Providing Solutions to Business
FileVision’s Paperless Electronic Tenant Record (ETR) Solution
FileVision’s Paperless Electronic Tenant Record (ETR) solution is not just about going paperless; it’s about incorporating applicant and tenant documents into your workflow processes allowing you to create, retain and manage tenant records in a consistent manner under the guidelines of your policy, procedures and necessary compliances. Managing the tenant records in a consistent manner provides improved information sharing and cross-counselor coordination and makes for easy retrieval and reporting.
FileVision’s ETR totally eliminates the need for file cabinets and storage space. It eliminates the costs associated with manually filing, retrieving, copying, transporting, distributing and re-filing documents of all types. Staff can now access documents from anywhere with a far greater level of security. FileVision’s Paperless ETR solution easily integrates with Accounting and Housing Management Systems.
FileVision’s ETR’s
No longer will you see those thick color coded files stacked in piles or hear the words “I Can’t Locate the File”, all your applicant and tenant documents are just a click away. FileVision’s Paperless ETR’s powerful search and retrieval capabilities present counselors with records immediately. Data that is stored in the ETR is searchable and reportable, allowing users to effectively report the state-of-the business on individual ETR’s or multiple ETR’s on a moment’s notice.
FileVision’s Notice Board
The sophisticated combination of data and documents being stored together allows our solution to automatically trigger an event or action to be taken by a counselor. Via ETR’s noticeboard, counselors are alerted to the “Call for Action”.
Noticeboards assigned to each user list tasks that need to be performed. Managers can quickly see what is outstanding for each user and reassign for task balancing and priorities.
FileVision's Action Sheet
With just a click information is presented along with an overview of the necessary action to be taken on an Action Sheet and routed to the appropriate counselor to begin working:
Documents can be automatically linked and accessed directly from the Action Sheet and an audit list of documents necessary for compliance, highlighting those documents that are missing from the ETR.
FileVision’s Checklist
Almost any system can tell you what documents you have; FileVision tells you what documents are missing. As documents are processed into the system the Checklist is automatically updated.
Documents can be viewed from the Checklist by simply clicking the document name:
- Integration to HMS system for quick document retrieval and automated filing
- Eliminate printing formsusing electronic signatures
- Customizable Checklist for instant picture of which documents a tenant is missing
- Built in accountability with electronic routing of re-certifications and interims
- Automated notification to finance for new landlord documents
More Housing Authority Solutions:
Paperless Electronic Landlord Records
Track landlord data, documents and notes through the approval process using the ELR. Quick access to the information prior to entry into the Housing Management Software speed up the approval and ensure all required documents are on file.
Electronic Employee Records
Store employee documents and data securely in the FileVision EER. Automated notifications to the manager 90, 60 and 30 days prior to employee review date or probate ending date.
Want to learn more? Please send us a request for information or contact us at 770-551-1400
Want to learn more?
Please send us a request for information or contact us at 770-551-1400
or send us a message