NOTE: If you have an impairment, disability, language barrier, or otherwise require an alternative means of completing this form or accessing information about financial, asset building, and/or homeownership services, please request alternative accommodations homesource@neighborimpact.org or 541-323-6567.
NeighborImpact and Program Purposes: NeighborImpact is a nonprofit, HUD approved comprehensive community action agency. The HomeSource Department offers counseling, coaching, and education on credit/budget management, financial capability, asset building, pre-purchase, reverse mortgages, loss mitigation, individual development accounts, homebuyer education/counseling, post-purchase, and financial literacy. NeighborImpact Weatherization program offers home rehabilitation services, NeighborImpact Lending department offers a series of loan products including down payment assistance, preservation loans, and small business loans. We serve all clients regardless of income, race, color, religion/creed, sex, national origin, age, family status, disability, or sexual orientation/gender identity. We administer our programs in conformity with local, state, and federal anti-discrimination laws, including the federal Fair Housing Act (42 USC 3600, et seq.). As a program participant, please affirm your roles and responsibilities along with the following disclosures. Initial, sign and date the form on the following page.
One-on-One Services Client and Coach/Counselor Roles and Responsibilities:
Coach/Counselor’s Roles and Responsibilities
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Review your housing and/or financial goal and your finances; which include your income, debts, assets, and credit history
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Prepare a Client Action Plan that lists the steps that you and your counselor will take in order to achieve your goal
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Review household budget and discuss options to manage your debt, expenses, and savings according to your goals
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Provide referrals to other agencies/services as appropriate
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Your counselor is not responsible for achieving your housing or financial goal, but will provide guidance and education in support of your goal
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Neither your counselor nor NeighborImpact employees, agents, or directors may provide legal advice
Client’s Roles and Responsibilities
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Complete the steps that you developed in conjunction with your counselor as stablished in your Client Action Plan
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Provide accurate information about your income, assets, debts, expenses, credit, and employment
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Attend appointments, return calls and email messages, provide requested paperwork in a timely manner
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Notify your counselor when changing goals
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Attend educational workshop(s) (i.e. homebuyer education workshop) as recommended
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Complete surveys and program evaluations
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Retain an attorney if seeking legal advice and/or representation
Termination of Services: Failure to work cooperatively with your counselor and/or NeighborImpact will result in the discontinuation of counseling services. This includes, but is not limited to, missing three appointments.