Community Development Loans


How does Kadince help manage community development loans?

The process of collecting, reviewing, and reporting on community development loans can be a heavy burden. Let Kadince software do the heavy-lifting. Collect loans using forms. Automate CRA review tasks with workflows. Stay informed through email notifications. Track CRA eligibility trends with dashboards. And build and share reports with others. Most importantly—sit back, relax, and enjoy being ready for your next CRA exam…with Kadince.

Cra loans 5b770a6ed37a5b695617e1289f0f4e7f34ed826cba6a3eaf9b172da219c47fb2

Reporting Features

Reports builder f5b2e8509dd7e5f1939e4cb8f5148d4bcb3a775ce5d2d08265336314e93b3fa9

Report Builder

Report builder helps turn raw data into useful reports. Use filters to sift through data to find a specific service hour or group of hours. Arrange columns to show the most important bits of data. Show relationships and summaries of related hours with grouping. Analyze data by displaying the sum, average, count, maximum, minimum, or distinct instances of field details. Save your reports and refresh them as new data is collected with Kadince.


Sharing Reports

Sharing reports is the end-game of everything that happens in Kadince. Download CSV files of reports to save or share with others. Print reports on paper or save as a PDF. Share complex reports with others to prevent double-work in building reports. Build bar charts, pie charts, big-number graphics, or a simple table to display on your dashboard. Share specific widgets on your website or intranet without having a deep knowledge of programming. Confidently share exam-ready reports with management or regulators.

Reports widget loans 3ad00a25977dc481fc037a9f001bedbbb9b294f2ede77e5585929235a7777d07

Standard Features

Log-in Accessible Forms

Record qualifying CRA loans to a central system. Give CRA specialists a place to record and track qualifying CRA loans. Customize log-in accessible forms to control data-collection fields, instructions, and disclaimers.

Custom Tasks

Create and assign custom tasks. Custom tasks can be anything. Create a task, give it a due date, and assign it to someone. Add in notes, descriptions, and attachments for a more detailed task. Associate a custom task with a loan.

Intranet Accessible Forms

Collect potentially-qualifying CRA loans with your intranet. Give loan officers a central place to submit loan details for review. Customize intranet accessible forms to control data-collection fields, instructions, disclaimers, and branding.

Notifications

Notifications help everyone stay on task. In-app and email notifications keep you in the loop. Notifications will remind others of incomplete tasks. Reminders will continue daily until no tasks remain. Notifications make it so nobody has to be the “nag.”

Automated Workflows

Route potentially-qualifying CRA loans based on any number of conditions. Auto-assign tasks to the proper people. Automated workflows save time and money by automating routine tasks.

Comment Thread

Say goodbye to long email chains and lost conversations. Keep the conversation focused. Questions, comments, and ideas are all kept within the comments thread. Privately or publicly message colleagues, attach files, or add a comment to the record.

Review Process

Review potentially-qualifying CRA loans for CRA eligibility. Mark loans as CRA eligible or not CRA eligible. Assign CRA review tasks to appropriate people at appropriate times.

Activity Log

Prevent finger-pointing and preserve a history of changes with the activity log. The date, time, username, and changes made are all recorded in the activity log. The activity log creates an audit trail of attachments as well.

What people are saying about Kadince…

It’s very rare when a business partner can offer you a program that brings value and is an amazingly turnkey solution. I’m David Kreiman, Executive Vice President and Director of Marketing at Glenview State Bank and I love Kadince. Glenview State Bank

Glenview State Bank

David / EVP, Director of Marketing
We use Kadince for Sponsorships, Donations, Volunteering and it has just made work a lot easier for the marketing department at Members First Credit Union. Members First Credit Union

Members First Credit Union

Rachel / Marketing Assistant
I’m Scott Miller. Riverview Bank. Beautiful Vancouver, Washington. I’m a total fan of Kadince. More importantly my staff is a fan becuase it helps me stay on task of approving projects. Approving community investments. Keeping tabs on community hours. They love it so I love it. Riverview Community Bank

Riverview Community Bank

Scott / SVP Marketing
Hi, I’m Adam Steinback Senior Vice President at Albany bank in Chicago. I love Kadince and it has no peers, it has no competition. I searched far and wide to find a product like this. At the end of my search I very happily found this product. The team is great. The people are great. The product is awesome. It does what no other product does. It organizes all of our stuff beautifully and the people are passionate. I’m passionate about it. They care and they really listen to customers. Thank you. Albany Bank & Trust

Albany Bank & Trust

Adam / SVP Commercial Services
We love Kadince. They’ve turned a very manual process into something so easy. We love the reporting features and they’re so responsive. NebraskaLand National Bank

NebraskaLand National Bank

Danielle / Vice President Marketing Director
Kadince isn’t only just a platform, it’s a mindset. With Kadince you are not only proving effectiveness and efficiency of the collaboration process between marketing and compliance, you are designing this process. Machias Savings Bank has been a loyal customer of Kadince for years and in return...Kadince became our closest friend and a trusted advisor. Our opinion matters, our ideas get implemented. And since the launch of the Kadince process at Machias Savings Bank, Kadince has become a standard for vendor relationships, the platform’s impact on the process improvement and return on technology investment. As soon as you start using Kadince, you will realize how much work you reduce, its impact and time saved. We’re all playing the same game, but with Kadince, you’ll be playing in a different league. Machias Savings Bank

Machias Savings Bank

Yury / Internet Marketing Manager

Take the next step, see a live demo.