Innovative Document Solutions & Services for Housing

An electronic tenant records system centralizes household or participant documentation in digital files rather than paper folders, disconnected drives, or email archives. FileVision ETR is designed for housing authority work, organizing records around transactions such as intake, annual recertification, interim changes, move-ins, and move-outs. Authorized staff can retrieve records, track activity, and manage workflow from one structured environment.

Transaction-based organization groups the forms, notices, evidence, correspondence, approvals, and related documents for a specific event in one place. For example, an annual recertification file can contain its checklist, verification documents, notices, and approvals together. This mirrors the way occupancy and compliance teams work, making it easier to check completeness and retrieve a full record during reviews.

Yes. FileVision ETR can organize annual recertification and interim household-change documentation within each tenant’s electronic file. Teams can maintain checklists, supporting evidence, forms, notices, and approvals together, then use workflow status and configurable reminders to monitor pending work. The platform supports documentation management; program determinations and agency policies remain the responsibility of the housing organization.

No. FileVision ETR is a specialized tenant-record and document-workflow system, not a full PHA ERP, accounting platform, or rent ledger. It is designed to complement core housing systems by organizing the documents connected to household transactions. FileVision can integrate ETR workflows and tenant-record structures with Microsoft 365, SharePoint, and appropriate HMS environments.

FileVision ETR uses role-based access controls to help ensure staff access only the records required for their responsibilities. This is especially useful for confidential accommodation, grievance, hearing, and sensitive household documentation. The system also maintains audit trails and version history to support accountability. Agencies establish their own user roles, access policies, and procedures for handling confidential information.

Yes. FileVision ETR supports document capture, scanning, and import so agencies can digitize paper records and add approved electronic documents to structured tenant files. This lets teams transition incrementally as documents arrive or are scanned. Bulk conversion scope, document preparation, indexing requirements, and migration sequencing should be confirmed during implementation planning for the agency’s existing file inventory.

FileVision ETR helps teams keep requested documentation organized, complete, and retrievable when HUD or internal reviewers need to examine files. Transaction-based folders, configurable checklists, search, audit history, and controlled access can make it easier to assemble supporting records. The platform strengthens record readiness, while review outcomes remain dependent on the agency’s policies, documentation, and operational practices.

FileVision provides trained support staff for its document management solutions, with customer support available Monday through Saturday from 9am to 8pm. Implementation discussions can address record structures, workflows, approved integrations, role configuration, forms, and migration needs. Ongoing support helps agencies use the platform effectively as their housing records processes and operational requirements evolve.