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Waiting Lists
VisualHOMES Waiting Lists module gives you the powerful flexibility you need to successfully manage your Agency’s intake processes, applicants and eligibility requirements. Comprehensive applicant management features, including the ability to maintain multiple lists with Agency-defined preferences, streamline your daily processing needs. Integration with Section 8 and Leased Housing, as well as Public Housing and Property Management give you maximum control and visibility.
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Highlights
Flexibility
Maintain multiple Waiting Lists (an unlimited number), including Site-based, Program-based, etc., as well as an Agency-wide consolidated/ centralized list
Quick Data Entry
Easy-to-use, tab-based screens with drill-down and shortcut icons allow quick data entry, express navigation and centralized access to all relevant information
Web Pre-App
Ability to interface with and process pre-applications received via the Web
Manage Applicants
Applicants can be easily added to multiple Programs simultaneously
Multiple Programs
Ability to allow Families/Applicants to apply for multiple programs while maintaining their position on each list independently based on locally defined preferences, the date of the application, and/or the time of the submittal
Agency Preferences
Ability to rank across programs, bedroom size etc., automatically factoring in Agency-defined Preferences
Other Features Include:
- Easily sort any list with a single click by tenant last name, applicant date, rank, case worker, etc.
- Users can easily “tailor” the view of Waiting Lists on their desktop using pre-built filters
- Waiting Lists Management console allows you to easily create customized lists and sub-lists that can be archived for future use and auditing
- Ability to automatically generate briefing “packets” containing multiple documents with the single click of a button
- Batch processing throughout system, including Correspondence, Unit Offering, Section 8 Voucher Issuance, and Appointment Scheduling
- Appointment Scheduling integrated with Staff Calendar for accurate, efficient scheduling
- Simplified Request for Tenancy Approval (RFTA) and Request for Lease Approval (RFLA) process
- Section 8 40% rule can be tested up-front, before placing an applicant
- Automatically generates estimated TTP (affordability calculation)
- EID automatically tracked and calculated, including baseline and percentage breakdowns with corresponding dates
- Applicant Profile can be printed with signature line
- Correspondence can be sent to a mailing address or unit address if Applicant is currently housed in another program
- System maintains all Applicant data regardless of status, including Refusal Reasons
- Automatically warns user if duplicate Social Security Number is entered, displaying any Prior History of Applicant with Agency (including any balances owed)
- Unit Profile allows user to specify any special unit requirements desired by Applicant, such as accessibility features, for automated unit matching
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- Applicant’s status is clearly displayed on the screen in bright colors
- Detailed File Status displays Applicant’s exact “location” and status within the Agency’s Intake process
- Built-in Online Help
- Notes available at multiple levels for open-ended tracking
- Built-in Audit Trail tracks all system and user activity, including user login, before and after values of transactions, and dates and times of transactions
- Letters generated via turnkey mail-merge with Microsoft® Word are easy for the Agency to customize, including the ability to create standard document “packages”
- Extensive “canned” reports, with powerful filter and selection criterion allow users to easily generate tailored reports without “customizing”, including the ability to “go back in time” and generate reports for past periods
- Ability to easily Export reports to various file formats, including MS Excel, MS Word, and even XML
- Easily generate Custom Reports via integrated Report Writer
- Flexibility to create User Defined Fields
- Quick Search bar at top of screens allows simplified, direct access to a key record based on names and numbers, including Applicant, Tenant, Member, Owner, Unit, etc.
- Powerful lists with drill-down and search capabilities can be easily tailored to each users’ needs based on built-in filters with sorting by key fields and order preferences, including the ability to setup pre-defined defaults for each user, giving each user their preferred, “customized” view of data
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