Housing Counseling FAQ

Is there a certain order in which client files need to be?

Date Published: March 2015

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It is important that the system used by the agency lends itself to easy monitoring by HUD. There is no particular order required by HUD as long as everything is in the file (either electronic or a combination of electronic and paper). We understand that the files must have functionality for the agency. Since October 1, 2007, all Housing Counseling Agencies participating in HUD’s Housing Counseling Program are required to use a Client Management System (CMS) that interfaces with HUD’s databases in order to collect and submit agency and client level data – the result is that much information that would have traditionally been in the hard copy file is now maintained electronically.

Tags: Housing Counseling Program Recordkeeping