The Contact Information tab on the Family Partners screen contains fields for a variety of contact and identifying information for each family partner.
Please note that all homeowners are family partners, but not all family partners are homeowners. Family Partners is a broader term that includes prospective homeowners.
This tab is divided into three main panes.
The third pane in all cases is a Notes field.
To open a family partner’s record, select either their name from the Family Partners drop-down list (which is listed in alphabetical order by last name) or their address from the HFH Address drop-down list in the Selection pane near the top of the Family Partners screen. If you know the family partner's ID number, you can instead select it from the ID drop-down list. After you make a selection from one of these fields, the other fields on the screen are filled in. The primary partner - Partner 1 - is always listed first.
The first pane contains fields for the primary partner or head of household.
The Last Name, First Name, MI (Middle Initial), Suffix, Work Phone and Ext, Employer, Home Phone, Cell Phone, Birth Date, SSN (Social Security Number), E-mail, and Deceased Date fields in the first pane all apply to the primary partner.
Canada uses SIN (Social Insurance Number) instead of SSN. Australia uses TFN (Tax File Number). Keystone changes the name of this field based on the country you selected in Affiliate Setup.
The second pane contains information that relates to the spouse or partner of the person shown in the first pane. This person may also be referred to as the co-applicant or co-owner. All of the same fields as the first partner are provided in this pane for the second partner except for Home Phone, which Keystone assumes is the same as the primary partner.
By recording the second partner’s name in this space, you will be able to schedule and record sweat equity individually for the two prospective homeowners.
The third pane contains a Notes field that you can use to record additional information about the family partner(s).
It is easier to collect family partner data during the application process rather than later. Even if you don’t plan to use it right away, collecting such things as Birth Date, Social Security Number, and so forth during the application process and putting it on file can save you effort later should you decide you need it. If you ever decide to do Credit Reporting, you will need this information, and it is much easier to get it at application time than it is to try to get it later.