CDFI Connect Community Discussions

Subscribe to CDFI Connect Community Discussions feed CDFI Connect Community Discussions
View RSS Feed from Opportunity Finance Network
Updated: 12 min 35 sec ago

Arizona expansion

Tue, 2021-05-25 09:10
From : Communities>>Open Forum
Good morning! We provide affordable car loans to ensure working families have reliable transportation. We are currently in Alabama, Georgia, Mississippi, and Texas and plan to enter Arizona within the next couple of months. Would love to connect with CDFIs in Arizona to discuss collaboration opportunities. Best, Lonnie Smith Senior Vice President - Business Development 470-522-7358 (mobile) ontheroadlending.org On the Road Lending's loan fund, OTR Fund I, LLC, is a Community Development Financial [More]

RE: Salesforce CDFI User Group?

Mon, 2021-05-24 18:15
From : Communities>>Open Forum
I am also interested. We are a residential lender. Sent from my iPhone

RE: Salesforce CDFI User Group?

Mon, 2021-05-24 18:11
From : Communities>>Open Forum
I asked our IT Manager at Propel and he's very interested as well. ------------------------------ Kate Barr President Propel Nonprofits Minneapolis MN ------------------------------

RE: Underwriting software

Mon, 2021-05-24 17:42
From : Communities>>Open Forum
Hi Susan, This is Maria Mendoza, HEDC from Kansas City.  We are interested in learning more about LendingFront since we are looking for an end-to-end platform.  If you could share more info I would appreciated. Maria Mendoza Community Business Development Specialist 1722 Holly St. Kansas City, MO 64108 O:  816-221-3442  C:  816-787-5627 ------------------------------ Maria Mendoza Community business Development Specialist Hispanic Economic Development Corporation Kansas City MO ------------- [More]

RE: Salesforce CDFI User Group?

Mon, 2021-05-24 15:03
From : Communities>>Open Forum
NOAH would be interested in participating in this group if it gets formed.  Thank you! ------------------------------ Bill Van Vliet Executive Director Network for Oregon Affordable Housing Portland OR (503) 223-3211 x111 ------------------------------

RE: Salesforce CDFI User Group?

Mon, 2021-05-24 12:37
From : Communities>>Open Forum
I recently started a project learning how to make our Salesforce more functional, accessible, and automated. We are a microlender in the Twin Cities and a CDFI.  I'd love to stay in the loop on this. I imagine this will be in stages. So far, our first stage is integrating calendar functions. ------------------------------ Claire Milldrum Operations Specialist Metropolitan Consortium of Community Developers Minneapolis MN ------------------------------

RE: Member Monday

Mon, 2021-05-24 11:16
From : Communities>>Open Forum
In this week's Member Monday, we will take a look at CASA of Oregon. CASA of Oregon is deeply rooted in service to farmworkers to improve the lives of underserved communities by building and renovating affordable housing. neighborhood facilities and providing programs and resources that increase financial well-being. Their Individual Development Accounts enable households to save and build assets with regular deposits coupled with a mentorship program on financial education. For local students, [More]

RE: Salesforce CDFI User Group?

Mon, 2021-05-24 10:06
From : Communities>>Open Forum
I am interested! We started developing Salesforce about a year ago and have been working in the system for several months. We are always working on improving our processes. Ellie Naasz Director of Community Impact Dakota Resources ------------------------------ Ellie Naasz Director of Community Impact Dakota Resources ------------------------------

RE: Salesforce CDFI User Group?

Fri, 2021-05-21 13:28
From : Communities>>Open Forum
We are a residential lender about to launch a purchase loan. We offer rehab purchase and down payment loans in Baltimore. Right now we are using salesforce for our housing counseling. We would love to see if there is a way to integrate it with Encompass (our loan origination software) or Servicer3D - we use for servicing. Sent from my iPhone

RE: Salesforce CDFI User Group?

Fri, 2021-05-21 13:01
From : Communities>>Open Forum
I would be interested in this group as well! My team provides custom Salesforce development and we work with several CDFI's. I would really appreciate getting more context around how the community implements the CRM. We would of course be happy to share our own experiences as well, but having a space to see how people are solving problems would be great! ------------------------------ Jordan Poortenga Owner Higher Logics Community Contacts (CDFI CONNECT - DO NOT DELETE) Grand Rapids MI 6168263470 [More]

RE: Salesforce CDFI User Group?

Fri, 2021-05-21 11:23
From : Communities>>Open Forum
I thought I'd add a personal experience from a CDFI who recently just got onto Salesforce about a year ago and has made it a big priority the last few years to build a more cohesive data culture just in general. We're a small business lending microlender and we work with Mirrorlytics (www.mirrorlytics.com) who helped us apply for the non profit Salesforce grant, build our Salesforce custom platform, and help us manage it on an ongoing basis. They also created and organized all of our database systems, [More]

RE: Salesforce CDFI User Group?

