- Public & community housing digital transformation
From paper-based processes to intelligent digital operations.
FileVision helps housing authorities, affordable housing providers, redevelopment agencies and community housing organizations digitize records, automate work, manage contracts and invoices, and improve service across every department.
- Electronic Tenant Records
- Digital Forms & eSignatures
- Contract Management
- AP Automation
- Microsoft Integration
- A practical modernization path
Modernize without disrupting everything at once
1
- Digitize the information
Capture paper, email, forms, invoices, contracts and resident records.
2
- Organize the records
Create secure, searchable files with metadata, checklists, permissions and retention.
3
- Automate the work
Route tasks, approvals, signatures, renewals, exceptions and reminders.
4
- Operate intelligently
Use dashboards, AI-assisted search and audit-ready evidence to manage proactively.
- Public Housing Authorities
- Affordable Housing Providers
- Community Housing Organizations
- Redevelopment Agencies
- Municipal & County Housing
- Nonprofit & Senior Housing
- Why FileVision
Go paperless — then transform
how the organization works.
Scanning documents is only the first step. FileVision connects records, people and processes so housing organizations can reduce administrative burden, improve accountability and serve communities more effectively.
1
Paperless Records
Replace file rooms and shared drives with governed digital information.
2
Connected Processes
Link each record to tasks, checklists, approvals and responsibility.
3
Digital Transactions
Use online forms, packets and electronic signatures.
4
Operational Control
Track deadlines, exceptions, workload, contracts and invoices.
5
Intelligent Operations
Surface information quickly with search, dashboards and AI assistance.
- One connected portfolio
Three solutions for housing-wide digital operations.
Start with the area creating the greatest pressure today and expand at your own pace. ETR, ALFO and InvoPay work together while supporting phased implementation.
- ETR
Electronic Tenant Records
Purpose-built resident and applicant records that connect documents, checklists, actions, history and compliance evidence throughout the housing lifecycle.
- Applications and waiting-list records
- Eligibility and verification documents
- Leases, recertifications and interims
- Inspections, notices and correspondence
- Missing-document and file-completeness controls
- Secure auditor and role-based access
- ALFO
Content & Process Automation
The enterprise platform for information management, workflow, forms, electronic signatures, records governance, contract management and organization-wide automation.
- Enterprise content and records management
- Workflow, tasks, alerts and escalations
- Digital forms and eSignatures
- Contract lifecycle management
- Employee, vendor and board records
- AI-assisted search and dashboards
- InvoPay
Accounts Payable Automation
Streamline invoice intake, review and approval while keeping supporting documents, contracts, purchase information and audit history connected.
- Email and upload invoice capture
- OCR-assisted data extraction
- Routing by department, amount or account
- Approval reminders and exception handling
- Supporting documents and audit history
- Integration with financial systems
- Challenges we solve
Modernize the processes that slow staff down.
FileVision addresses the practical, day-to-day information problems that appear across housing operations, finance, procurement, governance, human resources and resident services.
Evidence collection
Replace file rooms and shared drives with governed digital information.
Hard-to-find records
Search by resident, property, vendor, contract, employee, invoice or metadata.
Manual routing
Replace email chains and paper handoffs with controlled workflow and accountability.
Missing documents
Use checklists and status visibility to identify what is incomplete before review.
Forms and signatures
Collect information digitally, generate packets and complete signatures faster.
Contract renewals
Track terms, obligations, expirations, insurance and renewal decisions.
Invoice bottlenecks
Improve visibility from invoice receipt through approval and financial-system handoff.
Audit preparation
Maintain organized, permission-controlled evidence with complete history year-round.
- Electronic Tenant Records
A complete digital resident record — not just a folder of documents.
ETR brings applications, household records, eligibility documents, leases, recertifications, inspections, correspondence, notes and history together around the resident.
- Resident lifecycle organization
Maintain information from intake and waiting list through occupancy, recertification, transfer and move-out.
- Checklist-driven completeness
Show required, received, missing, expired or pending documents before a file reaches review.
- Action sheets and reminders
Assign work, flag urgent items, monitor deadlines and give managers visibility into exceptions.
- Controlled review and audit access
Provide appropriate access without copying or moving the resident file.
Resident record workspace
01
- Application & eligibility
- Complete
02
- Lease & occupancy
- Current
03
- Annual recertification
Checklist, due dates, missing evidence and review
- In progress
04
- Inspections & correspondence
Reports, photos, notices, follow-up and history
- Searchable
- Contract lifecycle management
Control contracts from request through renewal and closeout.
Housing organizations manage construction agreements, maintenance contracts, professional services, software, insurance, property-related agreements and vendor commitments. ALFO keeps the contract, approvals, supporting documents and deadlines connected.
- Central contract repository
Search contracts by vendor, property, department, type, value, term, funding source or status.
- Review and approval workflow
Route legal, procurement, finance, executive and board review with a complete decision trail.
- Renewals and obligations
Track expiration dates, options, insurance requirements, deliverables, notices and responsible owners.
- Execution and records governance
Manage versions, templates, electronic signatures, final agreements and retention requirements.
