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In an increasingly virtual world, electronic and digital signatures are a valuable alternative to paper disclosures and certificates.Įlectronic/digital signatures are a legal alternative to written signatures. The Office of Housing Counseling sat down with Joe Weisbord, a Fannie Mae director who works with counseling agencies Cheryl Peterson, an HCO product specialist at Fannie Mae and Lyndsay Burns, director of housing counseling programs at the Housing Partnership Network, to discuss HCO’s retirement and next steps. Home Counselor Online™ (HCO) Updates from HPN, HomeFree-USA, NFCC, UnidosUS, and Fannie MaeĪn April 2018 Bridge article Housing Partnership Network Announces New Industry Collaboration to Standardize and Integrate Home Counseling Practices covered Housing Partnership Network (HPN), HomeFree-USA, the National Foundation for Credit Counseling (NFCC), UnidosUS, and Fannie Mae about their announcement of a joint effort to develop an exciting new platform for the housing industry that serves the needs of prospective and existing homeowners and renters across the U.S.Ī May 2018 Bridge article Home Counselor Online™ – The Next Generation discussed this new dynamic CMS with state-of-the-art functionality, an improved user experience, and the counselors that are guiding its development. Read To Build or Not Build an App: Should It Be a Question for Your Nonprofit? for more key questions to ask your organization before deciding to build an app on your own. While many counseling agencies and other solutions providers have chosen to build out their own CMS system for exclusive or public use, this route should only be pursued after a careful consideration and a review of existing CMS products.

Get the most out of a product demonstrationĬonsidering developing your own system or app?.Carefully evaluate your options by asking the right questions of the product sales team.Clarify your team’s priorities by reviewing your expectations, requirements, and tolerance for change.There are a lot of existing systems and technology options to choose from, so how will you decide? Read Choosing the Right Technology for Your Organization for a quick guide to selecting a CMS that works for your organization.

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Not sure how to select a CMS or other supplemental technology platform? HUD maintains an updated list of HUD certified CMS products on the HUD Exchange. Please note that the HUD-approved CMS guide was published in 2016 and may not contain the most up-to-date CMS provider information.

Ability to integrate with other apps and systems.

Housing Counseling Agencies may use this guide to compare CMSs and some of the following features:

Provides a robust on-boarding process, comprehensive online knowledge base, ongoing training, and reliable support.Ī guide to HUD-approved CMSs, published by Housing Action Illinois, provides nonprofit housing counseling organizations a tool to make a more informed choice of what system is the best fit, given each organization’s unique needs and budget.

Is a secure, web-based solution that supports mobile devices and easily integrates with other modules or “apps”.

Provides a client facing platform for increased ability to communicate with clients and simplified data collection and case management (In this context, client facing means that the system gives counseling clients access to documents, appointment management, communication systems, and other features so that the system is not only being used for recordkeeping and reporting by the counselor, but also by the clients they are serving).

Allows for easy collection of HUD reporting data and error-free transmission of data from the CMS to HUD’s Housing Counseling System (HCS).

Has a user-friendly interface and is easy for counseling staff to learn and use.

In addition to this page, Housing Counselors may also be interested in other existing technology oriented pages on the HUD Exchange:Ī good CMS possesses many qualities but some of the best systems share some basic features and functions that set them apart. CMS providers are beginning to provide more options for counselors to interface with clients online. A Client Management System (CMS) is an online housing counseling application that automates much of the housing counseling process, including client intake, file maintenance, financial and credit analysis, outreach, client notification, and reporting.