CounselorMax® is the web application that works so well for homeownership counselors that it's earned its reputation as the industry's premier client management tool. Constantly updated and enhanced, CounselorMax improves workflow so that counselors can help make sustainable homeownership a reality for more clients than ever before.

Create effective outreach campaigns quickly and easily

Perform intake with minimal effort

Maximize efficiency with powerful pre- and post-purchase counseling tools

Save time scheduling and tracking

Generate accurate and customized reports for funders and staff

"Helps me keep track of all of our services for our customers' records."

"It's all there: View reminders, print reminder letters, view my calendar for the entire month, or develop a custom report for any funder."

"Very user-friendly."

"The 9902 is now the easiest report to do."

Get Accurate Results for Standard & Custom Reports

Step-by-Step Tip Sheet (PDF)

 

Developing an Effective Client Work Flow/Improving Data Integrity

Step-by-Step Tip Sheet (PDF)


Incorporating the Financial Progress Profile into Counseling Activities

Step-by-Step Tip Sheet (PDF)

 

News and Enhancements

News and Enhancements

 

How to Register for LoanPort

and CounselorMax

Getting Started

Call 866-720-1807 or email.