CDFI Connect Community Discussions

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Updated: 55 min 5 sec ago

RE: Underwriting software

Tue, 2021-05-18 12:21
From : Communities>>Open Forum
@Vanessa Koenigsmark thank you so very much for taking the time to provide insight.  Our loans can be a little "out of the box" due to the seasonality of our region and variation of the industries / collateral.  I do believe we could come up with a general template for most of our needs.  We did reach out to a locally trusted attorney, but he said the cost would be prohibitive, so we'll keep searching.  CDFI-friendly loan documentation software and/or templates certainly seems to be a need within [More]

RE: SSBCI

Tue, 2021-05-18 11:57
From : Communities>>Open Forum
Interested as well James ------------------------------ Paul Hodgert Sales and Consulting CommonGoals Software 1-800-354-5152 Ext. 224 phodgert@commongoals.com ------------------------------

RE: SSBCI

Tue, 2021-05-18 09:21
From : Communities>>Open Forum
I would appreciate the chance to see your paper - jyork@culleywoodcapital.com. ------------------------------ John York Director John York Jackson MS ------------------------------

RE: SSBCI

Tue, 2021-05-18 09:21
From : Communities>>Open Forum
I would be interested as well. Tammie ------------------------------ Tammie Hoy Chief Executive Officer CommunityWorks Carolina 864.235.6331 ------------------------------

RE: SSBCI

Mon, 2021-05-17 20:51
From : Communities>>Open Forum
Heidi, Hi.  Can you message me your email or send me a note at james@fafnirlab.com and I'd be happy to send it to you.   James ------------------------------ James Yagley Founder and CEO Fafnir Detroit MI ------------------------------

RE: SSBCI

Mon, 2021-05-17 20:47
From : Communities>>Open Forum
Brett, Thanks.  Can you message me here with your email or email me at james@fafnirlab.com and I'd be happy to share with you. james ------------------------------ James Yagley Founder and CEO Fafnir Detroit MI ------------------------------

Salesforce CDFI User Group?

Mon, 2021-05-17 18:54
From : Communities>>Open Forum
Hi everyone,  I am curious if anyone knows of or participates in a Salesforce CDFI user/administrator group. I would love to share consultant recommendations, administrator questions and tips, and general approaches to customization & integrations for our unique work with a group of users specifically handling CDFI data and functions. I'm interested in national networks or regional networks for the West Coast/Bay Area. Apologies if this has already been brought up as I know many have discussed Salesforce-related [More]

RE: SSBCI

Mon, 2021-05-17 15:51
From : Communities>>Open Forum
I'd love to see your concept paper ------------------------------ Heidi Pickman VP, Programs and Policy CAMEO - California Association for Micro Enterprise Opportunity San Francisco, CA ------------------------------

RE: SSBCI

Mon, 2021-05-17 11:44
From : Communities>>Open Forum
James I would love to see your paper. jim@vestedin.org ------------------------------ James Burnett Executive Director West Philadelphia Financial Services Institution Philadelphia PA 215-452-0100 ------------------------------

RE: Member Monday

Mon, 2021-05-17 10:32
From : Communities>>Open Forum
In this week's Member Monday , we would like to highlight the work of Arcata Economic Development Corporation (AEDC). AEDC was created in 1978 to provide loans and support to entrepreneurial, innovative business and community endeavors. Commercial loans can finance up to 90% of an overall project to support business acquisitions, inventory, equipment, working capital or real estate. In 2020 alone, AEDC has created over 633 full time jobs and loaned $4.9 million Their latest success story is a 27,400 [More]

RE: SSBCI

Mon, 2021-05-17 10:06
From : Communities>>Open Forum
Would love to see your concept paper! Brett Doney Great Falls Montana Development Authority High Plains Financial Direct Mobile 1-406-750-2119 Untame Your Entrepreneurial Spirit in Great Falls Montana Grow GreatFallsMontana.org Follow us on social media: Facebook | LinkedIn | Instagram | Twitter Connect with me on LinkedIn ! Click here to get the latest regional business news delivered to your inbox with the Great Falls Top Ten! For resources, virtual live meetups, and learning opportunities [More]

