The National Community Reinvestment Coalition Housing Counseling Network (NCRC HCN) has selected IndiSoft’s RxOffice Premium Counselor portal for comprehensive case management options and a recently enhanced document management suite.
“NCRC HCN’s efficiency and productivity will improve with the use of our easy-to-manage workflow management system,” said Sanjeev Dahiwadkar, CEO and president of IndiSoft, a technology development firm that specializes in systems for the financial services industry. “To best meet the needs of homeowners, NCRC HCN needs technology that will allow their counselors to customize and increase workflow while being able to communicate with homeowners via email and other methods. The RxOffice platform is proven to provide the transparency, connectivity and reporting capability to agencies counseling homeowners.”
RxOffice Premium Counselor portal will facilitate the management of multiple services for NCRC HCN, including customizable automated workflow, which includes submitting cases to servicers and emailing auto-populated loan packages to homeowners. Additionally, a direct-to-consumer portal allows homeowners to create and submit applications to their counselors via an NCRC-branded consumer portal.
By using the RxOffice Preminum Couselor portal, NCRC HCN can better track the time each counselor spends on activities giving management a clearer perspective of the number of hours needed for counseling services. The portal’s reporting capabilities includes being able to generate various grant reports such as HUD9902, etc.
“We plan to use IndiSoft’s RxOffice Premium Counselor to enhance our efforts to provide consumers with the housing-related counseling they need, as well as HECM and homeowner education,” said David Berenbaum, NCRC’s chief program officer. “The portal is customized to our workflow and will automatically email auto-populated documents to homeowners. It also allows us track and serve military veterans more effectively.”