Client Module

• Multiple addresses and telephone numbers
• Email and website addresses
• Spousal information
• Non-client information via internal rolodex system
• Socio-economic information, training programs, and technical assistance
• Household income includes HUD, HHS, TANF etc.
• Customized client information via user-defined fields

Additional features provide you with the ability to:

• Add notes/memos to any client
• Associate any documents with a client (ex. Adobe® PDF, Microsoft® Office Word, Excel etc.)
• Add multiple Personal Statements for determining net worth and credit bureau information
• Administer Self-Employment Programs and Services
• Create custom client groups with either private or public access
• Perform mail merge functions for form letters, loan documentation or security documents etc.
• Enjoy a complete Contact Management System including appointment scheduling
• Enter to-do and diary items enabling reminders for any event or task