SSBCI

Sun, 2021-05-16 15:30
From : Communities>>Open Forum
Hi, Everyone, I'd hoping to connect with others about SSBCI.  In particular I'm interested in peoples thoughts about new provisions for assisting "very small businesses" and providing "technical assistance."  We've prepared a concept paper around these provisions and I'd be happy to circulate.  Thanks. James Yagley Founder and CEO Fafnir Lab Detroit, MI ------------------------------ James Yagley Founder and CEO Fafnir Detroit MI ------------------------------

RE: Metro 2 Reporting

Fri, 2021-05-14 16:23
From : Communities>>Open Forum
Hyder, I don't know of a "converter" program per se, in part because the the Metro II file contains a lot of information that your system may not ask for, therefore there may not be enough info collect to 'convert.'  Hope this makes sense. For whatever it's worth, our system Loan Servicing Software | The Mortgage Office has built in credit reporting, so you can upload directly to the bureaus or to the CBA.  I'm sure other systems out there do the same. Hope this helps. ------------------------------ [More]

RE: CDFI Opportunity - King County Early Learning Facilities Intermediary RFP

Fri, 2021-05-14 11:11
From : Communities>>Open Forum
Jaclyn: I shared your RFP with Seattle Credit Union- the largest CDFI headquartered in King County. ------------------------------ Jamie (Chase) Strayer Executive Producer Opportunity Knock j.strayer@theopportunityknocks.com www.theopportunityknocks.com ------------------------------

RE: Friedman Associates selected by National Urban League to Design and Build its CDFI

Fri, 2021-05-14 10:04
From : Communities>>Open Forum
Wow,  . . . .   Well done Jason & team,  that is a remarkable result ! Kind Regards,   Jeremy Meadowcroft Investment Manager finance-for-enterprise.co.uk West Yorkshire, England U.K.             ------------------------------ Jeremy Meadowcroft Nr Higher Logics Community Contacts (CDFI CONNECT - DO NOT DELETE) Huddersfield, West Yorkshire, Great Britain +44 (0) 7818 070105 ------------------------------

CDFI Opportunity - King County Early Learning Facilities Intermediary RFP

Thu, 2021-05-13 19:12
From : Communities>>Open Forum
​Sharing this new opportunity to help grow access to early learning facilities in King County, WA!  Here is a link to King County Department of Community and Human Services blog announcement: https://dchsblog.com/2021/05/13/new-pstaa-funding-opportunity-seeking-community-development-financial-institutions-to-oversee-general-child-care-facilities-fund/ Here is the short summary info: The King County Department of Community and Human Services (DCHS) Housing, Homelessness and Community Development [More]

RE: Metro 2 Reporting

Thu, 2021-05-13 12:17
From : Communities>>Open Forum
Good morning, When I used to work on a program like this a few years ago, I think I used DownHome Solutions but I'm not completely sure. There aren't any suggestions on CBA's website? -Esther Esther James Communications & Responsible Business - Community Relations Specialist Mobile 281-543-4022 esther.james@bbva.com TX-HO-HT-CRR - 2200 Post Oak Blvd, Floor 21, Houston, TX 7705 6 Before you print this message please consider if it is really necessary. Antes de imprimir este mensaje, por favor comprueba [More]

RE: Metro 2 Reporting

Thu, 2021-05-13 10:29
From : Communities>>Open Forum
Hi Hyder, LoanWell's platform can export Metro 2 file format and our customers commonly report through CBA. Additionally, we are an end-to-end system for origination and servicing if you are interested in consolidating systems. CBA's Reporter offering may support programmatic integrations but would require using a servicing platform that can do it. https://creditbuildersalliance.org/wp-content/uploads/2020/11/CBA-Reporter-Service-with-Pricing_2020.pdf ------------------------------ Philip Tester [More]

RE: Friedman Associates selected by National Urban League to Design and Build its CDFI

Thu, 2021-05-13 10:17
From : Communities>>Open Forum
Congratulations Sir! Phenomenal Achievement. ------------------------------ Kevin Davis Opportunity and Lending Officer Rende Progress Capital Grand Rapids MI ------------------------------

RE: Metro 2 Reporting

Thu, 2021-05-13 09:51
From : Communities>>Open Forum
Hello Hyder: Our software not only provides a Metro 2 file but also provides robust loan management platform. Additionally, we have worked with CBA for a number of years. You can check out our product at https://downhomesolutions.com/ Regards, Brad McBride, Director-Administration & Technical Support Services (877) 800-4476, (206) 634-0884, Fax (206) 634-0885 3971 Evanston Avenue North, Seattle, WA 98103 Sent with Shift

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