Less paperwork.

More homeowners.

Start Your Free Trial

3 months free · Cancel anytime, no penalty

FOR HOUSING COUNSELING AGENCIES

Less paperwork.

More homeowners.

Save 13+ hours/week on intake, document collection, and HUD reporting.

Start Your Free Trial

3 months free · Cancel anytime, no penalty

Rooted is a product of Project Own, a 501c3 nonprofit.

WHAT PARTNERS SAY

Purpose-built for housing counselors

"[Rooted] has saved us and our clients a lot of time, money, and headache. This has led to higher conversion rates."

Hunter Seefried

Intake Specialist, NHS Baltimore

"If your CMS doesn't have a client-facing module, this will be life-changing."

Meredith McAllister

Housing Counseling Program Manager, GO-Northwest

13 hours

avg. saved per week on file prep, follow-up, data entry, and reporting.

KEY FEATURES

Meet your client-facing toolkit.

Seamless Intake

Mobile-friendly, step-by-step client onboarding. Clients complete intake from any device — no paperwork, no confusion.

Tri-Merge Credit Reports

Soft-pull tri-merge credit reports with flexible options — customize who pulls and who pays, with mobile-friendly client payment.

Unlimited e-Signature

Request signatures from applicants and co-applicants. No limits or per-signature fees.

Bank Linking & Spending Analysis

Clients link bank accounts or input savings manually. Coaches see categorized spending breakdowns and downloadable statements.

Smart Document Collection

Clients upload documents from their phone. Request, remind, and receive — all via text. Auto-converts everything to PDF.

Texting & Automated Reminders

Coaches text clients directly from the dashboard. Send mass texts or schedule individual reminders — no app download required.

Seamless Intake

Mobile-friendly, step-by-step client onboarding. Clients complete intake from any device — no paperwork, no confusion.

Unlimited e-Signature

Request signatures from applicants and co-applicants. No limits or per-signature fees.

Smart Document Collection

Clients upload documents from their phone. Request, remind, and receive — all via text. Auto-converts everything to PDF.

Tri-Merge Credit Reports

Soft-pull tri-merge credit reports with flexible options — customize who pulls and who pays, with mobile-friendly client payment.

Bank Linking & Spending Analysis

Clients link bank accounts or input savings manually. Coaches see categorized spending breakdowns and downloadable statements.

Texting & Automated Reminders

Coaches text clients directly from the dashboard. Send mass texts or schedule individual reminders — no app download required.

Instantly sync 9902-ready files to your CMS.

PRICING

Simple, transparent pricing

Starter

1–5 licenses

$149

per month

Start Free Trial →

Growth

6–10 licenses

$249

per month

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Enterprise

11+ licenses

Custom

per month

Start Free Trial →

BASIC

1–5 licenses

$149

per month

Start Free Trial →

PRO

6–10 licenses

$249

per month

Start Free Trial →

ENTERPRISE

11+ licenses

Custom

per month

Start Free Trial →

15% discount available on annual plans. All plans include unlimited clients.

Try Rooted risk-free.

Full feature access, white-glove onboarding, and training included. Cancel anytime — no penalty, no pressure.

Start Your Free Trial

Contact us

Have a question or need assistance? Fill out the form and our team will get back to you as soon as possible.