Case Study: Minnesota Homeownership Center streamlines housing counseling operations with Salesforce and North Peak Solutions

Minnesota Homeownership Center distributes $5 million with North Peak Solutions

The Minnesota Homeownership Center, a U.S. HUD Intermediary, needed to move from its existing CRM to a more streamlined platform to manage its network of 36 agencies and simplify its workflow and reporting. They engaged North Peak Solutions to help implement a new system to improve data management for housing counseling services and meet critical HUD reporting requirements.

North Peak Solutions recommended and implemented a combined solution of Salesforce and the HomeKeeper app. This new system streamlined client intake with online forms, integrated credit checks, and automated the storage of survey responses, all while maintaining strict data security. The implementation empowered the Center to distribute $5 million in Covid Emergency Assistance funds efficiently, a task that would not have been possible with their previous tools. North Peak Solutions provided the Center with a flexible, modern system that supports their vital work and can grow with their future needs.

Minnesota Homeownership Center