Smarter File and Applicant Management for Housing Nonprofits

Our team is excited to have recently partnered with the team behind the app Appiphony to host a webinar designed for housing organizations and nonprofits focused on homeownership and housing access. Together, we explored how Salesforce can transform file and applicant management, helping organizations save time, reduce manual work, and better serve their communities.

Our speakers (myself included, I'm Andrew Fretwell, 8x Salesforce Certified Arkus Director of Sales) Zoe Waldridge, 14x Salesforce Certified Director of Technical Excellence, and George Kenessey, CEO of Appiphony, walked attendees through real-world scenarios and live demos showing how nonprofits and other organizations can use file management tools and techniques to simplify the homeownership journey for those seeking support, from initial applications to long-term homeowner success.

Key Highlights from the Webinar

• Connecting Applications and Documents in Salesforce: We demonstrated how tools like Appiphony’s Share Connect seamlessly integrate application intake and file management, eliminating the need to juggle disconnected systems.

• Streamlining the Homeownership Journey: Nonprofits can now collect, store, and track documents directly in Salesforce, reducing administrative time and ensuring data is always accessible.

• Practical Solutions for Ongoing Needs: From monthly partnership hours to additional documentation requests, attendees saw how these processes can be managed more efficiently with fewer third-party tools.

Why It Matters

For housing organizations, every hour saved on administrative work is an hour that can be invested back into helping families achieve homeownership. By connecting file management directly to Salesforce, nonprofits can ensure smoother processes, better data visibility, and a more intuitive experience for staff and applicants alike.

If you missed the live session, the webinar recording is below. The full webinar ran about an hour, but you can use the outline below the video as a guide for key points in the recording to scroll to.

• Introductions: 01:00 -  07:10 mins 
• Appiphony Products: 07:10 - 12:16 mins
• Demo: 12:16 -  24:10 mins
• Before You Implement: 24:10 -  27:12 mins
• Q&A Session:  27:12 - 56:52

If you’d like to learn how Arkus can help your organization streamline its systems, with out without integrations with apps such as Appiphony, reach out to us today by filling out our Contact Form.