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Using CounselorMax: An Introductory Training for Home Stretch Educators

Wednesday, October 15, 2008 from 9:00 AM to 4:00 PM (CT)

Saint Paul, MN

Ticket Information

Type Remaining End     Quantity
One Participant Sold Out Ended Free  
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Event Details

The Minnesota Home Ownership Center is offering a free introductory training on how to use CounselorMax for tracking Home Stretch and homebuyer education participants.  Space is limited to 13 participants - register early. 

Participants will be able to:

  • Create and manage client files
  • Set-up education classes for tracking
  • Collect client data in a manner that promotes consistent and accurate reporting

Topics:

  • CounselorMax system overview
  • Establishing a client record
  • Creating the case file
  • Tracking client's education attendance
  • Tracking client's home purchase information
  • Closing the case file
  • Emerging Markets pilots requirements (covered during the last hour of the training)

Date & Time:   Wednesday, October 15th 9:00am – 4:00pm

 

Map and directions: http://www.spaar.com/contact/index.php?trWebAction=map

 

A box lunch will be provided to each participant.  If you have dietary restrictions or questions contact, Karen Duggleby karen@hocmn.org.  

 

 

 

 

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