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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.
"We were able to easily retrieve data and prepare a report that showed what  we’ve accomplished; we won a grant."
- Housing Counselor, CounselorMax user

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.

Contact Us

For more information: 
[email protected]

For technical assistance and support: 
[email protected]
Order Today
Whether being utilized for pre-purchase counseling and education or loss mitigation, CounselorMax® is a cost-effective solution.
Download the CounselorMax brochure
Learn more about the in-depth features and tools that make CounselorMax the go-to choice.