Mark community development investments as CRA eligible. Attribute partial eligibility for shared investments. Assign investments to an assessment area. Build a report of CRA eligible investments based on assessment area.
Update community development investments as needed. Add book values when necessary. See a complete history of book values over time. Keep track of which investments are active or mature.
See a dashboard of community development investments. View total investment amount, number of investments, types, CRA eligibility and assessment areas. Print or download reports as a CSV file.
Keep a history of everything that happens to a community development investment. Preserve updates, edits, files and comments relating to an investment in one place.
Gather community development loans using a shareable web-based form. Collect key data to help determine CRA eligibility. Mark loans as CRA eligible and assign them to an assessment area.
Track activities relating to the Community Reinvestment Act. Manage community development loans, investments, donations and services. Build reports and be exam ready.
See what’s happening—with dashboards. Keep up on activity relating to volunteers, donations and organizations. View tasks, custom charts and graphs on the Community dashboard.