Homeowner Guide Overview
The Homeowner module manages the full applicant-to-homeowner lifecycle: intake, eligibility, selection, sweat equity, and ongoing relationship.
What you can do
- Accept and review applications
- Screen applicants with prerequisite ("knockout") questions before the full application opens
- Track eligibility checks and committee decisions
- Manage selected families and home assignments
- Record sweat equity hours
- Communicate updates throughout the build
The Homeowner Manager role
Every affiliate has a built-in Homeowner Manager role for staff who run the homeownership program. It grants application review and approval, sweat equity and document verification, and access to the program settings and form templates — without the broader access of the general Staff or Administrator roles. Assign it from Administration → Users like any other role.
Sharing your application form
Prospective homeowners reach your application through your affiliate's link — find it under Administration → Integrations, which also provides a copy-paste embed snippet for your website. The link carries your affiliate automatically, so applicants no longer pick a location on the form.
Where to start
- Manage Applications
- Screen Applicants with Knockout Questions — prerequisite questions that gate each stage of the application
- Run Selection and Eligibility
- Assign Homes and Projects
- Track Sweat Equity
- Import Completed Applications — moving from another system