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JUSTLAW offers free LLC formation for a limited time

Thu, 2021-08-05 12:00
From : Communities>>Open Forum
JUSTLAW, a New York City-based legal tech startup, told us it was on a mission to democratize law. It's delivering on that promise. The company is offering aspiring entrepreneurs a chance to form a new limited liability company (LLC) free of charge. The customer will be responsible for the payment of state filing fees and any registered agent fees, but JUSTLAW will charge nothing to complete the paperwork and make the filing. No strings attached, and no commitments required. To take advantage of [More]

RE: Accounting Referral

Thu, 2021-08-05 11:02
From : Communities>>Open Forum
These folks below are the best and work with many of our CDFI clients that manage loans / loan funds. Joshua K. Nevarez - Partner Armanino LLP 12657 Alcosta Blvd., Suite 500 San Ramon, CA 94583 Armanino LLP - Accounting, Business Consulting and Technology Solution Experts Josh@amllp.com ------------------------------ A.J. Poulin Applied Business Software www.themortgageoffice.com www.theloanoffice.com aj@absnetwork.com 800.833.3343 x 118 Long Beach, CA ---------------------------- [More]

RE: Software for processing CDFI loan documents

Thu, 2021-08-05 09:30
From : Communities>>Open Forum
I work at Smiley Technologies, which is core provider for community banks. We have four CDFI's on our platform. Finastra Laser Pro, WKFS Compliance One and Hawthorne River are all good loan systems. Hawthorne River is a relatively new system but they are doing some great things. ------------------------------ Ben France Business Development Manager Smiley Technologies Inc. Little Rock AR 5014132874 ------------------------------

RE: Accounting Referral

Thu, 2021-08-05 09:23
From : Communities>>Open Forum
Hi Malcolm,  We offer tax, audit and consulting/compliance services and work with many CDFIs.  Please let us know how we can help.  Best, Jennifer ------------------------------ Jennifer Kirkley CohnReznick New York NY (212) 297-0400 ------------------------------

Race, housing and justice

Wed, 2021-08-04 15:59
From : Communities>>Open Forum
Dear Colleagues: Here is a piece that came out today: Undoing Structural Racism: The Need For Systemic Change In Housing Policy. It reviews a compendium of essays, Racial Justice in Housing Finance: A Series on New Directions, published by the Poverty and Race Research Action Council (PRRAC). We talk about CRA reform, GSE reform, social housing and more. Best, Josh Silver Senior Advisor Josh SilverSenior Advisor, PolicyNational Community Reinvestment Coalition 202.464.2733jsilver@ncrc.orgPronouns: [More]

RE: Software for processing CDFI loan documents

Wed, 2021-08-04 14:56
From : Communities>>Open Forum
The Exceptional Assistant - TEA program will generate loan docs from installed templates, creating selection lists for different Borrower types or Products. It's core is the management of lending program and all the related lending activities of CDFI's and others. If you want to look, LMK. Pleased to offer a demo. ------------------------------ Paul Hodgert Sales and Consulting CommonGoals Software Prescott ON 1-800-354-5152 Ext. 224 phodgert@commongoals.com ------------------------------

Does the CDFI Fund really need a Small Dollar Loan Program?

Wed, 2021-08-04 12:30
From : Communities>>Open Forum
Dear Colleagues - last Friday, the CDFI Fund announced the application data from the first round of its new Small Dollar Loan Program. My first reaction was, 'Friday?" Was this an item for the "Friday news dump," when the federal government releases bad news and unflattering documents that afternoon to media outlets? It is unusual for the CDFI Fund to post an announcement on a funding round on a Friday afternoon. Read more... ------------------------------ Jason Friedman President and CEO Friedman [More]

Job Openings - Please Share | LoanWell is Growing

Wed, 2021-08-04 10:29
From : Communities>>Open Forum
LoanWell is growing and we are looking for mission aligned and talented individuals to join our team. Here is a Link to the five open positions - PLEASE SHARE!  Customer Support Specialist Senior Customer Success Manager Implementation Project Manager Product Operations Associate Full-Stack Software Engineer  The Company At LoanWell, we are on a mission to enable equitable access to affordable capital for all. We support the community lenders who invest mission-driven capital into the [More]

RE: Software for processing CDFI loan documents

Wed, 2021-08-04 10:27
From : Communities>>Open Forum
thanks a ton, I will check it out ------------------------------ Shane Simmons Director Community Economic Development People, Inc. Financial Services Abingdon VA 276.619.2243 ------------------------------

RE: Accounting Referral

Wed, 2021-08-04 10:22
From : Communities>>Open Forum
Thanks for the info.  I reached out to them to discuss. ------------------------------ Malcolm Sykes Managing Member Private Leverage ------------------------------

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 ------------------------------

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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 ------------------------------

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