Basic Client Management Using CMAX- May 2, 2018
 
Registration Information
May 2, 2018 | 12pm - 2pm

Basic Client Management Using CounselorMax Webinar

The NHN Learning Alliance (NHNLA) is currently registering counselors for the  User's Guide to CounselorMax Webinar. It is a live on-line training that can be taken directly from your office. The training will take place on May 2, 2018 at 12:00 PM-2:00 PM EST. Upon confirming your registration, you will receive the log-in information for the webinar portal and downloadable materials for the course.

This course will cover the following:

* Flow of a client from start to finish-New prospect, counseling, through to a resolution

* Homebuyer Education-Scheduling, reminding, and flow of an education only client

* Using your calendar & reminders to maximize efficiency

* Overview of the 9902 report-Where does the data I enter go? Why is it important?

* Creating & using letters to keep your clients engaged in the process

* 10 must know tips on using CounselorMax daily

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