CounselorMax
The Basics
CounselorMax® is a web application, created in 2004, that is best suited for any agency in the housing counseling field. It works well for homeownership counselors and has earned its reputation as one of the industry’s premier client management tools. With frequent updates and enhancements, CounselorMax improves workflow so that counselors can help make sustainable homeownership a reality for more clients. For more information, visit the CounselorMax website.
Costs |
|
Sample Landing Page
Tech Support |
|
Platform & Setup  |
|
Counseling and Group Education
| One-on-One Counseling Features | Group Education Features | ||
| Track hours spent counseling |  |
Track all fields required by HUD (including attendance and demographics) | |
| Capture all fields required by HUD | |
Registration/rosters | |
| Distinguish between prospective/actual clients | |
Course Logistics (including instructors and location) | |
| Track case funding | |
Track funding | |
| Track fees charged by agency | |
Track fees charged by agency | |
| Link to credit reporting agency | |
Mail merge to create certificates of completion | |
| Track changes in credit score | |
||
| Document storage for client files | |
||
| Track changes in budgeting habits | |
||
| Follow up reminder | |
||
| Loan comparison |  |
||
| Financial calculators | |
||
| Budgeting tools | |
||
| Credit improvement tools | |
| Output Documents | Interaction with Housing Counseling Tools | ||
| RMA | |
eHome America | |
| UBA | |
Framework | |
| Budget | |
Hope LoanPortal | |
| Hardship Letter | |
||
| Action Plan | |
Administration
| Staff Management Features | Workflow Features | ||
| Separate staff can be assigned to same client (such as for intake and counseling) | |
Dashboards | |
| Track staff training records | |
Sort and filter cases | |
| Track staff certifications | |
Export records | |
| Track HUD Individual Certification | |
Import client cases | |
| Counselor time sheets can be created (including grants tied to client/time) | |
Interface with other programs (Microsoft Office 365, MS Outlook, other connections) | |
Client Interface
| Client Interface | |
| Portal for client to input data | |
| Client can register for group education or 1-to-1 appointments | |
| Can send client satisfaction surveys from the product | |
| Can email clients or lenders and other stakeholders | |
Reports & Customization
| Pre-Packaged Reports | Customizable Fields | ||
| HUD-9902 | |
Counseling outcomes | |
| Client satisfaction survey results | |
Counseling type | |
| Customizable reports | |
Counseling status | |
| Other pre-packaged reports | |
Referral source | |
| Funding Organization/Source | |