Find answers. Keep projects moving.

Practical guidance for managing clients, rehabilitation projects, contractors, funding, and servicing in CDM.

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Looking for something specific? The published Help Center includes full-site search. Use the search control in the site header to find an article by feature, task, or error message.

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Most used

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Getting started

Learn the CDM workspace, navigation, and everyday operating basics.

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Tasks

Assign work, track due dates, and understand workflow-generated requirements.

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Payments

Record and review payments, distributions, balances, and servicing activity.

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Clients

Manage client records, household information, eligibility, and lifecycle activity.

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Work plans

Build scopes, organize specifications, and prepare work for bidding and construction.

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Reports

Find operational, financial, compliance, and legacy-numbered reports.

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Browse by workflow

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Start and manage programs

Applications · Clients · Properties · Tasks · Workflows

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Deliver project work

Work plans · Bids · Contractors · Documents · Contractor payments

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Manage funding and servicing

Loans · Escrow · Payments · Funding sources

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Configure and reference CDM

Spec templates · Administration · Reports

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Help and updates

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Frequently asked questions

Quick answers to common CDM questions.

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Release notes

See recent product changes and improvements.

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Still need help? Email [email protected].