Helping the USA's Leading Housing Consultant Company Overcome Operational Challenges

  1. Introduction:

    US Housing Consultants is a national company that provides modern compliance and planning solutions to the affordable housing industry. They are a national multi-family housing consulting company specializing in HUD and Tax Credit compliance.

  2. Requirements:

    The client basically required a portal to overcome the operation challenges of the organization. For that, they approached us with the following requirements:

    • A portal to provide streamlined customer support and handle customers' queries and issues through a ticketing system.

    • Management of all assets in the portal.

    • List and details of assets related to the customer.

    • Import of salesforce reports given by the client into their portal.

    • Support for Compliance Monthly Report in the portal.

    • Support for filter by month, year, and assets in the report.

    • Support for printing of the report right from within the portal.

  3. Solutions:

    • For Case Management - We provided them our default case management module for the ticketing system.

    • Asset Management - We provided the custom object support in the portal.

    • Support for Reports - We customized our portal to provide support for the Salesforce reports they wanted for their portal.

    • Fiter and Download Options - We also provided the functionality of asset-wise filter of reports and download of reports as PDFs.

    • Compliance Monthly Report - We customized our portal to provide access to the compliance monthly report to our client’s users. We also provided the feature of filter of reports month-wise, year-wise, and asset-wise and print functionality as well.

  4. Results:

    • With management of customers’ cases with the ticket system, the client has been able to enhance the ticket support system.

    • They also have been able to manage assets and reports more efficiently with support for custom objects and support for required Salesforce reports.

    • The portal also empowered them to stay on top of assets and reports by decluttering assets and reports through filters and view only what they want.

 
 

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