Affordable Housing Service Programs

Solving Affordable Housing Nonprofit Challenges

Fortafy’s role in simplifying work flows. At Fortafy, we understand the complexities of running programs in the Affordable Housing sector. From managing funding sources to ensuring compliance and tracking outcomes, the challenges are immense—but so is the impact of your work.

If your organization is spending hours on manual data entry or spreadsheets, struggling to create impactful reports for funders or stakeholders, experiencing staff turnover without a solid knowledge handover process, or just feeling unsure if your Salesforce system is configured for success, then let’s talk! We partner with organizations like yours to streamline processes, optimize data management, and provide the tools you need to increase efficiency and amplify your mission.

Fortafy Can Solve These Challenges

Complex Online Application Processes

Many affordable housing nonprofits require applicants to upload numerous documents, leading to manual work, errors, and delays. Fortafy simplifies this through smart integrations, creating dynamic forms that collect, store, and process data efficiently in Salesforce and cloud storage.

With HomeKeeper’s CMS, Public House, and FormAssembly, applicants can:

  • Upload supporting documents
  • Digitally sign agreements
  • Pay application fees online
  • Automatically sync data to Salesforce

Completed applications appear directly in HomeKeeper’s dashboard, making document review seamless and reducing bottlenecks.

Case Management for Housing Counseling Clients

Managing a high volume of clients while ensuring compliance is challenging. Up-to-date, actionable data is critical for tracking caseloads and demonstrating impact.

Fortafy leverages HomeKeeper to develop custom case management solutions that provide:

  • Centralized client tracking for housing counseling & homeownership programs
  • Intuitive dashboards for case histories & progress tracking
  • Automated intake with FormAssembly & Public House for error-free data collection

With this integrated system, housing nonprofits can scale their case management seamlessly.

Navigating Compliance and Reporting

HUD reporting is complex and time-consuming, often requiring manual compilation of data that risks errors and late submissions.

As a HomeKeeper Tier-2 support partner, Fortafy helps automate reporting through:

  • FormAssembly & Public House to standardize data collection
  • HomeKeeper’s built-in HUD reporting tools to ensure compliance
  • Automated tracking of program outcomes to meet funder requirements

With these tools, nonprofits can easily generate and submit HUD reports, securing funding while staying compliant.

Missing Technological Expertise

Many housing organizations lack in-house technology staff due to grant funding constraints. Yet, managing large volumes of data requires advanced expertise.

With Fortafy’s team of Salesforce experts, nonprofits gain:

  • Access to specialized admins experienced in affordable housing data management
  • Optimization of HomeKeeper, FormAssembly, and Public House for streamlined workflows
  • Automated processes for efficiency and reduced operational strain

By leveraging Fortafy, nonprofits enhance database functionality without requiring an internal IT team.

Low Staff-to-Client Ratio

Staff shortages due to turnover or growth periods disrupt data collection and reporting, leading to backlogs and errors.

Fortafy addresses this by offering Fractional Admins—specialized support professionals who:

  • Work as an extension of your team
  • Ensure continuity in data entry & reporting
  • Reduce manual tasks through HomeKeeper, FormAssembly, and Public House integrations

By automating repetitive workflows, staff can focus on high-priority tasks while ensuring data accuracy and compliance.

Making Your Database Work for You

Many organizations invest in Salesforce but struggle to fully utilize it for impact measurement and strategy.

Fortafy transforms your Salesforce system into a robust case management and reporting tool by:

  • Customizing HomeKeeper’s CMS for real-time insights
  • Leveraging FormAssembly for dynamic data collection
  • Integrating Public House for automated application management
  • Building custom reports & automations tailored to nonprofit needs

With these enhancements, organizations can track key metrics like ROI for homebuyers, community investment growth, and long-term affordability in real time, making data actionable and accessible.

How We Solve These Challenges

Fortafy helps affordable housing nonprofits overcome technical and operational challenges, ensuring streamlined processes, efficient data management, and compliance with industry standards.

Our Approach

Assessment: Understand your organization’s unique challenges and opportunities.

Customization: Design solutions tailored to your workflows.

Implementation: Ensure smooth integration with your team and existing systems.

Support and Optimization: Provide ongoing support and enhancements as your needs grow.

Let’s Work Together!

Ready to streamline your operations and boost your program’s efficiency? We’d love to discuss how we can help your AmeriCorps program succeed. Contact us today for a free consultation.

What Our Clients are Saying About Fortafy:

Fortafy has been a vital partner to AmeriCorps Central Texas, helping adapt their Salesforce database to collect and maintain data effectively. Sean Ramsey and his team are highly responsive, innovative, and resourceful, going above and beyond to troubleshoot challenges and think through broader issues relevant to data. Sean’s unique mix of technical expertise and people-centered problem-solving has been invaluable, enabling the collaborative to track key outcomes across multiple organizations while being mindful of limited resources and evolving systems.

–Natalie Gray

Fortafy has been a great resource to AmeriCorps programs throughout the Central Texas region. As a former AmeriCorps Operations Manager and Program Director, I leaned on Fortafy to create sustainability and continuity in our systems and processes during times of staff transition. Sean’s team is incredibly talented and can suggest solutions to the complex data management problems that AmeriCorps teams face. It is so reassuring to know you have an advocate in your corner who understands your needs and can help you overcome data challenges!

–Amanda Miller