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Neighborworks-image-82The CounselorMax® client management software is a powerful web-based tool for housing counselors. It automates nearly every aspect of education and counseling tracking, from outreach and intake to scheduling, consumer classes, data collection and reporting—including custom management and HUD 9022 reporting.

The intuitive, user friendly tool also includes pre- and post-purchase homeownership counseling tools and financial capability program tracking. Training and ongoing technical assistance are available via regularly scheduled webinars, email and phone.

CounselorMax is ideal for:
  • Housing Counselors
  • Financial Counselors/Coaches
  • Education and Counseling Program Managers
  • And other professionals at housing counseling agencies

For more information, visit or call 866-720-1807.
"We were able to easily retrieve data and prepare a report that showed what  we’ve accomplished; we won a grant."
- Housing Counselor, CounselorMax user

Contact Us

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For technical assistance and support: