Housing Trust CRM |
An online application solution designed to improve the customer experience for prospective Housing Trust tenants.
Weaver Vale Housing Trust is a Large Scale Voluntary Transfer (LSVT) housing association, formed in July 2002, operating in Cheshire.
The Trust owns over 6200 homes, a large portfolio of garages, 36 shops, 11 community play areas and a variety of green open spaces.
The Trust has invested significantly in its assets, services and the communities in which it works to support their sustainability, as well as improve outcomes and life chances for its customers.
To improve the application process for new tenants.
An online solution was needed that was easy for Weaver Vale staff to manage and made the application process straightforward and transparent for prospective tenants.
The new solution had to be delivered within four weeks to coordinate with a pilot being run by the Trust.
We built an easy to use, multi-step form for prospective tenants to apply for homes, submitting information and documentation as part of their application.
The submitted applications populated a database where they are reviewed and processed by the Weaver Vale team. Where an application is incomplete admin staff are able to notify the applicant, requesting them to login and update.
Accepted applications along with associated documents are exported in a format compatible with the Trust’s legacy tenant software.
The software was delivered inside four weeks.
- Automated responses to applicants
- Multi-stage form
- Notification and email alerts
- Ability to add comments / tasks / reminders against an application
- Auto generated audit notes recording any changes
- Ability to manage users, their roles and permissions
- Amazon Web Services – SES, Elastic Beanstalk, RDS
- Microsoft Graph API
- Google Maps API
- GetAddress API
The new software enabled Weaver Vale to implement its pilot project on improving the online customer experience supported by marketing undertaken purely on social media. Applications are processed much faster and customers are kept informed throughout the process.
The rapid deployment of this project also demonstrated to Weaver Vale staff the benefits and opportunities offered by agile project management.