Housing Counseling Case Management Software

The Vendor is required to provide for a housing counseling case management system (CMS) should streamline the counseling process, ensure data accuracy, and facilitate electronic reporting to the department.
- Key functions of the housing counseling case management system include:
•    Client intake 
•    Client financial analysis and budgeting  
•    Client management
•    Education management 
•    Data analysis  
•    Reporting 
•    Process automation
•    Development and configuration  
•    Compliance 
•    Security 
•    Training, testing, and support
•    Data export to other systems 
•    Consumer and client facing portal.