Power Apps Consultants Canada

Microsoft Dynamics 365 & Power Platform

Housing Development Accelerator

At Purely CRM, we are dedicated to driving innovation and improving community welfare through our advanced technological solutions. Our Housing Development Accelerator framework and apps are based on Microsoft Dynamics 365 and Power Platform. The goal of implementing a custom portal and set of business applications is to support your teams ability and capacity to expedite your Housing Program's self-serve applicant submission process, intake and document review process, citizen/applicant case management, and the eventual project close-out processes within your government or non-government organization.
The centralized “Purely CRM Industry Accelerators” are built on Microsoft Dynamics 365 and the Microsoft Power Platform. They serve to automate key processes, replace manual emails and spreadsheets and provide for an efficient application, approval and management of funding-based programs and related reporting needs that are essential to accelerating housing development and growth in your area.
   

  • Secondary Suite initiatives
  • Persons with Disabilities residential modifications
  • Low-income household renovation assistance
  • Commercial office to residential conversion and development

Wireframe Accelerator: Mobile Self-Service Portal

Our Purely CRM Housing Development Accelerator for Dynamics 365 includes: Application Process through a Self-Service Portal

Harnessing the power of Microsoft Dynamics 365 and the Power Platform, our development team has created a comprehensive framework and reusable design to build a public-facing self-service portal in support of your Housing Development program. This portal (Mobile and Desktop) enables citizens to submit applications apply for funding, loan or grant incentives. Automated processes and AI help to validate documents to allow your team to scale effortlessly in support of these new planning and development initiatives, action plans, and allocation programs.  

See a sample wireframe used within our Accelerator. (left/above)
  

  • Citizen-centric UI and visuals to illustrate pending tasks
  • Real-time grant/loan submission and status updates
  • Clear next steps for applicants
  • Upload functionality for referral documents

Wireframe Accelerator: Service Agent WorkFlow

Our Purely CRM Housing Development Accelerator for Dynamics 365 includes: Intake Service Agent Workflow Accelerator

Powered by Dynamics 365 and the Microsoft Power Platform, our advanced workflow and AI accelerates the evaluation and approval of housing development projects by automating the intake process, and populating relevant fields reducing manual inputs. Internal Service Agents are notified of each new application, and are guided through steps to assess the submitted documents, increasing the accuracy and compliance of your applicant evaluation process.

See a sample wireframe used within our Accelerator. (left/above)

  • Customized fields for a comprehensive view of each applicant submission
  • Step-by-step guided workflow with notifications
  • Managerial-level controls for assigning applicants and cases to available agents
  • Custom dashboards to track relevant KPI and performance metrics

Wireframe Accelerator: Client Contact Card


Our Purely CRM Housing Development Accelerator for Dynamics 365 includes: Client Management

The Client Contact Card serves as a one-stop shop for each Case/Applicant, providing assigned Service Agents with a complete overview of relevant information and pending next steps. Applicants once approved, become active cases through the end-to-end lifecycle management of your Housing Development Program.

See a sample wireframe used within our Accelerator. (left/above)

  • Contact information
  • Secure document management for proof of ownership, construction quotes, permit applications, and income statements
  • Application summary and eligibility details
  • Internal task activity timeline
  • Message center for communication with SMS functionality
  • Construction application management for cost estimates and permit summaries
  • Change request processing
  • Mortgage information tracking including summary, transactions, and supporting documents
  • Annual audits to track budget, list delinquent or forgiven payments, and accumulated interest
  • Appeals process for revaluation requests, forgiveness, and repayment option details.

Wireframe Accelerator:  Close Out / Review

Purely CRM Housing Development Accelerator by Endeavour Solutions (c) 2024

Our Purely CRM Housing Development Accelerator for Dynamics 365 includes: Project Close Out

Our framework and accelerator apps include comprehensive project closeout capabilities, ensuring that every aspect of the project was properly documented and finalized.

See a sample wireframe used within our Accelerator (left/above)

  • Validation of final documentation and proof of performance
  • Update to Assessment and Land Registry records
  • Detailed completion reports summarizing the project outcomes, funds and payments.
  • Gather feedback from homeowners and service agents to identify areas for improvement.

Technical Support, Training, and Continuous Improvement

Following the development and Go-Live of your Housing Development portal, our Purely CRM Hyper Care services refer to a period of intensive support provided after a new system or software has been implemented, also known as the "go-live" phase. The purpose of our Hyper Care services is to ensure a smooth transition and address any issues that may arise during the initial phase of implementation.
Contact our coast-to-coast CRM support desk at 1 (888) 257-3577 x 340
support@endeavoursolutions.ca

Top Business Impacts for our Government and Non-Profit Housing Development clients.

1) Stronger reporting and compliance
2) Better online experience across multiple channels
3) Increased capacity to extend services to a larger audience based on improved back-office automation.

Key stakeholders include:
1) Executive team
2) Employees and administrative staff
3) Service Agents/advisors
4) Funding providers  
5) The citizens benefiting from your organization's services

Microsoft Canadian Immigration Management

At Purely CRM, our continued success is due to our focus on our Microsoft customers, our people, and our core values of: Integrity, Trust, & Accountability.

CRM Inquiries

Our Purely CRM team of Microsoft consultants focus on mid-size and large Microsoft CRM design and development projects using Microsoft Dynamics 365 and the Power Platform. We also extend our reach by providing CRM staff augmentation resources to our clients and large global partners.

Steve Ewing Purely CRM - Microsoft Canada Consultants

Contact: Steve and our team to talk about your Business Needs.
Steve Ewing Vice President, CRM, ERP, & Cloud
1 (888) 257-3577 x 213
(604) 282-1996 x 213
sewing@purelycrm.com

Our Locations

1-888-257-3577 x 340 (Support Desk)
Vancouver BC - Pacific Time
Purely CRM via Endeavour Solutions
625 Howe Street, Suite 610
Vancouver, British Columbia, Canada V6C 2T6
(604) 282-1996 x 340
support@endeavoursolutions.ca
Toronto ON - Eastern Time
Purely CRM via Endeavour Solutions
2233 Argentia Road, Suite 300
Mississauga, Ontario, Canada L5N 2X7
(905) 542-2139 x 340 (Support Desk)
support@endeavoursolutions.ca
United States - Eastern Time
Purely CRM via Endeavour Solutions
300 Delaware Avenue - Unit 210
Wilmington, Delaware 19801
The United States of America
(888) 257-3577 x 340
Halifax NS - Atlantic Time
Purely CRM via Endeavour Solutions
1550 Bedford Hwy, Suite 501
Bedford, Nova Scotia, Canada, B4A 1E6
(902) 444-7753 x 340

Are You Ready To Get Started?

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