Contract control center
A
- Vendor services agreement
Approval complete · signature pending
- Action
B
- Construction contract
Insurance expires in 45 days
- Alert
C
- Software subscription
- Review
D
- Professional services
Deliverables and invoices linked
- Active
- Digital forms & electronic signatures
Digitize the transactions that still begin on paper.
FileVision supports public-facing and internal forms, data validation, document generation, attachments, routing and signatures — without forcing staff to rebuild the same information manually.
Resident & applicant forms
- Applications and document uploads
- Change and accommodation requests
- Resident certifications and acknowledgements
- Maintenance and service requests
- Inspection and appointment confirmations
Employee & operational forms
- Onboarding and personnel actions
- Leave, travel and expense requests
- Incident and safety reports
- Policy acknowledgements
- Mobile inspections and checklists
Vendor & procurement forms
- Vendor registration and updates
- Purchase and contract requests
- Insurance and compliance submissions
- Bid and proposal documentation
- Approval and signature packets
- Designed for every department
One digital operating layer across the organization.
Each team sees the information and work that matters to them, while leadership gains organization-wide visibility and consistent governance.
ED
Executive Leadership
- Operational dashboards
- Board and governance records
- Risk and exception visibility
- Strategic document access
HO
Housing Operations
- Electronic tenant records
- Recertification workflow
- Inspections and correspondence
- File completeness controls
RS
Resident Services
- Digital intake and requests
- Program and case documentation
- Communication history
- Secure document collection
FN
Finance
- InvoPay AP automation
- Vendor and invoice records
- Approval accountability
- Audit support
PR
Procurement
- Solicitation and bid files
- Contract approvals
- Vendor documentation
- Renewals and obligations
HR
Human Resources
- Employee records
- Forms and onboarding
- Policy acknowledgement
- Retention and confidentiality
IT
Information Technology
- Entra ID and role security
- Microsoft and system integration
- Cloud, hybrid or on-premises
- Central support and governance
BG
Board & Governance
- Agendas, packets and minutes
- Policies and resolutions
- Approvals and signatures
- Secure historical archive
- Microsoft Partner
Build on your Microsoft investment — with the deployment model that fits you.
FileVision integrates with the tools your staff already use while providing purpose-built housing records, workflow, forms, contracts and AP automation. Organizations can use ALFO with Microsoft 365 and SharePoint or operate ALFO as a complete platform with its own repository and workflow services.
Microsoft 365
Connect productivity and collaboration tools.
SharePoint
Integrate content and extend business processes.
Teams & Outlook
Bring notifications and work into familiar tools.
Entra ID
Support identity, SSO and role-based access.
Azure
Use scalable cloud infrastructure and services.
Power BI
Deliver operational and management dashboards.
Power Platform
Connect data, automation and line-of-business apps.
Microsoft AI
Support intelligent search and document assistance.
ALFO + Microsoft
Complement Microsoft 365 and SharePoint with housing-specific records, advanced workflow, forms, signatures, contracts, governance and automation.
ALFO as a complete platform
Deploy ALFO with its own secure repository, workflow, records, forms and dashboards when SharePoint is not part of the environment.
- Security, deployment & governance
Designed for sensitive housing and organizational information.
Protect resident, employee, vendor, contract and financial records with controlled access, complete history and deployment flexibility.
Cloud
Deploy in a managed cloud environment to support accessibility, scalability and streamlined operations.
Hybrid
Combine cloud services with existing systems, repositories or local infrastructure.
On-Premises
Support organizations that require local infrastructure or specific data-control models.
Governed Access
Use role-based permissions, audit trails, retention and secure access to protect sensitive information.
- Operational outcomes
Focus staff on service — not paper and process administration.
The value of digital operations is measured in faster access, clearer responsibility, better governance and less administrative friction.
Find information faster
Search across resident, employee, vendor, contract and invoice records.
Improve accountability
Know who owns each task, approval, exception and deadline.
Strengthen readiness
Keep evidence organized and accessible before an audit or review begins.
Scale modernization
Start with a focused process and expand across departments over time.
- A practical implementation approach
Start with the highest-value process and build from there.
FileVision helps map current processes, prioritize records and workflows, migrate information, configure the solution, train users and support adoption.
01
Discover
Review current paper, systems, roles, pain points, compliance needs and implementation priorities.
02
Configure
Set up records, metadata, permissions, forms, workflows, checklists, alerts and dashboards.
03
Migrate & Integrate
Import existing documents and connect housing, finance, Microsoft and other business systems.
04
Train & Expand
Support users, monitor adoption and add new departments or processes as value is demonstrated.
- Resources
Help your team plan the move to intelligent digital operations.
Use focused guides, checklists and demonstrations to build internal alignment and identify the best place to begin.
Guide
Paperless Housing Transformation Roadmap
Plan the transition from file rooms and manual routing to governed digital records and automated work.
Checklist
Electronic Tenant File Readiness Checklist
Assess records, indexing, security, checklists, migration, access and workflow requirements.
Executive Brief
Modernizing Contracts and Accounts Payable
Explore how contract management and InvoPay can improve financial and procurement operations.
- Your next step
See how your current paper and workflow processes can become intelligent digital operations.
We will focus the demonstration on the records and processes creating the greatest burden for your organization.
- Request a demonstration
Tell us where paper and manual work are creating the most pressure.
- FileVision USA LLC
Request a personalized demo