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The Basics

The CaseWorthy CMS is designed for non-profit organizations with multiple program areas. CaseWorthy aims to be a full circle system meeting all of an organization’s technical needs, whether through the CaseWorthy CMS itself or its sister softwares, ServTracker and medisked. CaseWorthy is a process-driven system designed to be customized around the different roles and pre-existing processes within your organization.

Costs

Please contact CaseWorthy directly for the exact pricing for your organization.

Contact CaseWorthy at https://caseworthy.com/contact for a demo of the product and pricing based upon your agency’s needs.

Training & Technical Support

As part of the onboarding process, agency managers are provided training to learn the system tools and functionality. To assist in their agency’s workflow, managers have the ability to add custom videos and notes within the system.

CaseWorthy assigns an account manager to your agency who can be reached for questions or assistance with the system.

IT Hours: 9:00AM – 8:00PM ET

Live Help Desk Support ✔
Support Ticket System ✔
Webinars ✔
Forums ✗

Platform & Setup

CaseWorthy is a web-based system focused on customization for individual agency needs. Your configuration of the system is built in collaboration with CaseWorthy after a discovery process to identify your needs. Setup of the system is conducted remotely and can take eight weeks or longer.

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

CaseWorthy has a public API and can interface with a variety of other applications, a list 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

HUD-9902 ✔
Other pre-packaged reports ✔
Customizable reports ✔
Client satisfaction survey results ✔

9902 Reporting

CaseWorthy uses a data quality report prebuilt in the system to identify errors before submission to HUD.
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 ✔