You can now view data related to affordable housing on prospect guest cards. This data lists a prospect's qualifications for your community's affordable housing.
EliseAI automatically extracts affordable-specific data from prospect conversations. You can edit this data directly through the prospect's guest card.
Click on a prospect in the Activity, Tasks, or Contacts tab of your AI Portal to view the prospect's guest card. The guest card's Qualification section displays the following data:
- Qualification Status: Displays a green Qualified badge if the prospect meets your affordable housing requirements
- Household Size: The prospect's total household size
- Household Income: The prospect's total household income
- Meets Age Requirement: Lists Yes if the prospect meets your minimum age requirement
- Qualified Layouts: The unit layouts for which the prospect qualifies
- ADA Support: Accommodations required by the prospect per the ADA. (Mobility, Hearing, Vision, or Other)
- Housing Voucher Type: The housing voucher available to the prospect (Section 8, VASH, or Other)
- Housing Voucher Amount: The dollar amount of the prospect's housing voucher
To add or edit this data, click anywhere in the qualification section. This opens the Edit Prospect window.
Click the window's Qualification tab to edit the prospect's affordable-specific data. Click Save at the bottom of the window to save any updates.