Course Details

HO222 CounselorMax for Decision Makers and Administrators

In this course, agency decision makers learn how to maximize process flow and reporting fully using the CounselorMax client management system. Participants learn to establish goals for success and develop an implementation plan to use CounselorMax in a way that supports current housing counseling operations. Designated CounselorMax administrators and managers will learn to set up an agency and crate counselor roles within and agencies database, customize values so data fields yield important funding source information, and learn about the reporting function including how to produce HUD's 9902 quarterly and annual reports. Make CounselorMax work for your agency with the skills you learn in this course.

Course Length: 1 Days

Tuition: $385.0

Course counts toward a professional certificate (PCP): No