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 community development investments. Add or update book values and other investment details as needed. Mark investments as CRA eligible and assign them to an assessment area.
Collect and review community development services. Employees can add volunteer service using a shareable web-form. Mark volunteer services as CRA eligible and assign them to an assessment area.
Receive requests using a shareable web-based form. Route incoming requests through the proper approval process. Mark donations as CRA eligible and assign them to an assessment area.
Geocode community development activities through finding the FFIEC data. Retrieve MSA, state, county, tract and income-level data based on an address to help with CRA exam prep.
Assign loans, investments, donations and services to an assessment area. Sort community development activities into proper assessment areas based on their tract code. Build a report of CRA activities based on assessment area.
Prepare for CRA exams along the way. Create a simple report for examiners. Trade in weeks of preparation for a few mouse clicks when the next CRA exam comes.
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.
Collect, maintain and display the details of an organization. An organization’s profile shows a complete history of donations, volunteers and their details.
Tell the story of community involvement efforts. Build reports using custom columns, filtering and grouping. Print, export or save and share reports with others.