Online Training

We train and coach hundreds of counselors, managers and executive directors online each year. We conduct train the trainer sessions, small, medium and large group sessions tailored to your mission. We provide training in the areas of mortgage lending, compliance, the FICO scoring model, consumer credit, financial literacy, team building, professional and leadership development.

Work Flow Process

We evaluate your organizational work flow process and procedures to help you determine the best way to match daily operations with stated overall goals. We believe in tailoring each daily activity to the organization’s global vision of success. In short, we work with you in helping you provide solutions for the clients you serve.

Technical Assistance

We are recognized as subject matter experts on the CounselorMax client management software. Improved database management, accurate reporting, enhanced usage and increased levels of compliance are our goals for your organization.

Curriculum Development

We develop curriculum for organizations in areas ranging from financial and credit literacy to tailored programs for corporate organizations. As a result, this helps organizations increase their effectiveness.