Course Details

Harness the power of CounselorMax and clearly articulate with quantifiable data the unique story of your organization’s accomplishments! This computer lab course is for individuals who are experienced users of CounselorMax and who are well-versed in all aspects of its functionality. The course shows participants how to MAXimize the value of this client management tool by fully integrating it within an organization’s homeownership counseling services. Participants will learn how to customize data points for an individual organization’s needs and to create customized reports which may be further enhanced using externally available tools to assemble and illustrate the valuable results achieved by your organization. Prerequisite: Client Management and Tracking with CounselorMax (HO220). To optimize your learning, it is recommended that the prerequisite coursework be taken at a prior training event.

Course Length: 2 Days

Tuition: $770.0

Course counts toward a professional certificate (PCP): No