The Basics
mPact Pro is offered by Community Ventures Corporation and is designed for organizations operating housing counseling programs. mPact Pro is built to meet the fundamental needs of HUD-approved housing counseling agencies and provides reporting and workflow customization based on the needs of each organization.
Costs
One-Time Costs: Pricing starts at $2,500 for onboarding, which includes data migration.
Annual Fee: Pricing starts at $3,000/year + $468/year per user.
Contact mPact Pro at demo@mpactpro.org 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, mPact Pro offers a video library within the system to assist users with all features, resource guides on system features, a monthly newsletter highlighting system topics and tools, and online scheduling for technical assistance meetings.
IT Hours: 12:00PM – 11:00PM PT
| Live Help Desk Support | |
| Support Ticket System | |
| Webinars | |
| Forums |
Platform & Setup
mPact Pro is a web-based system designed specifically for HUD-approved housing counseling agencies. Setup of the system is conducted remotely and can take one week or less. In addition to sessions with their Customer Care Team, mPact Pro maintains a User Guide to assist with the onboarding process.
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 file importation is handled by the Customer Care Team
Client Interface
| 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
In addition to the reports listed below, mPact Pro can develop custom reports and forms for an additional fee based upon the scope of the work.
mPact Pro’s pre-packaged reports include Client Level Detail, All Outcomes, Outcome by Case, All Clients, All Notes, All Tasks, All Sessions, All Session HUD Billable, All Sessions with Client Data, and All Classes Report.
| 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 |