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Automations for Credit Counselors

Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.

O*NET occupation: Credit Counselors (13-2071.00). The software list and tasks below come from that record, not from guesswork.

Runs on software credit counselors already use

Matched through the tools this occupation is documented as using.

Software credit counselors use that we connect

What we can build for credit counselors

The job’s documented tasks, most important first. Each is a request away.

  1. Calculate clients' available monthly income to meet debt obligations.Quote it
  2. Explain services or policies to clients, such as debt management program rules, advantages and disadvantages of using services, or creditor concession policies.Quote it
  3. Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.Quote it
  4. Prioritize client debt repayment to avoid dire consequences, such as bankruptcy or foreclosure or to reduce overall costs, such as by paying high-interest or short-term loans first.Quote it
  5. Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.Quote it
  6. Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans.Quote it

Something specific to how you work?

Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.

Request a build for credit counselors