CounselorMax Features

More functionality = less work

Conveniences for the counselor

• Accessible from any personal computer with Internet access, 24 hours a day, 7 days a week
• Create and track opportunities for people to improve their lives and strengthen their communities via your financial capability program.
• Calendar function, complete with reminder prompts, tracks counselor's time and clients' activities
• Credit reports, which can be pre-populated with liabilities and scores, can be pulled in the tool up to a Tri-merged report. They are soft pulls which prevents adverse impacts to your clients' scores.
• Tools such as the amortization schedule and mortgage calculator allow agencies to be better informed to answer a clients' questions and concerns about readiness.
• CounselorMax® is continuously enhanced to address evolving customer needs and industry demands

CounselorMax® Features

Take a Tour of the CounselorMax system in this video demonstration.

Comprehensive capabilities

Education and Counseling

• Create classes and workshops for clients.
• Manage enrollment and attendance for individuals or groups.
• Create education certificates.
• Develop standard or customized weekly and monthly budget tools for clients.
• Create and share work plans with clients.
• Track credit, liabilities, income, dependents and assets.
• Create a loan application (1003) right from your data.
• Create customized Budgets for clients.
• Track all conversations via the Client Log.

Document Management

• Upload any of your client’s documents right into the CounselorMax database (budgets, W-2’s, paystubs, bank statements, etc.).
• Create customized categories of documents
• Refresh documents any time deleting old files and replacing with fresh documents.
• See listing of available client documents at a glance.
• Print out uploaded documents at any time needed.

ClientMax® A new Customer Facing Application for CounselorMax® - Additional fee applies**

• Allows customers to create their own account and submit intake and outreach data directly to your instance of CounselorMax.
• ​Customers can view, register and pay for classes and workshops.
• Customers can communicate securely with your agency via encrypted built in messaging.
• ​Customers can access the app via mobile device, tablet or computer (compatible with: Internet Explorer, Google Chrome and Mozilla Firefox)

Foreclosure Mitigation

• Electronically transmit loan modification packages to the Hope LoanPort.
• Easily track standard default and loss mitigation activity (including type of loan, amount, outstanding balance and primary reason for default.

Financial Progress Profile

• Track and document the effect of your financial counseling and education.
• Encourage long-term shifts in attitude and behavior.
• Raise awareness about financial capability across all service lines.
• Track your client’s financial status changes.
• Track quantifiable measures to demonstrate stability (credit score, savings, debt profile, etc.).
• Show what impact the counseling agency has had on the client’s lifestyle.
• Use the graph feature to visually display each client’s progress.
• Create goals and track progress towards achievement.

Funder and Investor Reporting

• With the Financial Progress Profile functionality, client progress can be tracked and charted, both for individual clients, groups of clients, or even all clients at an agency -- Perfect for showing funders a return on their investment.
• Print and export all major industry reports (HUD and NeighborWorks quarterly reporting)
• Automatically generate the required HUD 9902 report
• Generate and design custom reports using any combination of accurate, relevant data fields in the database to tell individual stories
• Submit your 9902 to HUD electronically

ReportMax®- Additional fee applies**

• Report the activity of affiliates and aggregate the appropriate information.
• Extract information at the intermediary level.
• Submit your HUD 9902 reports for affiliate agencies.