CMSguidecoverThis guide to HUD-approved Client Management Systems (CMSs) presents side-by-side profiles of each system to help housing counseling agencies choose the one that best fits their needs. The decision is an important one, as agencies rely on CMSs to manage their work with clients and track their outcomes while helping households seeking to make informed home purchases or rental decisions, repair credit, and budget for the future. Trying to compare these complicated systems can be daunting to a housing counseling organization, especially since many don’t have an IT department to help evaluate or keep up a CMS.

Download the report now »

Need one-on-one advice as you decide which CMS is best for your organization, or personal training in the one you have? Interested in a physical copy of the guide? Contact our Director of Technical Assistance, David Young, at 312-939-6074 x. 202 or





“It allowed me to review just those suited to our needs. Product cost comparison was made easy with this format. Being a small agency with limited IT resources, I especially like the ‘Best Suited For’ comparison.”

– Barbara Waymire, C.E.F.S. Economic Opportunity Corporation (Effingham, IL)


“It’s a great tool. It allows a counseling agency the ability to more easily and efficiently review the CMS offerings that may be most appropriate for their agencies.”

– Derek Adkisson, South Suburban Housing Center (Homewood, IL)