Tool profile · Non-Profit, Charity & NGO
CaseXellence FAMS CX Credit Counselling Software
CaseXellence FAMS CX is a cloud-based case management platform for housing and credit counseling agencies that handles client intake, credit report imports, document management, debt management plans, compliance auditing, and grant tracking including HUD 9902 reporting.
Why it stands out
It is purpose-built for the regulatory and funding realities of counseling agencies, combining self-editable compliance document templates, built-in QA audit workflows, and HUD grant reporting in a single configurable platform.
Who it's for
Decision makers
Who typically buys or approves it
- Executive Director
- Chief Operating Officer
Day-to-day users
Who works in it
- Program Manager
- Operations & Admin Assistant
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