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32 video guidesUpdated September 2026
Housing counseling agenciesExplore what HMA can do
10:07New to CMA? Start here
One platform. Your services, connected.
Explore CMA for debt management, housing counseling and other services. See how simpler workflows can reduce repetitive work and operating costs.
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Getting started
Start with the platform overview, then get comfortable with the workspace and find the right record.
10:07Getting started
Start here: CMA platform overview
Understand how CMA connects service delivery, makes everyday work easier, and can reduce repetitive administration and operating costs.
1:16Getting started
Sign in and use the CMA workspace
Sign in, establish scope, find a record, and locate help.
2:08Getting started
Find a lead and review the right account
Find the assigned lead, verify its identity and context, and locate the correct creditor account.
Lead management
Follow a lead from intake and counseling through enrollment.
1:48
1:56Lead management
Add and review creditor accounts
Save correctly matched accounts and verify imported debt classifications.
2:06Lead management
Build and review a household budget
Save an accurate original budget and a realistic suggested budget.
2:09Lead management
Generate enrollment paperwork and verify follow-up
Send an approved package and verify completion without bypassing validation.
2:11Lead management
Work follow-up tasks and disposition a lead
Complete a real follow-up action and record the correct next state.
2:01
2:12Lead management
Use LMA reports to decide the next action
Run a scoped report and interpret its date and outcome definitions.
2:02Lead management
Review enrollment and hand off to DMA
Decide whether an enrollment file is ready and verify the receiving DMA record.
Client management
Manage active clients, creditor accounts, RPPS and proposals.
2:11Client management
Start service for a DMA client
Verify service ownership, create a clear request, and distinguish lifecycle review from routine task work.
2:25Client management
Maintain RPPS billers and process returns
Maintain current biller data and reconcile a test return import.
2:21Client management
Prepare a DMA creditor account
Verify a DMA creditor’s identity, delivery destination and terms, then check the saved result.
2:30Client management
Send proposals and resolve creditor responses
Distinguish sending, creditor acceptance, and client offer approval.
Accounting
Process payments, then follow the seven steps of disbursement.
2:07Accounting
Process daily payments
Review returns, create the correct batch, and distinguish generation from settlement.
2:19Disbursements / Step 1 of 7
Follow the daily disbursement sequence
Explain the checkpoints before and after disbursement generation.
2:07Disbursements / Step 2 of 7
Import and verify Fair Share
Choose the intended import behavior and verify Company-specific Fair Share.
2:05Disbursements / Step 3 of 7
Clear settled payments and reconcile totals
Clear only confirmed funds and verify the reconciliation record.
2:20Disbursements / Step 4 of 7
Resolve payoffs and manual-disbursement tasks
Resolve an exception without inventing funds or duplicating disbursements.
2:14Disbursements / Step 5 of 7
Generate and verify a disbursement batch
Create one authorized batch and account for generated and skipped records.
2:06Disbursements / Step 6 of 7
Investigate client balances
Explain residual or negative balances before taking corrective action.
2:18Disbursements / Step 7 of 7
Create and reconcile disbursement outputs
Generate the correct output once and preserve delivery evidence.
Administration
Configure users, documents, tasks, the client portal and system settings.
1:47Administration
Find system configuration and review its scope
Find the owning configuration and verify a controlled change.
2:17Administration
Create a user and verify access
Provision the intended role and explicitly test organizational scope.
2:17Administration
Configure Client Portal access and steps
Verify an approved portal sequence with synthetic client access.
1:49Administration
Understand Client Portal package composition
Maintain an ordered package and verify the client journey.
2:34Administration
Edit and test document templates
Produce a tested template without mixing staff and developer instructions.
1:39Administration
Trace task automation before editing
Trace a task and verify its creation, completion, and side effects.
2:15Administration
Trace a file and its processing result
Connect an import or export with its transactions and outcome.
2:04Administration
Investigate activity with audit reports
Build a scoped activity timeline and separate evidence from inference.
Housing counseling
Explore HMA with an overview for prospective Housing Counseling Agencies.
3:25Housing counseling
Housing Management Application: a tour for Housing Counseling Agencies
Understand how intake, counseling, education, follow-up and reporting connect, and evaluate the fit for an agency.
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