Salesforce Affordable Housing Solutions

Bigger Boat partners with affordable housing organizations to build custom Salesforce-based solutions which help improve organizational efficiency and effectiveness. Our consulting team has project experience with a range of affordable housing organizations, including supportive housing, inclusionary housing and shared equity models.

Our project expertise includes case management; client intake and enrollment; program management and enrollment; and property management.

Example affordable housing projects include:

  • Supportive Housing

Bigger Boat developed a multi-year plan to replace a legacy client database with the Tenderloin Housing Clinic.  Tenderloin Housing Clinic is the largest provider of supportive housing to formerly homeless adults in San Francisco. Their 250+ employees provide a variety of services including property management, case management, transitional housing, rent payment, representative payee, legal services, and community organizing with a common goal to get and keep people housed.

The system built by Bigger Boat streamlines their client enrollment process, to promote communication and collaboration, to reduce paper and time between enrollment stages, and to deliver easy and timely access to program and client data. Read more details in our supportive housing case study.

  • Affordable Housing Compliance and Resident Programs

Bigger Boat worked with BRIDGE Housing to build a system to track funder compliance as well as program offerings in more than 90 communities. BRIDGE’s funding often comes with complicated stipulations around the kind of programming they must provide to residents. The BRIDGE team now has a view of their compliance status at all times and they can provide compliance reports with just one click,

BRIDGE also provides programs and services to their residents: more than 16,000 hours of classes a year that build capacity and community among residents. We worked with BRIDGE to replace an inefficient paper-based class attendance system with a tablet-based online attendance process.

Read more details in our two-part case study on our work with BRIDGE Housing.

  • Inclusionary Rental Housing Compliance

Bigger Boat worked with Capital Impact Partners (now Grounded Solutions Network) to implement a system to help compliance staff ensure that rental housing developments are in compliance with regulatory agreements. The system allows compliance monitoring of properties, rental units within those properties and the tenants in those units. It helps them manage information about tenant income to ensure that eligible tenants are in the units and the number of units required are occupied. It also allows them to track physical inspections of the property to make sure it is in good condition and to file inspections to make sure that property owners/managers are properly assessing tenant’s income qualifications.

  • Shared Equity Affordable Home Ownership Product

HomeKeeper is a data management system that allows affordable home ownership organizations to track their complex day to day program management workflow in Salesforce. It is currently in use by over 70 different home ownership organizations across the country. The system improves coordination between homeowners and program staff. It also allows organizations to more consistently manage compliance monitoring and homebuyer support activities. We worked with the Capital Impact Partners (now Grounded Solutions Network) to create this product based upon early work with three affordable housing organizations. Learn more about HomeKeeper on the AppExchange or on the HomeKeeper website.

Interested in learning more about our work with affordable housing organizations? Contact us. Please also see these additional resources: