The Basics
Outcome Tracker is offered by VistaShare and is designed for organizations with multiple program areas. Outcome Tracker is used by nonprofit organizations in the US and Canada focused on community and economic development, asset building, and social services. The features of the system are designed with non-technical users in mind.
Costs
One Time Costs: Pricing starts at $2,700 for onboarding, which includes the licensing fee and implementation.
Annual Fee: Pricing starts at $4,080/year and varies with the optional features selected, program size, and the number of users.The base pricing includes access for 5 users, with each additional user adding $120/year.
Contact VistaShare at sales@vistashare.com for a demo of the product and pricing based upon your agency’s needs.
Training & Technical Support
In addition to the technical support features listed below, Outcome Tracker has video tutorials built into the system and an online help system with documentation on available features.
As part of the onboarding process VistaShare provides training on all features of the system, and remains available to assist with customization when needed.
IT Hours: 9:00AM – 5:00PM ET
| Live Help Desk Support | |
| Support Ticket System | |
| Webinars | |
| Forums |
Platform & Setup
Outcome Tracker is a web-based system that allows for customization based on your organization’s needs, determined by an initial assessment conducted by VistaShare. The system can be configured for use by organizations with multiple subsidiaries or branches, allowing administrators to view site or organization level data. Setup of the system is conducted remotely and can take six to eight weeks.
Counseling & Group Education Features
| Track hours spent counseling | |
| Capture all fields required by HUD | |
| Distinguish between potential/prospective clients and actual clients | |
| Track case funding | |
| Track various fees charged by agency | |
| Link to credit reporting agencies | |
| Soft credit pull | |
| Track changes in credit score | |
| Document storage for client files | |
| Track changes in budgeting habits | |
| Follow up reminders | |
| Automated reminders of upcoming appointment/workshops | |
| Client/Case summary form | |
| Populate debts off the credit report | |
| Track real estate owned, either primary residence or rental property | |
| Track First-Generation Homebuyer | |
| Email/text communications with clients and/or lenders/creditors |
One-on-One Tools
| Loan comparison | |
| Financial calculators | |
| Budgeting tools | |
| Credit improvement tools |
Group Education Features
| Track all fields required by HUD | |
| Registration/rosters | |
| Course logistics (including instructors and locations) | |
| Track funding | |
| Track fees charged by agency | |
| Mail merge to create Certificates of Completion |
Output Documents
| RMA | |
| UBA | |
| Budget | |
| Hardship letter | |
| Action plan | |
| Signed intake | |
| Signed disclosures/authorizations |
Program/Tool Interactions
In addition to the program interactions listed below, Outcome Tracker can integrate with SMS text, Constant Contact, Credco, DownHome Loan Manager, and LifeCents financial literacy training.
| eHome America | |
| Framework | |
| Other homebuyer education platform/materials | |
| Any other education/webinar platform | |
| Hope LoanPortal | |
| HomeCoach or AUS | |
| Lender communications | |
| Online consumer authorization | |
| Any consumer permissioned data functionality or other API |
Administration Management Features
| Separate staff can be assigned to same client | |
| Staff training records tracking | |
| Staff certifications tracking | |
| HUD individual certification tracking | |
| FHA Connection | |
| Counselor (user) time sheets can be created (including tie client/time to grants) | |
| Internal calendar/appointment functionality | |
| External calendar/appointment functionality | |
| Admins able to add or remove staff/counselors |
Workflow Features
| Dashboards | |
| Ability to sort and filter cases | |
| Ability to export records | |
| Ability to export records to Hope LoanPortal | |
| Ability to import client cases |
Client Interface
In addition to the client interface features listed below, Outcome Tracker’s SMS text module can translate messages between clients and counselors, and Outcome Tracker offers a module for collecting electronic signatures from clients.
| Portal for Client to input data | |
| Client can register for group education or one-on-one appointments | |
| Can send client satisfaction surveys | |
| Can email clients or lenders and other stakeholders | |
| Can chat with counselor/staff in real time |
Reports and Customization
| HUD-9902 | |
| Other pre-packaged reports | |
| Customizable reports | |
| Client satisfaction survey results |
9902 Reporting
| Error messages identify specific error and location | |
| Edits can be made from 9902 preview | |
| Submitted as single or multiple packages | SINGLE |
Customizable Fields
| Counseling outcomes | |
| Counseling type | |
| Counseling status | |
| Referral source | |
| Funding organization/source |