Manage pre-purchase counseling, foreclosure prevention, and everything in between — with automated HUD forms, grant tracking, and a full CRM behind it. Use it standalone or alongside credit counseling and debt management.
Leading agencies choose CreditSoft because it solves the problems that actually slow them down.
CreditSoft automatically retrieves HUD counties and income levels using HUD's API. Your appointment system is fully integrated with HUD. Track grants, activity, and automatically generate HUD Form 9902.
Stop spending hours filling out HUD Form 9902. CreditSoft pulls the data from your counseling activities and generates it automatically — accurate, compliant, and ready to submit.
A full multi-user calendar with availability checks, HUD grant linking, business hours configuration, and recurring appointment setup. Clients can also book appointments through the web portal.
Track your HUD grants and activity in one place. Link appointments and counseling sessions to specific grants so reporting is accurate and audit-ready at all times.
The housing counseling module integrates seamlessly with CreditSoft's credit counseling, debt management, and financial planning tools. Offer comprehensive services without juggling separate systems.
Complete audit trail, automated compliance workflows, and accurate reporting. Agencies using CreditSoft consistently pass HUD audits and funder reviews with zero findings.
From pre-purchase counseling intake to HUD reporting, CreditSoft handles the complete housing counseling workflow.
CreditSoft connects directly to HUD's API to retrieve counties and income levels. Appointments link to HUD grants. Form 9902 is generated from your actual counseling data. Grant activity is tracked automatically. You stay compliant without the busywork.
HUD module & grant tracking
The housing module sits on top of CreditSoft's full platform — client management, budget and financial tools, automated workflows, e-signatures, document generation, reporting, and more. Add credit counseling or debt management at any time.
Full CRM & agency operations
Book a personalized demo and we'll show you exactly how CreditSoft fits your agency's workflow.
Most agencies go live in 30–45 days. We handle the migration.