This interactive webinar will bring together the leading experts on program management: You and others like you! Join us for a peer-to-peer webinar and discover how to fine-tune your outreach and application pipeline. Together, we will discuss strategies to evaluate your current processes, pipeline management best practices, tactics to work smarter with online forms, and peer tips and tricks to be more applicant-centered. This learning webinar is ideal if you are currently receiving homebuyer applications and selling units, are interested in learning what other effective programs are doing, and/or are willing to share experiences with your peers. The registration form will ask several questions about your work and experiences, and Grounded Solutions Network staff may follow up with registrants to discuss their ideas and prepare examples for our discussion.

9. Tiffany Eng
Director of
HomeKeeper
Oakland, CA
Beth Sorce
Director of
Capacity Building
Boulder, CO
Jenee Gaynor
Capacity Building
Senior Specialist
Washington, DC

12. •

17. http://kidwinks.com/chicagokids/blog/water-fun-guide-for-chicago-kids-in-summer-2016.html

19. "I'm interested in
eliminating
application
barriers for the
disabled/elderly/
extremely
impoverished."
- Allie Berg,
Twin Cities Habitat
"I'd love to hear how
other orgs qualify
homebuyers."
- Rachel Fawcett,
Centre County
Housing and Land
Trust
"Just interested in
learning about the
application process in
other programs."
- Laurie Blackwood,
City of Watsonville

24. Susanne Hepburn
Homebuyer Coordinator
Covington, LA

25. What other
Status labels
do you use?

26. Enter your
estimated
pipeline
numbers below.
500:250:12
100:25:1
200:100:3

31. 4 people
23 hours
8 weeks
How long does it
take an applicant
to move through
YOUR process?

33. •
•
•
What challenges
do you have with
managing your
pipeline?

34. "We scan completed
applications so we don't have
to deal with physical storage."
- Eric Swanson, City of Boulder
"We include a thorough checklist at
the beginning and end of the
application."
- Maria Starck, Lexington
Community Land Trust
"Our online database is tied to
our online application which has
made data transfer super quick!"
- Allie Berg, Twin Cities Habitat
"Get applicants pre-qualified
before doing anything else."
- Susanne Hepburn,
Northshore Housing Trust
"We're leveraging HomeKeeper and
Salesforce to automate our process"
- Patrick Urion, Homestead CLT

35. What ideas can
you share to
make the process
more efficient?
"Are we asking for too much
information when less would do?
Do we need W-2s and schedules
and full tax returns? Does this
make the application process more
onerous than is necessary?"
- Maria Stark
Administration and Services
Coordinator

36. Graphic designed by Amanda Papapietro
How do you help
applicants understand
the process, timeline and
likelihood of moving
onto the next step?

38. Closer to Being a
Homeowner
LevelofEffort
AndInfoCollected

44. What other
benefits are there?

45. Chris Hall
Program Manager
Yellow Springs, OH
Please share your
experience and
procedures!

46. If you have a wait
list, what is
required to get on
the list?

47. Aaron Baluyot
Real Estate Consultant
Oakland, CA

52. Application Process
Eligibility Criteria
Downloadable application
materials
Pre-screening
questionnaire
Eligibility Form
Online Application

53. How have online
forms saved you
time or money?

55. Available anytime
Automatically submitted
No printer needed
No scanner needed
Immediate feedback

57. What have you
done with your
data?

58. 1. Everyone Saves Time
2. Target More Effectively
3. Meet Consumer Demand
4. Consolidate and
Collaborate
5. Work Smarter
Any final
questions?

60. •
•
•
•
•