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[NHNLA] Basic Client Management Using CMAX Webinar
December 6, 2017 @ 12:00 pm - 2:00 pm
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 December 6th, 2017 – 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