Outcome Tracker

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The Basics

Outcome Tracker was developed in 2001 by VistaShare LLC and is designed for nonprofits in the United States and Canada. The system is highly customizable, with a client portal that includes many features. It is best suited for organizations that have multiple client programs and need a customizable, integrated database. Outcome Tracker is used by 18 HUD-approved housing counseling agencies. For more information, visit the VistaShare website.

 

Costs
  • Base one-time licensing fee of $500
  • $500 – 700 for data conversion
  • $320 – 370 per month depending on modules purchased and program size
  • Additional $10/month for each user beyond the 5 included in base package

Sample Landing Page

Tech Support
  • Helpdesk support included
  • Webinars
Platform & Setup 
  • Project manager will help with configuring system and training team on daily use and customization
  • Remote setup (in person available at additional cost); takes 1 – 2 months
  • Base package includes 5 user accounts

 

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 Credco
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 (Emma, Constant Contact)

 

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

 

Other Notes & Features

  • High level of client portal customization. Clients can securely access the system via phone, tablet, or computer and are able to customize their portal theme.
  • Can message clients via text or email.