Jump to sectionOverview▾
Industries we serve
Built around the way your organization serves clients.
Client Support Software supports organizations navigating complex financial, housing, and client-service workflows—connecting intake, assignments, documents, communications, financial operations, outcomes, and reporting without flattening every program into the same process.
- Configurable by program
- Cloud hosted
- Built for connected client work
Start with your operating model
Understand the work before choosing the software.
Start with the jobs the team must complete, then map those needs to the appropriate product, configuration, integrations, and implementation path.
Coordinate financial assessment, proposals, enrollment, creditor and biller work, client payments, disbursements, returns, and reporting.
Explore this workflow IndustryHousing CounselingOrganize household and housing data, counseling sessions, action plans, follow-up, funding context, documents, and reporting-oriented workflows.
Explore this workflow IndustryDebt SettlementConnect enrollment, settlement-offer review, portal-supported decisions, program documents, communications, and configurable follow-up tasks.
Explore this workflow IndustryMedical InsuranceConfigure client records, assignments, documents, communications, reporting, and eligible third-party connections around the service model.
Explore this workflowCMA for DMP operations
Keep the client plan and the payment operation connected.
Debt management organizations need more than a contact record. CMA can connect assessment, budgeting, proposals, enrollment, creditor and biller work, client service, payments, disbursements, returns, documents, and reporting.
Explore CMA for debt programsAssessment & client budget
Capture financial information, build the client budget, and support configured credit-report workflows.
Proposal & enrollment
Coordinate online proposal offers, configured program documents, approvals, and enrollment tasks.
Creditor & biller operations
Support automated biller matching, mass biller updates, RPPS-oriented processing, and return-file workflows.
Payments & disbursements
Manage configured payments, fees, disbursements, returns, reconciliation, and related accounting activity.
Program rules & documents
Configure initial-payment and monthly-fee rules, FairShare tracking, contracts, letters, and task flows.
Management visibility
Review client progress, payment operations, workload, exceptions, lead sources, and program reporting.
HMA on the CMA foundation
Put counseling activity, client commitments, and reporting data in one workflow.
HMA extends the shared platform with housing-specific information for counseling agencies, intermediaries, and multi-program organizations—while preserving documents, communication history, assignments, and follow-up around the client relationship.
Explore the HMA workflowFinancial & DTI analysis
Track income, expenses, debts, affordability context, and configured debt-to-income calculations.
Housing-specific data
Organize household, housing goal, foreclosure-prevention, and counseling-specific information.
Action plans & follow-up
Document recommendations, commitments, counseling activity, next steps, and follow-up.
Sessions & agency structure
Track individual or group activity and support multi-agency or intermediary structures when configured.
Fees, funding & scores
Track configured fees, funding sources, credit-score history, and related reporting fields.
Documents & reporting data
Connect client documents, HCDS-oriented tools, 9902 validation, and submission-oriented workflows.
Coordinate counselors, clients, sessions, documents, funding context, and follow-up.
Give agency teams a shared operating view for individual and group counseling, action plans, client commitments, outcomes, reporting fields, and day-to-day service activity.
- Counselor and client workflow
- Sessions, documents, and action plans
- Agency reporting and funding context
Support oversight across multiple participating agencies.
Structure agency-level access and operations while creating a clearer path for intermediary review, multi-agency coordination, configured reporting, and, where supported, multi-state submission structures.
- Multiple participating agencies
- Agency-aware permissions and oversight
- Consolidated reporting-oriented workflows
HMA is designed to support configured ARMv6 / electronic 9902-oriented workflows and HCDS-related tools. Current vendor authorization, agency eligibility, field coverage, submission compatibility, and deployment configuration should be confirmed for the intended use.
Specialized client-service paths
Configure the workflow around the program being delivered.
Debt settlement and medical-insurance operations can use the same task-oriented foundation while keeping their own data, documents, decisions, and follow-up.
Make offers, approvals, documents, and next actions easier to follow.
Use CMA to organize the settlement workflow without separating it from the client record and communication history.
- Settlement-offer review through configured client portal workflows
- Fax batching and program-enrollment support
- Custom task paths for settlement work and follow-up
- Central documents, communication history, approvals, and reporting
Shape client-service software around a configurable operating model.
Medical-insurance organizations can begin with the real client-service process, then configure the data, tasks, documents, reporting, and eligible integrations around that operating model.
- Configurable client and household information
- Task-driven intake, assignment, and follow-up
- Documents, templates, messages, and client history
- Reporting fields and scoped third-party API planning where supported
Industry-to-solution map
Start with the program. Connect the right products.
Use the primary solution as the operating foundation, then connect marketing, telephony, payment-processing, integration, or migration capabilities where the workflow calls for them.
Financial assessment, DMP workflow, payments, disbursements, creditor operations, portal, and reporting
PPA · PBX · WMA · migrationHousing data, counseling sessions, action plans, follow-up, documents, and reporting-oriented workflows
PBX · SMS · credit data · migrationEnrollment, settlement-offer review, custom tasks, documents, communications, and follow-up
Portal · eFax · PBX · migrationClient information, tasks, documents, communication history, reporting, and integration planning
APIs · WMA · PBX when applicableA better discovery conversation
Bring the workflow that is hardest to manage.
Start with the program, people, current systems, data, handoffs, reporting obligations, and client experience. From there, the team can identify the product configuration, integrations, migration path, and services that fit.
See your industry in the platform
Show us how your organization serves clients.
We’ll map the people, steps, information, decisions, and reporting behind the work—and identify a practical product and implementation path.