Conveniences for the counselor

• Accessible from any computer with Internet access, 24 hours a day, 7 days a week
• Track and show your clients' progress over time by using the Financial Progress Profile to save financial "snapshots" --credit score, savings, income, debt and net worth -- when and as often as you wish.
• Calendar function, complete with reminder prompts, tracks counselor's time and clients' activities
• Client intake activities are performed in real-time
• Multiple modes of counseling, including face-to-face, are tracked
• Credit reports, which are pre-populated with liabilities, and scores can be easily accessed
• Tri-merged soft credit reports, which prevent adverse impacts to your clients' scores, are also available.
• Tools such as the amortization schedule allow customers to better answer clients' questions and concerns
• The system is always maintained for regulatory compliance
• All CounselorMax^® data is very secure.
  
• CounselorMax^® is continuously enhanced to address evolving customer needs and industry demands
  
• Exceptional support provided from a highly trained, dedicated team

Comprehensive capabilities

Marketing and Outreach

• Draft letters, create fliers and more in English, Spanish or both.
• Customize communications with your organization's logo.
• Schedule and send follow-up correspondence

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) through CounselorMax's Default Foreclosure Module's customized guiding and planning work-flow system
• Meet the requirements for NFMC grantees and sub-grantees
• Effortlessly report default and loss mitigation activity using NFMC standards.

Grantor 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, NFMC 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
• Report the activity of affiliates and aggregate the appropriate information through ReportMax, an add-on reporting feature
• Extract information at the organization or intermediary level

Education and Counseling

• Create classes 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 action plans with clients