The Prospect/Lead Case is where the Counselor would go to create a new case.

To learn more about the New Case Tab click here

The Import Prospect Case is where the Counselor would go to create a new case.

To learn more about the New Case Tab click here

The New Case Tab is where the Counselor would go to create a new case.

To learn more about the New Case Tab click here

The RxOffice^® Premium portal offers a feature in which the name of a Counselor or any other User that is involved with the case could be assigned to that specific case and this feature is accessible for all case types.

To create Reviewer User click here

The Pre-Purchase case type provides Borrower's seeking pre-purchase counseling, which is specific guidance tailored to the needs of an individual to overcome specific obstacles and/or address special situations and concerns. Pre-Purchase cases include information and/or guidance that are designed to better prepare families for the responsibilities of homeownership by explaining the home-buying and financing process, encouraging financial planning and money management, and highlighting home maintenance and repair issues.

To create Pre-Purchase case type click here

The Loss Mitigation case type is used as an alternative to foreclosure, which works to negotiate mortgage terms for the Homeowner.

To create Loss Mitigation case type click here