mississippi home corporation home counselor online start-up guide

MISSISSIPPI HOME CORPORATION 

HOME COUNSELOR ONLINE 

START-UP GUIDE 

COMPREHENSIVE AND SECTION 8 HOMEOWNERSHIP 

HOUSING COUNSELING 

A Step-By-Step Guide to 

• Setting up Home Counselor Online (HCO) for MHC Grants 

• Sharing Reporting Information with MHC 

• Setting up Clients for Funding by MHC 

Page 1 of 19 Revised 2/11/2005

INTRODUCTION 

This Start-Up Guide is divided into Four Sections 

Section 1: 

Section 2: 

Section 3: 

Section 4: 

How to create a relationship with MHC 

How to set up Funding Grants 

How to share client data with MHC for reporting 

How to set up clients for funding from MHC 

Support Resources 

This guide focuses on getting your agency ready to work with MHC during the 

2004-2005 HUD funding cycle. To review all the features available or for a 

comprehensive step-by-step walk through of HCO, please refer to the Online 

Help link in HCO or download the User Manual (available in the Online Help). 

MHC Contacts 

Ursula Thompson (601) 718-4620 or uthompson@mshc.com 

Julie Brooks (601-718-4621 or jlbrooks@mshc.com 

Kim Johnson (601-718-4638 or kjohnson@mshc.com 

Fannie Mae Contact 

Customer Contact Center (877) 722-6757 (Option 4) 

Additional Online Resources 

Once you are registered with HCO, go to Home Counselor Online in 

eFanniemae.com where you can log in to review the most recent updates and 

general information that will help you maximize the benefits of HCO. 

Important! Only persons registered in HCO as “Agency Administrator” will be 

able to perform the administrative set up functions. There is no limit to the 

number of counselors that can be signed up as administrators per agency. 


SECTION 1 

CREATING A RELATIONSHIP WITH MHC IN HCO 

After signing into HCO, from the Home page, complete the following steps to 

create an Agency Relationship with MHC. 

1. Click on Administration 

2. Select Set Up 

3. Select Agency Relationships 


This will bring you to the Relationship Setup page, click on the Establish a 

New Relationship button. 


1. Type Mississippi Home Corporation in the Agency Name box. 

2. Click on Search 


1. On the Agency Search Results page, click on the button next to MHC 

2. Click on Next 

3. On the Establish Agency Relationship page, place a check mark in the 

box beside Reporting and Funding 

4. Click on Save 


You will then return to the Relationship Setup page. Look for the section on this 

page with a heading of Relationships Initiated By (Your Agency Name). You 

will see two lines for MHC with a Status of “Requested”. This means that you 

have successfully requested an agency relationship with MHC. 


The next step is for MHC to approve your request in HCO. Once MHC has 

confirmed your request, the Status will change from “Requested” to 

“Confirmed” 


1. Click on Administration 

2. Select SetUp 

3. Select Funding Grants 

SECTION 2 

SETTING UP FUNDING GRANTS 

On the Funding Grants page, click Add Grant 



Fill in fields with following information: 


When all grants are entered, screen will look like this: 


SECTION 3 

SHARING CLIENT DATA WITH MHC 

Once you have decided you will be requesting funding from MHC for a client, you 

will need to share that case with MHC in HCO: 

Click on the case you wish to share and then complete the following: 

1. Select Agency Relationships and click on Grant Access in the left hand 

navigation bar 

2. Click on Grant Access button 

Next click the Reporting Access option, then select MHC from the Select 

Agency drop down menu and click the Grant Access button. 

You will be returned to a window that confirms the access level with MHC. 


SECTION 4 

REQUESTING FUNDING FROM MHC 

After you have set up the relationships with MHC (Funding and Reporting) and 

have elected to share the case with MHC, you will have to complete the following 

steps for each client you are eligible to receive funding for. 

Create a Client Case and document all counseling and/or homebuyer education. 

(If you have questions regarding client case creation, please refer to the Support 

Resources at the beginning of the guide.) 

Create a billable Appointment in the client case. 

To run reimbursement report: 

Click on Reports, then Time Tracking, then Appointments. 


This will bring up the report writing screen. 

Choose CSV Microsoft Excel for the Output Format, then reporting period in the 

Appointment Date fields. 

Click Include cases for entire agency, then click on the + beside Grants and 

Initiatives. 

Select specific grants and choose which grant you are submitting reimbursement 

for. Reports MUST be run separately by grant. 


Click Run and View Report. 

Then click View Report. 

Save report as an excel file and email to kjohnson@mshc.com. This information 

will be formatted into reimbursement sheet and paid accordingly. 


To run HUD 9902 Report: 

Click on Reports, Government, HUD 9902 Form 


Screen will come up with dates and fiscal year already filled in. Change Report 

Format to Excel and click Run and View Report. 


Screen will come up like this: 

If there are any cases with activity, but incomplete HUD 9902 data, you will need 

to correct those cases and re-run report before submitting to MHC. Do this by 

clicking the link and inputting missing information in 9902 screen of listed cases. 

After correcting errors, rerun report. Click view report and report will show up as 

an adobe acrobat file (.pdf file). Save and forward to Kim Johnson at 

kjohnson@mshc.com.

mississippi home corporation home counselor online start-up guide

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