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Software for complex client work
Different programs need different workflows.
Debt management, housing counseling, debt settlement, and financial counseling each work differently. Client Support Software connects client records, tasks, documents, communications, payments, and reporting while giving every program the process it needs.
- Configurable by program
- Cloud hosted
- Built for connected client work
Start with your operating model
Is this designed for an organization like ours?
Client Management Application (CMA) is the usual starting point for financial counseling and debt programs. Housing Management Application (HMA) is the housing counseling product on the same foundation. Website Management Application (WMA) and Payment Processing Application (PPA) are optional products for marketing and payment workflows.
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, next steps, funding context, documents, and reporting workflows.
Explore this workflow IndustryDebt SettlementConnect enrollment, settlement offer review, decisions through the portal, program documents, communications, and configurable tasks for next steps.
Explore this workflow IndustryMedical InsuranceConfigure client records, assignments, documents, communications, reporting, and eligible external 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 programs- You provide financial counseling or operate a debt management program.
- Your team coordinates budgets, proposals, creditors, billers, payments, disbursements, returns, and RPPS processing.
- You need program tasks, documents, communications, and reporting around one client record.
- A nonprofit credit counseling agency operating a debt management program.
- A multi-office organization coordinating counselors and payment operations.
- An agency replacing a legacy debt platform and migrating historical records.
- Primary product
- Client Management Application (CMA) for financial counseling and debt program operations.
- Optional additions
- Payment Processing Application (PPA), website marketing, PBX, credit data, eFax, AI support, and migration are added only when the operating model needs them.
HMA on the CMA foundation
Put counseling activity, client commitments, and reporting data in one workflow.
HMA extends the shared platform with housing information for counseling agencies, intermediaries, and organizations with multiple programs. It keeps documents, communication history, assignments, and next steps connected to the client relationship.
Explore the HMA workflow- You are a housing counseling agency, intermediary, or organization coordinating multiple programs.
- Your team manages counseling sessions, action plans, client commitments, documents, funding context, and next steps.
- You need debt-to-income calculations, agency structure, reporting fields, and configured submission workflows.
- Housing Counseling Agencies coordinating counselors, clients, sessions, documents, and outcomes.
- Housing Counseling Intermediaries that support oversight across multiple participating agencies, including submission structures across states where supported.
- A multi-program counseling organization that needs separate workflows on one client operations foundation.
- Primary product
- Housing Management Application (HMA) on the shared CMA platform foundation.
- Optional additions
- PBX, SMS, credit data, website marketing, AI support, and migration are added when the counseling and reporting model calls for them.
HMA is designed to support configured ARMv6 and electronic 9902 workflows, along with HCDS 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 structured foundation while keeping their own data, documents, decisions, and next steps.
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 next steps
- 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
- Structured intake, assignment, and next steps
- Documents, templates, messages, and client history
- Reporting fields and scoped external API planning where supported
Industry and 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, next steps, documents, and reporting workflows
PBX · SMS · credit data · migrationEnrollment, settlement offer review, custom tasks, documents, communications, and next steps
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. Then we’ll identify a practical product and implementation path.