The Basics
CSG Engage is offered by Community Software Group and is designed for non-profit organizations with multiple program areas. The system is a full case management tool and the housing counseling features are built to meet the fundamental needs of counseling programs. In addition to housing counseling tools, Engage has built in CSBG features and an add on for HMIS.
Costs
One-Time Costs: Data migration is billed at $150/hour. The time needed varies depending on the amount of data and the format in which it is provided.
Annual Fee: $490-675/year per user based on the number of users. This price is impacted by optional add-on features. The add-ons include the HUD CMS and HUD HMIS modules.
Contact CSG at Laura.Mason@CommunitySoftwareGroup.com for a demo of the product and pricing based upon your agency’s needs.
Training & Technical Support
Technical support staff are available during business hours for all time zones. In addition to the technical support features below, CSG Engage provides training and technical assistance meetings to users.
Live Help Desk Support | |
Support Ticket System | |
Webinars | |
Forums |
Platform & Setup
Engage is a web-based system that is customized based upon your needs and can be configured to match the structure of your organization; it can be built around program types, departments, and teams. Setup is conducted remotely and can take between two and four weeks. On-site setup is available if your agency covers travel costs.
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
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 client intake, CSG Engage’s client interface can be used for application completion and allows clients to upload documents.
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
CSG Engage’s other prepackaged reports include Counselor Time Spent Report, HUD HMIS CoC APR, HUD HMIS ESG CAPER, HUD HMIS Data, Households without Services, Clients Missing Required Data, Duplicate Clients, Inactive Clients, Service Counts, Question and Responses Reports (Survey results), CSBG Household Characteristics Report, CSBG Annual Report Standard Services Report, Address Labels, Program Overlap Data Visualizations, City/Town Report, and numerous Fiscal & Funding Source Reports.
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 | MULTIPLE |
Customizable Fields
Counseling outcomes | |
Counseling type | |
Counseling status | |
Referral source | |
Funding organization/source |