New CGMA Portal
On 11/12/2024, CGMA will be replacing netFORUM with a new CGMA Portal where Reps can review cases and clients can apply and view the status of their applications online.
In the CGMA Portal, Reps will be able to disburse cases either by Zelle or by ACH transfer. PDF forms, wet signatures, scanned promissory notes, and printed checks will be exceptions, and a streamlined modern experience will be the norm.
Estimated timeline
- Week of October 28, 2024 – Begin Rep training.
- Tuesday, November 5 – Last day for Reps in netFORUM.
- While we are between systems, send any emergency cases to the American Red Cross (https://www.redcross.org/find-your-local-chapter.html, 800 926 6001).
- Tuesday, November 12, 2024 – Reps start entering applications in the CGMA Portal.
- December 2024 – January 2025 – Phase in client applications online.
Training
Rep training will include step-by-step instructions and webinars. Check back here for updates.
-
- Training Videos
- Session 1: Client Application and Rep Application
- Session 2: Recap and Rep taking over an application from client
FAQ for Clients
- When can I login to the new CGMA Portal? Starting on 11/12/2024 the Portal will be open to interested clients. We will start to actively send clients to the Portal over the next several weeks.
- How do I get help with the CGMA Portal? Contact your local CGMA Representative or CGMA-HQ.
- Is the PDF application going away? The PDF application will still be an option for those who are not comfortable with the online Portal. For most clients, yes, it will be going away!
FAQ for Reps
- How do I login to the CGMA Portal? You will receive an email on 11/12/2024 with instructions.
- What if I get an error message? When you get an error message, first try refreshing the page in your browser. If you get the message a second time, copy the text or take a screenshot and send to cgma@mycgma.org.