Housing Navigator Intake Form

Housing Navigator Intake Form: Preventing Homelessness and Connecting Families to Critical Support

When families face eviction notices, utility shutoffs, or the threat of homelessness, every hour counts. Housing navigators, case managers, and nonprofit professionals need a fast, comprehensive way to assess client needs, determine eligibility for assistance programs, and coordinate intervention before it's too late.

This Housing Navigator Intake Form template is purpose-built for organizations providing homeless prevention services, emergency rental assistance, and housing stabilization support. Whether you're a community action agency, family services nonprofit, housing authority, or faith-based outreach program, this form helps you gather the critical information needed to make swift, informed decisions and connect clients to the right resources.

Why housing navigators and case managers choose Paperform

Traditional paper intake forms slow down response times, create data entry backlogs, and make it difficult to track high-risk cases across your team. Paperform transforms your intake process into a streamlined, mobile-friendly experience that clients can complete on their phone, at a kiosk, or during an in-person appointment—with responses flowing directly into your case management system.

This template collects everything you need in one place: household demographics, income verification details, eviction notice information, utility shutoff dates, current housing status, and specific assistance needs. Conditional logic ensures clients only see questions relevant to their situation, making the form faster to complete while still capturing comprehensive data for accurate needs assessment.

With calculation fields and conditional routing, you can automatically flag urgent cases (such as eviction hearings within 72 hours), calculate income eligibility thresholds, and trigger different follow-up workflows based on crisis severity. Housing navigators can prioritize the families at highest risk and coordinate rapid intervention before they lose their home.

Coordinating assistance and automating case workflows

Once a client submits their intake form, your team needs to move quickly. Paperform integrates seamlessly with the tools housing organizations already use—whether that's Salesforce, Apricot by Social Solutions, CaseWorthy, Google Sheets, or custom case management databases.

Using Stepper (stepper.io), Paperform's AI-native workflow automation platform, you can turn each intake submission into an automated case workflow. For example, when a new submission comes in with an eviction notice due within 7 days, Stepper can instantly create a high-priority case record, assign it to an available navigator, send a confirmation SMS to the client with next steps, notify your emergency assistance fund coordinator, and schedule a follow-up call—all without manual handoffs.

You can also route different types of cases to specialized teams: eviction prevention cases to legal aid partners, utility assistance requests to energy programs, and families with children to school liaison services, ensuring every client gets connected to the right support network immediately.

Secure, compliant data collection for sensitive situations

Housing instability often involves sensitive financial, family, and personal information. This template is designed with dignity and privacy in mind, collecting only the information necessary for assistance coordination while maintaining professional, empathetic language throughout.

Paperform is SOC 2 Type II compliant and offers enterprise-grade security features including SSL encryption, data residency controls, and role-based access management. For organizations handling PII and financial documentation, you can enable Papersign (papersign.com) to collect secure eSignatures on program agreements, authorization forms, or rental assistance contracts—keeping everything linked to the original intake for a complete audit trail.

You can also set up automated confirmation emails with clear next steps, appointment scheduling links, and a checklist of required documentation, reducing no-shows and helping clients feel supported from the very first interaction.

Who this template is for

This Housing Navigator Intake Form is ideal for:

• Nonprofit housing organizations providing homeless prevention and eviction diversion services
• Community action agencies administering emergency rental assistance and utility assistance programs
• Social service departments coordinating housing stabilization and rapid rehousing
• Faith-based outreach programs connecting families to emergency financial assistance
• Legal aid organizations offering eviction defense and tenant rights support
• Housing authorities managing emergency voucher programs and housing navigation services
• Family service agencies providing case management for at-risk households

Whether you're managing a small volunteer-run program or coordinating services across multiple agencies, this form gives you the structure, speed, and automation to serve more families effectively—and prevent homelessness before it happens.

Get started with Paperform today and turn crisis intake into coordinated action.