the toolkit
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Support Your Team, Strengthen Client Outcomes
The Essential Housing Guide for Case Managers (MA) is a human-crafted resource designed for real-world use. Quickly answer client questions, fact-check landlords, and standardize housing knowledge across your staff — all in one trusted guide.
Whether onboarding new team members or streamlining day-to-day work, this guide helps your agency deliver consistent, confident, and effective housing support.
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Streamline Your Inspections with a HUD-Aligned Digital Tool
The Digital Inspection Form is a HUD-aligned tool designed for housing case managers and navigators. Capture complete, accurate inspection data in one walkthrough — no clipboards, loose papers, or repeated visits required.
Built specifically for your team, it includes:
Case-manager-focused prompts for thorough documentation
Built-in code and legal reminders for real-time guidance
Mobile-friendly access for inspections anywhere
Reduce follow-ups, save staff time, and standardize inspections — all while keeping your process compliant and efficient.
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In just 60 minutes, get expert guidance on grant-specific landlord engagement, client placement support, workflow improvements, and technology integration. Turn insights into action — consultation fee is credited if we move forward with a partnership.
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Empower Clients with a Step-by-Step Housing Workbook
The Housing Search and Tenancy Workbook is a carefully designed tool that helps clients navigate the housing process with confidence and independence. Available in English and Spanish, it guides participants from pre-search planning through lease review, with built-in prompts to stay connected with your staff.
Clients gain practical skills to:
Organize documents and track applications
Communicate effectively with landlords
Make informed, confident housing decisions
Supports housing plans and helps give time back to case managers
The result: more independent, prepared clients and stronger program outcomes.
Operational Services
In addition to the New Era toolkit, we also provide operational enhancement services to further support your teams housing navigation and landlord engagement efforts.
Documentation Review & Revision Recommendations
Our team will review existing housing documentation and materials and make improvement recommendations based on expressed or observed needs.
Document creation and professional revision services also available.
metrics Tracking & Standard operating procedures
Define and set key performance indicators (KPI's) to measure team productivity and outcomes. Once defined, an implementation plan will be created to assist roll-out and training your team.
We will work with you to establish standard operating procedures (SOP’s) for common landlord engagement and housing navigation tasks and issues.
Technology
Integration Support
Microsoft Office and Google Workspace offer valuable applications that can help improve how your team works and communicates.
We identify opportunities to integrate technology into current work flows, and provide support through the operational change process.
Case Studies
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Case Studies *
Explore how housing professionals are using the New Era Toolkit to solve challenges in the field—faster, smarter, and with greater impact. These real-world examples demonstrate just a few of the ways the toolkit supports confident inspections, effective landlord outreach, and empowered client participation.