Financial counselors and coaches can use the data, analytics, and automated functions on Happy Mango to help their clients in many ways. Here are a few examples:
- Help my client complete an application for a financial product
Click here for an article on how to access information on your client's application status - Help my client understand her financials, develop a budget, and make realistic financial plans
Click here for an article on how to access and analyze your client's financial data - Help my client successfully pay off her loans
Click here for an article on how to review your client's loan payment status
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