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CounselorMax Product Update

As we develop the new NeighborWorks Compass system, we have received many questions about the future of CounselorMax. CounselorMax is still accepting new customers, will remain fully HUD-compliant, and is not sunsetting anytime soon. At least a year’s notice will be given to all users prior to this event.
NeighborWorks is committed to making sure the changeover is as informative and smooth as possible, and frequent communications will be provided leading up to sunsetting so that no one feels left behind. If you are interested in receiving more targeted communications, please take a 5-minute survey  to help us assess your interest and readiness to onboard onto NeighborWorks Compass in the future. 


To homeownership counselors across the country, CounselorMax is more than just a client management tool. It’s a web application built to take the busywork out of your workflow process. Housing counseling managers and agency executive directors can track the effectiveness of counselors, both individually and as a group, with greater ease – generating quantitative data to show funders, partners and clients the efficacy of your counseling program.​

CounselorMax. As easy to learn as it is to use.

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CounselorMax brings down the cost of boosting productivity

Considering the hours of time and trouble CounselorMax can save homeownership counselors, its $595 annual subscription adds up to be an exceptional value.

Whether being utilized for pre-purchase counseling and education or loss mitigation, CounselorMax® is a cost-effective solution. By improving workflow, it helps homeownership counselors meet increasing professional demands, while decreasing the costs of doing business. >> More information about features

CounselorMax. As easy to learn as it is to use.

Being so user-friendly, CounselorMax's learning curve is short. Intuitive and thoughtfully designed, the system helps most homeownership counselors feel at home in no time. Training can help you make the most of our web application, in the least amount of time. To learn more about live training options, visit the NeighborWorks Training Calendar. Stay in-the-know about the latest HUD updates and new functionality such as CounselorMax Management Reports by signing up for our online, instructor-led Webex training sessions. 

Outstanding support: Learn more. Do more.

Just as CounselorMax stands by the capabilities of our web application, we're always standing by should subscribers have any issues or questions. Discover all the ways that CounselorMax® helps you to stay on top of everything.  If you ever need support, prompt technical assistance is never more than an email away at [email protected].
  • Convenient

  • Affordable

  • HUD-Certified

Take productivity to the Max. For minimal cost.


CounselorMax Client management system, web application, HUD 9902 Certified.
CounselorMax license costs are $595.00 per year for a base of 5 users (seats).
Additional seats can be ordered for $150 per year per seat.
Annual CounselorMax License Renewal: $595.00 
Additional Seats (above base 5):  $150.00 per seat (user)

Always user-friendly. Now even more useful.

For both content and accuracy, CounselorMax sets the standard for quality reporting. Continuously updated to meet regulatory compliance, it's now been upgraded with added features. Please reference the CounselorMax brochure to check out system functionality.
CounselorMax Features
Take a Tour of the CounselorMax system in this video demonstration.
NeighborWorks Compass
CounselorMax Features
National Industry Standards
NeighborWorks HECM Training
NCHEC Certification

Contact Us

For more information: 
[email protected]

For technical assistance and support: 
[email protected]
Order Today
Whether you use it for pre-purchase counseling and education or loss mitigation, CounselorMax is a cost-effective solution.
Download the CounselorMax brochure
Learn more about the in-depth features and tools that make CounselorMax the go-to choice.