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Updated: 32 min 17 sec ago

RE: Accounting Referral

Wed, 2021-08-04 09:37
From : Communities>>Open Forum
Hello.  I'm with Enterprise Community Loan Fund, a large CDFI.  We use CohnReznick for our audits.  I would recommend them - they are knowledgeable, professional, and responsive.  Thanks. ------------------------------ Karen Mitchell Senior Director, Creative Capital Enterprise Community Columbia, Maryland 410-772-2590 ------------------------------

RE: Start-up CDFI financial model?

Tue, 2021-08-03 16:11
From : Communities>>Open Forum
Good afternoon, Paul: Very excited to learn about your new CDFI. Our team at High Impact has been helping CDFIs scale for over seven years and specializes in financial modeling engagements. You can learn more about our services at our website: http://www.highimpactanalysis.com/models--tools.html Happy to connect to discuss if our services might be a fit.  Best, ------------------------------ Gregory Mikulka Director // Consulting (510) 902-3699 Oakland, CA // www.highimpactanalysis.com ---- [More]

RE: Software for processing CDFI loan documents

Tue, 2021-08-03 14:09
From : Communities>>Open Forum
Hi Shane,  We are a fintech company with 4 decades of experience providing end to end lending solutions. We certainly have the right solution for your company. Would love to discuss this with you in detail. Thank you. ------------------------------ Regards, Shajed Al Haque Head of Business Transformation Fern Software Phone: +1 416 858 3450 https://www.fernsoftware.com/ ------------------------------

RE: Equity Audit

Tue, 2021-08-03 12:07
From : Communities>>Open Forum
Thank you for the kind words, Les. We have very much enjoyed working with Mountain Association throughout this process! The Fund Family of organizations began its engagement in DEI work with research conducted in 2019 by our nonprofit, FUND Community Institute. The full report, "Advancing Equity: Diversity and Inclusion at CDFIs" can be found on our website. ------------------------------ Caitlin Solander Managing Consultant FUND Consulting, LLC Chicago IL ------------------------------

RE: Tip Tuesday

Tue, 2021-08-03 10:59
From : Communities>>Open Forum
Is your organization looking to expand your team? Post to the only CDFI-centric Job Board today! Read below for more information on how post, filter and share your postings! ------------------------------ Elizabeth Specht Membership Engagement Associate Opportunity Finance Network Southwest DC (202) 618-6100 ------------------------------

Files Attached Document
RE: Tip Tuesday

RE: Software for processing CDFI loan documents

Tue, 2021-08-03 09:20
From : Communities>>Open Forum
I can heartily recommend Laser Pro to,you.  It prepares all of your loan documentation in accordance with applicable state laws, leaves room for customization, and is guaranteed to be enforceable.  Check them out. ------------------------------ David Provost Principal Provost Associates LAKEWOOD RCH FL 6463001617 ------------------------------

Accounting Referral

Tue, 2021-08-03 09:15
From : Communities>>Open Forum
Can someone refer a good accounting firm for CDFI loan fund? ------------------------------ Malcolm Sykes Managing Member Private Leverage ------------------------------

Software for processing CDFI loan documents

Fri, 2021-07-30 17:11
From : Communities>>Open Forum
Does anyone have a recommendation for software that helps generate loan documents? We are looking to upgrade from our very limited current provider that is no longer in operation. ------------------------------ Shane Simmons Director Community Economic Development People, Inc. Financial Services Abingdon VA 276.619.2243 ------------------------------

RE: Equity Audit

Fri, 2021-07-30 13:36
From : Communities>>Open Forum
Hello, all! My sincere apologies for falling off the face of the earth and not responding.  Mountain Association did contract with someone for a DEI review and complete that process.  We used FUND Consulting out of Chicago, who did a review of our internal and external policies and made some recommendations.  We found them to be responsive and helpful, and they gave us some good feedback. We are presently working with them to identify strategies for our lending program. I'm happy to provide [More]

RE: Would like to connect with any CDFI which has HFFI Funds Available for a New Project

Fri, 2021-07-30 12:35
From : Communities>>Open Forum
Suggest you talk with Molly Hartman at the Reinvestment Fund.  She may have some good thoughts on this.  Louise ------------------------------ Louise Cohen CEO Primary Care Development Corporation New York NY (212) 437-3917 ------------------------------

RE: Collection Agencies

Fri, 2021-07-30 09:11
From : Communities>>Open Forum
Hi! We use: https://www.acsrecovery.com/ Superior accounts receivable solutions since 1969 Associated Credit Services, Inc. 115 Flanders Road Suite 140 Westborough, MA 01581 Phone: (508) 366 - 0888 Fax: 888-978-5738 Toll Free: (800) 531 - 6500 www.acsrecovery.com I have currently used them for approx. ten years (Community Loan Fund coll.) and prior to that for consumer lending (savings bank) for many years. Good results and great communication. They charge a % of amt. collected. Lora A. Baldracchi [More]

