We make generating the CDFI Fund TLR and Address reports easy by building the required fields into our CDFI Accelerator structure.

We will work with you to ensure that clean data is populated at the optimal time so that the TLR can be generated at the click of a button.

Effective underwriting is critical for your organization’s success.

We customize risk evaluation solutions (including credit pulls, OFAC checks, financial statements access, and identity verification in Salesforce using our partner Laser Credit), create risk rating matrices, calculate ratios such as debt service coverage and leverage, and integrate Salesforce with Microsoft Excel for more sophisticated spreads and financial modeling.

Funders want to know the impact of their contributions. Your organization needs to know where the money for their loans is coming from.

Our solution enables you to match loans to funding sources so you can track committed and pending fund amounts, as well as funds available for new loans.

This connection also enables you to track loans and impact by funder and ensures that your organization remains compliant.

Our Checklist Manager solution allows you to track all the documents, tasks, and closing requirements for loan applicants in a centralized fashion.

We have streamlined the document collection process using online forms where applicants can upload files.

These files are fed automatically into Salesforce and tracked as received in Checklist Manager, then saved by the system in a document storage tool (such as Box, Egnyte, or SharePoint).

We have built custom online forms and portals to manage and track individual and institutional investor relationships, from the first point of contact with a potential investor to rollover processes and finally to investment termination, whether the funds are paid back or converted to a donation.