The Basics
Client Support Software Housing Management Application (HMA) is designed for the housing counseling industry and supports organizations with multiple programs. Client Support Software HMA is designed to assist agencies in improving their efficiency through the use of integrated tools and a task-oriented workflow process.
Costs
One-Time Costs: Basic client data can be imported from CSV formatted files for no cost. The cost of importing funding and HUD data can range from $1000 to $4000 based on the amount of data and its format.
Agencies also have the option to export and store their old data without uploading it into the platform at no cost.
Annual Fee: Pricing starts at $1020/year per user. This price varies by the optional features you elect to include.
Contact Client Support Software at info@clientsupportsoftware.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, Client Support Software HMA maintains online tutorials for new users to learn about the system’s features, and has integrated notes and documentation to assist users as they use features.
IT Hours: 9:00AM – 4:00PM ET
| Live Help Desk Support | |
| Support Ticket System | |
| Webinars | |
| Forums |
Platform & Setup
Client Support Software HMA is a web-based system with a wide range of optional third party integrations. The system can be structured to support organizations that have multiple agencies or branches. Setup of the system is conducted remotely and can take place within a week, though the exact timeline varies with the amount and format of the date to be imported.
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
HMA has optional integrations built in for a range of functionalities available from third parties for additional fees, including phone service, SMS/text, Open AI, credit reports, and eFax. Information on these options can be found here.
| 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
| 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
Agency users can create their own forms using SQL. For a fee, Client Support Software can provide a scope of work and develop new forms.
Client Support Services additional pre-packaged reports include: call log, timesheet, funding, task status, payroll, assignment, and marketing reports, among others.
| HUD-9902 | |
| Other pre-packaged reports | |
| Customizable reports |
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 |