NeighborWorks Compass
The Basics
NeighborWorks Compass (Compass) is offered by NeighborWorks America and is designed for organizations operating housing counseling programs focused on homeownership counseling. Compass focuses on the development and maintenance of tools that allow organizations to assist clients with sustainable homeownership.
Costs
One-Time Costs: There is a one-time $1,000 charge for migration and onboarding to Compass
Annual Fee: Pricing starts at $600/year for NeighborWorks America network members. The price varies depending on NeigborWorks America membership and the number of users.
Visit the NeighborWorks Compass webpage for more information about Compass features and pricing.
Training & Technical Support
IT Hours: 9:00AM – 5:00PM ET
| Live Help Desk Support | |
| Support Ticket System | |
| Webinars | |
| Forums |
Platform & Setup
NW Compass is a web-based system that runs on the SalesForce platform. The use of Salesforce provides organizations with optional access to thousands of third party apps built for Salesforce. Setup of the system is conducted remotely and can take two to four 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
Output documents can be configured with 3rd party apps.
| RMA | |
| UBA | |
| Budget | |
| Hardship letter | |
| Action plan | |
| Signed intake | |
| Signed disclosures/authorizations |
Program/Tool Interactions
Use of the Salesforce platform provides Compass users with access to thousands of third party apps.
| 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, clients have access to online registration for group education courses.
| 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 |
Compass’s pre-packaged reports include NeighborWorks Quarterly Reporting; HUD 9902 data validation reports and activity logs; demographic reports and dashboards; lead management reports and dashboards; and service reports for outcomes and attrition.
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 |