Increasing the Effectiveness & Efficiency of Counselors

• Standard and custom reporting, including simplified and accurate HUD 9902. 
• Automated customer milestones for tracking across service types. 
• Counselor home page for monitoring entire counseling pipeline. 
• Training course administration. 
• User-friendly how-to-guides that cover system features and functionality.

Growing Organizational Stability

• Online payments. 
• Automated customer triage. 
• Outsourced services tracking. 
• Funding management. 
• Financial metrics dashboard. 
• Customizable service lines. 

Enhancing Customer Experience & Impact

• Customizable customer portal. 
• Task assignments. 
• Automated follow up. 
• Real-time, two-way document sharing. 
• Flexible connection via computer or phone. 

Read more about the counseling-focused features that will dramatically improve your impact. and explore FAQs about the system's advanced functionality. Or view the features comparison between NeighborWorks Compass and CounselorMax.