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Counseling / DMP Setup
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Home > Product > Components > Counseling / DMP Setup

The counseling module enables the counselor to capture client demographics, assets, income, debts and housing information during the counseling session in order to provide accurate counseling. By capturing the data during the counseling session, the counselor can provide the client with a budget and other documents tailored to help the client manage their debt

A quick debt analysis tool allows the counselor to rapidly determine if the client is a candidate for a Debt Management Plan before going though the process of entering all of the creditor details.

All of the entered information is available for future counseling sessions with the client. The information can also be used by the agency for marketing and statistical analysis.

Features and Benefits

Feature

Benefit

Collect client demographics, income, assets, and liabilities Accurately establish the cause of the client condition and client readiness to resolve condition.
Auto generated budget Compiles client information into a budget for financial counseling
Creditor Quick Analysis Allow rapid entry of creditor liabilities to determine if the client is a good prospect for DMP
Detailed Liability Entry with on-line concession policy Applies Creditor concessions to maximize proposal acceptance and accurately calculate DMP payments for client
Multiple client payments per month.  Can be tailored to client's payroll schedule Increases the likelihood of client retention by collecting client payments on an optimal schedule
Automated fee determination based on accessed features and services Maximizes appointment fee collection by eliminating the need for counselors to manually determine charges.
Customizable marketing questions Enables responses to marketing questions to be captured from any counseling page.Enables refinement of services.
Housing Counseling Enables HUD compliant Housing
Client Documents On demand or queued for later printing Client documents can be printed real time for Face-to-Face appointment or queued to a central point for later printing (telephone appointments)
Counseling module can be accessed from scheduled appointment or on-demand Supports immediate counseling with out the need to schedule an appointment.
Categorizes clients based on ability to complete the DMP Allows for rapid determination and response for  at-risk clients.
Counselors need only enter the names of the creditors - Quick Creditor Lookup. This eliminates wasted time while the counselor searches for the correct creditor and avoids incorrect assignments.
Automatically calculates interest savings for clients with and without DMP Enables counselors to show clients the interest savings that can result from going on the DMP.Increases likelihood of client signup.