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in FY20
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in FY20
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Dorothy Richardson Award for Resident Leadership
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in FY20
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in FY20
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CounselorMax®
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CounselorMax Features
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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.
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CounselorMax Features
"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.
Order Today
Download the CounselorMax brochure
Learn more about the in-depth features and tools that make CounselorMax the go-to choice.
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