Smart Systems: Technology & Compliance for Virtual Housing Counseling 

Strengthen your housing counseling practice by effectively using technology in virtual and hybrid service delivery. This course is designed for counselors navigating digital tools while maintaining HUD-compliant documentation and protecting client information. Participants will gain a practical understanding of Client Management Systems (CMS), CRM platforms like Salesforce and HubSpot, and tools for virtual meetings, secure document collection and e-signatures. The training also highlights best practices for organizing digital client files and maintaining accurate records. By the end, you will be better equipped to deliver efficient, compliant and client-centered services in a technology-driven environment. 

Cost: $50 for non-members, FREE for members