Counseling in Action Online Counseling Software
Build Confidence. Create Action.
Technology for personalized action plans from credit analysis to debt resolution.
Guide your clients through life’s challenges with confidence!
Key Functionality
Accessible over the Internet from any device
Ability to send a link for clients to complete demographic and income and expense information prior to the session
During the session review and compare with credit report and statements
Allows counselors to take notes and collect additional information to open-ended questions
Integrated calculators for gathering information and making projections
Stored data for easy retrieval and analysis
Integrates with most customer relationship management platforms, including ZOHO CRM, to create a complete business platform
Subscription Benefits
Assist clients in evaluating their spending habits and identify areas for financial improvement
Educate clients on credit scores to improve their creditworthiness
Analysis of monthly spending, discretionary income, debt-to-income ratio, and net worth
Assess the available options and programs for student loan repayment plans that align with the client’s financial goals and current situation
Ability to gather specific information that the counselor will require through self-directed sessions. By utilizing this approach, counselors can effectively manage their clients’ needs and improve the quality of care provided
Develop an efficient action plan to effectively alleviate debt, facilitate home ownership, and pursue academic endeavors
