RxOffice CMS
The Basics
RxOffice CMS is offered by IndiSoft LLC as part of its National Housing Advocacy Platform (NHLP), a collaborative, eCommerce technology solution. The NHLP is designed to integrate HUD-certified housing counselors into the residential mortgage servicing and origination process. RxOffice CMS connects counselors to other stakeholders participating in the NHLP, like mortgage lenders, loan officers, state housing finance agencies, Fannie Mae and Freddie Mac, credit unions commercial and non-commercial banks and residential mortgage servicers, who are working together to preserve and expand homeownership.
Costs
One-Time Costs: Starts at about $5,000 and includes infrastructure setup, workflow configuration, onboarding, and training. Document and data migration to RxOffice CMS from another CMS are also available as an optional service.
Annual Fee: Pricing starts at $3,600/year. This price varies depending on the volume of new cases.
Contact IndiSoft LLC at support-premium@indisoft.us for a demo of the RxOffice CMS and pricing based upon your agency’s needs.
Training & Technical Support
IT Hours: 9:00AM – 5:00PM ET
| Live Help Desk Support | |
| Support Ticket System | |
| Webinars | |
| Forums |
Platform & Setup
RxOffice is a web-based system designed with a case type focused structure. The workflow processes of the system can be configured based on your organization’s needs. Setup of the system is conducted remotely and can take one week or less.
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
In addition to the below tools, student loan repayment solutions, automated asset validation cash flow analytics, down payment assistance integration, the Freddie Mac mortgage readiness assessment, and credit report tools are available through RxOffice.
| 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* |
* Through an integration with HomeTrack Online, clients can download Certificates of Completion from RxOffice.
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 |
* HomeTrack Online is fully integrated within RxOffice.
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
In addition to the reports listed below, IndiSoft can develop custom reports and forms for an additional fee based upon the scope of the work.
| HUD-9902 | |
| Other pre-packaged reports | |
| Customizable reports | |
| Client satisfaction survey results |
RxOffice’s pre-packaged reports include Cases Opened, Client Characteristics Report, Document Feedback Analysis Report, Note detail Report, Case Trend Report, User Log Report, Detailed Case Information Report, HUD 9902 Verification Report, Case Status Report, Case Activity Report.
9902 Reporting
| Error messages identify specific error and location | |
| Edits can be made from 9902 preview | |
| Submitted as single or multiple packages | Single Submission |
Customizable Fields
| Counseling outcomes | |
| Counseling type | |
| Counseling status | |
| Referral source | |
| Funding organization/source |