tasks that apply to that household. For example, the view of an existing tenant will not show the move-in task and the view of an inactive household will not show the move-in task until a new application has been processed.

Easy-to-use Task Wizards help users complete routine multi-step processes correctly , including:

  • Initial Certification
  • Annual Certification
  • Scheduled Recertification
  • Unscheduled Recertification
  • Unscheduled Recertification (W/O Verification)
  • Swap Counted Group
  • Swap Layer
  • Non-Revenue Certification
  • Interim Certification
  • Send New Application
  • Reject Application
  • Pre-Certify Household
  • Move-In Household
  • Move-Out Household
  • Undo Move-Out
  • Transfer Household
  • Evict Household
  • Manage Reasonable Accommodations
  • Modify EFT Choice
  • Assign USDA RD Rental Assistance
  • Terminate Assistance
  • Add New Voucher
  • Refund Deposits
  • Add Household Member
  • Add New Waitlist Entry
  • Remove Waitlist Entry
  • Offer Unit

 

The Household view has tabs for the following types of information:

General
 - Contact information, rent and subsidy details
Members
- Contact information for each person in the household
Waitlist
- Status for each waitlist
Notes
- Online notes
History
- Current and prior location and status of household members
References
- Personal and business references
Income & Expense
- Income & expense details
Eviction
- Eviction proceedings and history
Transactions
 - All tenant certifications (50059, 1944-8, LIHC TIC)
Accounting
- Current amounts due and receivable history
Reasonable Accommodations
- What accommodations have been agreed to
User Codes
 
Print Options
 

 

Household window - Summary tab in view