Our Product Overview

It is a HUD-Certified Case Management Portal that provides the ability for one-on-one counseling as well as group counseling. It supports services including pre-purchase, post-purchase, rental, loss mitigation, and foreclosure counseling.

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HUD Certified Case Management System
HUD Certified Case Management System

Key Features

  • Client Intake Process
  • Case Creation and Maintenance
  • Configurable Workflows
  • Document Management
  • One-Click Prefilled Document Generation (MAA Form, UBAF Form, RMA Form, Monthly Household Expense Report)
  • Collaboration and Coordination between Housing Counselors, Mortgage Servicers, Lenders, GSEs, and Clients
  • Secure Communication Among All Stakeholders via the Portal
  • HUD 9902 Reporting
  • E-signature Support
  • Reporting Suite Including Management and Executive Reports
  • Granular, Role- and Privilege-Based Security
  • Event Calendar
  • Support for Student Debt Solutions and Down Payment Assistance Solutions
  • Smooth Integration with Third Party Application