Fri, 2021-05-21 10:25
From : Communities>>Open Forum
We don't use Salesforce. But I'm interested in the group and learning more. Who are some of the Salesforce integrations partners CDFIs are using? Who are the integrations partners with an area of expertise in CDFIs? Thanks, Brett ------------------------------ Brett Traver Executive Director Southeast Kentucky Economic Development Corporation Somerset KY 606.677.6102 ------------------------------

RE: Salesforce CDFI User Group?

Fri, 2021-05-21 09:15
From : Communities>>Open Forum
Please post again when you are starting the group. We'd love to be part of it but are only in the beginning stages of setting SalesForce up. We use TEA as our loan servicing software and plan to integrate it too.  Thanks, Carmen ------------------------------ Carmen Beardsley Credit Analyst Northeast Entrepreneur Fund, Inc. Duluth MN (218) 623-5738 ------------------------------

RE: Salesforce CDFI User Group?

Thu, 2021-05-20 13:23
From : Communities>>Open Forum
We would also be interested in such a group.  We are using Salesforce/compass but have not added our lending functions. ------------------------------ Cathy Semans Director of Lending Neighborhood Housing Services of Baltimore, Inc. Baltimore MD 8022996129 ------------------------------

RE: Salesforce CDFI User Group?

Thu, 2021-05-20 13:13
From : Communities>>Open Forum
Hi Elizabeth, Great, thank you! I'm really excited there are so many fellow CDFIs interested in sharing Salesforce knowledge. While it might make sense to hold a CDFI group within Salesforce's own community group forum, I can imagine a group on CDFI Connect may also be helpful space for CDFIs curious about the platform or not sure where to start.  I will follow up later to start the group once I've had a chance to explore the different platforms - if another member doesn't jump on the chance first! [More]

Racial Justice in Housing Finance: A Series on New Directions

Thu, 2021-05-20 13:07
From : Communities>>Open Forum
Dear Colleagues: The Poverty and Race Research Action Council (PRRAC) just released a publication: Racial Justice in Housing Finance: A Series on New Directions. See this link . I am pleased that NCRC was able to contribute a chapter on CRA and integration. it is simply called: CRA Could Do a Better Job Promoting Integration Some other works include: Moving Towards a Reparations Agenda in Housing: The Federal Government and the Black/White Homeownership Gap, Carolina Reid Shifting the Burden of Proof [More]

RE: Salesforce CDFI User Group?

Thu, 2021-05-20 13:00
From : Communities>>Open Forum
Hi Michael, That's awesome that you have experience running a group in Jacksonville! I participate in the regional Bay Area Salesforce nonprofit user group and have greatly appreciated the conversations. I will private message you to connect about getting a CDFI user group started, possibly through the Trailblazer Community Groups. ------------------------------ Kelly Peterson Program & Data Analyst Community Vision Capital and Consulting San Francisco CA (415) 392-8215 x334 -------------------- [More]

Directly from Customers: Critical role of CDFIs in PPP

Thu, 2021-05-20 12:30
From : Communities>>Open Forum
Starting in August 2020, 60 Decibels , with funding from the Surdna Foundation and Ceniarth, partnered with CDFIs to understand the impact of COVID-19 on small businesses and the experience of obtaining PPP assistance. We spoke directly to 1,073 small business owners who are customers of Southern Bancorp, Optus Bank, TruFund Financial Services, Hope Credit Union, BBIF, and MoFi. Some key findings: 82% of small businesses could not have easily found an alternative to PPP 88% of surveyed borrowers [More]

RE: Salesforce CDFI User Group?

Thu, 2021-05-20 11:50
From : Communities>>Open Forum
I am very interested in a Salesforce CDFI user group.  Our company works with many CDFIs CUs and Salesforce is the heart of our operation.  Thanks so much.  I look forward to this initiative. ------------------------------ Shirley Senn Owner/Chief Social Impact Engineer CU Strategic Planning Tacoma, WA 904-861-4477 ------------------------------

RE: Salesforce CDFI User Group?

Thu, 2021-05-20 10:54
From : Communities>>Open Forum
I'm also interested.  NWSCDC launched Salesforce for CRM last year, and now we're implementing Lenderfit and DownHome Solutions for loan applications and portfolio management.  We're trying to determine how much information should cross these platforms, best practices for integration, etc. We do small business lending, business TA, and a whole lot of community engagement and community development. We're also in the process of exploring NWSCDC-equity and worker ownership models for future business [More]

Pages