The Genus FoundationEducate · Empower · Elevate

Client Portal

Your secure Genus Client Portal

Enter your information online, upload documents securely and follow your action plan, all in one place. Powered by the Genus Counseling Management System (GCMS).

Sign inCreate my account

In the portal you can

Everything you need, on your schedule

Complete your intake online

Enter your contact, household and goal information at your own pace, no paper forms.

Upload documents securely

Share pay stubs, statements or other documents safely instead of email.

Review and sign consents

Read disclosures and give authorizations electronically.

See your sessions

Keep track of your cohort classes and counseling appointments.

Track your action plan

See your goals, milestones and next steps in one place.

Stay connected

Keep your information up to date and hear from your counselor.

Getting started

Three quick steps

  1. Create your account

    Use the email address you gave us. You’ll verify it and choose a password.

  2. Complete your intake

    Answer questions about your goals and household. You can save and come back anytime.

  3. Meet your team

    We’ll confirm your cohort placement or schedule your first counseling session.

Keeping your information safe

  • The portal is the only place to share sensitive information with us. Please don’t email documents or Social Security numbers.
  • We’ll never ask for your password by phone, text or email.
  • We collect only what’s needed to serve you, limit who can see it and never sell it.
  • You can ask to see or update your information anytime.
Read our privacy policy
Prefer not to go online? No problem. Call (856) 318-9817 and we’ll help you complete your intake by phone or in person. Language help and accommodations are available.

Portal help

Frequently asked questions

Who can use the Client Portal?

Anyone enrolling in our Wealth Builder Academy, Homebuyer Academy or Credit Counseling. Parents and guardians manage enrollment for Future Homeowners of America students.

Is it really secure?

Yes. The portal is built on Microsoft Power Pages and Dataverse, with sign-in required and access limited to you and the Genus staff serving you.

I forgot my password.

Choose “Sign in,” then “Forgot your password?” to reset it by email. Still stuck? Call (856) 318-9817.

Can I finish my intake later?

Yes. Your progress saves as you go, so you can return anytime.

You don’t have to do it alone.

We have the tools. You have the goals. Let’s build your future, together.

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