Would like to connect with any CDFI which has HFFI Funds Available for a New Project

Thu, 2021-07-29 14:35
From : Communities>>Open Forum
We at DOF have been approached to bring Freight Farms: Freight Farms | Hydroponic Shipping Container Farms to various geographic areas where we are doing work.  Double approach: Bring healthy foods to poor areas and provide potential employment for people with disabilities and/or those in recovery.  We have done the major homework in understanding the product which requires about $180,000 a unit and have a few real-time opportunities to place a few units. If you have any interest, please reach out [More]

Collection Agencies

Thu, 2021-07-29 09:43
From : Communities>>Open Forum
Curious to know: Do you outsource collections? Can you provide a referral of any collection agencies? Can you provide a referral of any collection law firms? Thoughts on subject..... ------------------------------ Anthony Thomas Associate Director Solita's House Inc. ------------------------------

Vermont Early Childhood Advocacy Alliance is hiring an Outreach Manager

Thu, 2021-07-29 09:14
From : Communities>>Open Forum
The Vermont Early Childhood Advocacy Alliance (the Alliance) is a statewide, independent advocacy coalition of parents, community members, organizations, and early childhood service providers who are committed to improving public policies that impact young children between the ages of birth and eight in the areas of health, safety, food and economic security, and early care and education. The role of the Outreach Manager is to support the mission of the Alliance by managing the Alliance's communications, [More]

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Vermont Early Childhood Advocacy Alliance is hiring an Outreach Manager

We are coming to Arizona, Illinois and Indiana this Fall...

Thu, 2021-07-29 09:02
From : Communities>>Open Forum
We look forward to joining forces in these three states this Fall... Please contact us to explore ways to partner and expand access to all. Best,Lonnie Smith President - On the Road Lending470-522-7358 (mobile) 214-217-6048 (fax)ontheroadlending.org On the Road Lending's loan fund, OTR Fund I, LLC, is a Community Development Financial Institution (CDFI) certified by the U.S. Department of the Treasury. CDFIs provide credit and financial services to underserved markets and populations [More]

Files Attached Document
We are coming to Arizona, Illinois and Indiana this Fall... Attachments

RE: Receipt of RRP Funds

Thu, 2021-07-29 08:39
From : Communities>>Open Forum
To All Participants, It finally started our Agreement was counter-signed 7/28/2021 at 11:05 pm of all times. I think everyone with signed agreements will have the same outcome either today or within a few days. We signed our agreement on 6/29 and the counter-signed 7/28 one month better late then never. Good luck everyone. Regards, Michael Veksler, COO The Finest FCU 215 Park Row Suite 2 NY, NY 10038 646-661-1383 - Direct 646-661-1093 - Fax mveksler@thefinestfcu.org ------------------------------ [More]

RE: Receipt of RRP Funds

Wed, 2021-07-28 14:43
From : Communities>>Open Forum
Jeanne, We received and signed our agreement on 6/29/2021 but as of 7/28/2021 the agreement is still not countersigned. Usually is takes 2-4 days to get a counter signature then another 2-4 days after the counter signature to get the CDFI funds​. About 10 days ago I decided to email the CDFI to ask this question and was told that they are working diligently but because of the number of winners they are swamped. No target date for the counter-signature has been given but I am guessing they have to [More]

Compliance suggestions for Small-ish CDFI/CDC

Wed, 2021-07-28 14:35
From : Communities>>Open Forum
Hi!  Am wondering who you are utilizing for your compliance needs.  I believe that our current needs are pretty simple, but we do require Federal and State of MA compliance.  We would primarily need info for retail lending (no first mtg. loan originations, only 2nd lien fixed rate products) and things like credit bureau reporting, rental, etc.  We are not looking for is full-time staffer that is an attorney or even a paralegal.  We would need perhaps a service that could digest current regulatory [More]

Free LLC formation - limited time offer

Wed, 2021-07-28 13:05
From : Communities>>Open Forum
Hi all, At JUSTLAW for a very limited time we are offering free llc formation. The entrepreneur is required for the payment of all fees to the state, but we do the paperwork and filing for them. No strings attached.  For more information, and a helpful primer on forming LLCs, which you can share with your network, please see this link.  From your friends at JUSTLAW ------------------------------ Jason Gabbard CEO Jason Gabbard 888-587-8187 ------------------------------

RE: Escrow Analysis

Wed, 2021-07-28 10:31
From : Communities>>Open Forum
However I did send to our team, just in case we decide to create our own letter to a client.... ------------------------------ Anthony Thomas Associate Director Solita's House Inc. ------------------------------

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