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Updated: 25 min 34 sec ago

RE: Loan software that integrates with Microsoft Dynamics 365

Fri, 2020-11-06 13:38
From : Communities>>Open Forum
Hi Colleen. The Exceptional Assistant, TEA software is used by a wide variety and number of CDFI's and NCDFI's across the country. We are certified providers of CDFI TLR AMIS reporting. To your key question on compatibility with MS Dynamics accounting software, yes. If you would like a demo on what we can do, LMK . Here is the link to our website. www.commongoals.com    ------------------------------ Paul Hodgert Sales and Consulting CommonGoals Software Prescott ON 1-800-354-5152 -------------- [More]

RE: Does your loan fund offer investment opportunities for individuals?

Fri, 2020-11-06 11:11
From : Communities>>Open Forum
Several folks have ask about extending the deadline, and the answer is YES.  Please complete, if you haven't already, by November 30.  We hope to share the first "edition" in December and then find a way to make it a living document.  Many thanks to the 50+ Loan Funds that have responded and to the many folks who have reached out directly to discuss helping on this effort. ------------------------------ Pam Porter pam@steppingstonepartners.com ------------------------------

RE: Does your loan fund offer investment opportunities for individuals?

Thu, 2020-11-05 12:18
From : Communities>>Open Forum
Hi Pam, just seeing this.  Can we still be involved? ------------------------------ Julie Mahowald Chief Financial Officer and Interim Chief Executive Officer Housing Trust Silicon Valley San Jose CA (408) 436-3450 ------------------------------

Loan software that integrates with Microsoft Dynamics 365

Wed, 2020-11-04 10:52
From : Communities>>Open Forum
Good morning all - We are a small CDFI getting up and running, and concurrently our parent organization is migrating its accounting operations from Quickbooks to Microsoft Dynamics 365. We are looking for loan management software for the CDFI that would integrate well with Dynamics 365. Would love to hear if any other CDFIs have experience with this as we dive in to make our servicing software choice. Thanks for any insight! Colleen ------------------------------ Colleen Hafner Project Manager Rise [More]

RE: Tip Tuesday

Wed, 2020-11-04 10:19
From : Communities>>Open Forum
Tip+tuesday love you

RE: Does your loan fund offer investment opportunities for individuals?

Wed, 2020-11-04 07:30
From : Communities>>Open Forum
Nearly 40 Loan Funds have responded about opportunities for individual investors. Thank you!  We continue to take survey responses from Loan Funds that take investments from individuals and those that do not.  We will share back the results.  Here is the Survey Link:   http://bit.ly/LoanFundSurvey ------------------------------ Pam Porter pam@steppingstonepartners.com ------------------------------

RE: Tip Tuesday

Tue, 2020-11-03 13:24
From : Communities>>Open Forum
In this week's Tip Tuesday , if you would like to provide an opportunity to share resources for OFN's 2020 Conference. Our event site will have an attendee resource section that allows users to view our member annual reports, industry reports, impact reports etc. We would love to share your organizations publications with over 2,000 members in the CDFI industry!  Please reach out to Elizabeth Specht at especht@ofn.org if you wish to particpate! Register Today! ------------------------------ Elizabeth [More]

RE: Member Monday

Mon, 2020-11-02 15:30
From : Communities>>Open Forum
In this week's Member Monday , we would like to highlight the work of Business Impact NW. Created in 1997, BIN serves underbanked entrepreneurs at every stage in their business model, whether they are newly established or at a growth stage. BIN small business loans range from $5,000 to $350,000 to serve the needs of Washington and Oregon State. BIN's business centers include the Washington Women's Business Center(WWBC), the Food Business Resource Center(FBRC) and the Region X Veterans Business Outreach [More]

Aeris Searching for Additional Analysts

Mon, 2020-11-02 10:53
From : Communities>>Open Forum
I look forward to seeing everyone at the 2020 OFN Virtual Conference next Week! Aeris is seeking qualified candidates to join our team of experienced financial analysts. You can fiind out more info in the OFN job bank . ------------------------------ Jon Schwartz Senior Manager, Operations and Ratings Aeris Insight Philadelphia PA 267 233-5150 ------------------------------

RE: CDFI Operations Manual

Mon, 2020-11-02 09:28
From : Communities>>Open Forum
Hi Betty- I've attached our Organizational Security Program here for you.  Best, ------------------------------ RB Fast Director of Operations Colorado Enterprise Fund Denver CO 7204734051 ------------------------------

Files Attached Document
RE: CDFI Operations Manual

RE: Recommendations for Contracted HR Support?

Fri, 2020-10-30 16:23
From : Communities>>Open Forum
I'm on the board of a nonprofit that has been working with Nonprofit HR and getting a lot of value from their approach and expertise. ------------------------------ Kate Barr President Propel Nonprofits Minneapolis MN 612.278.7182 ------------------------------

RE: ITIN status and Lending

Fri, 2020-10-30 13:07
From : Communities>>Open Forum
Hi Robert.  I just attended a training with Nathanial Owen of MEDA (San Francisco) on this.  I can share some of what I learned with you.  Cheers. ------------------------------ Susan Brown CAMEO Microlending Specialist Business and Community Development Susan Brown Consulting 530-925-2530 ------------------------------

RE: Looking for Property managers

Fri, 2020-10-30 11:47
From : Communities>>Open Forum
Good Morning! At Housing Trust, we are hosting a series a educational webinars for our homeowners who are interested in building an ADU in their backyard. Part of the process of building an ADU is also to manage the ADU as a landlord - experience which a lot of homeowners might not have. We are looking for a property manager who would be willing to participate in our webinar as a panelist and talk about the process of managing a rental property as a homeowner/landlord. Any recommendations/suggestions [More]

RE: ITIN status and Lending

Fri, 2020-10-30 10:41
From : Communities>>Open Forum
We have done some ITIN deals at our organization. We are careful to fund these loans exclusively from our earned revenue to ensure we don't run afoul of SBA regulations or other funders. We have aspirations of creating a fund specifically for ITIN entrepreneurs. ------------------------------ RB Fast Director of Operations Colorado Enterprise Fund Denver CO 7204734051 ------------------------------

RE: CDFI Operations Manual

Fri, 2020-10-30 09:51
From : Communities>>Open Forum
Hi Gena, Could you share your Organizational Security Program?   Thanks, Betty ------------------------------ Betty Kerr Grant Manager / Collections Officer Wisconsin Native Loan Fund, Inc. Lac du Flambeau WI 7152091868 ------------------------------

Recommendations for Contracted HR Support?

Thu, 2020-10-29 15:55
From : Communities>>Open Forum
Hi all, We have been fortunate to keep growing through COVID and we are looking for options for contracted human resources support.  We are especially looking for help hiring, onboarding, and building career development tracks at the moment and are wondering if others have had success with this in our field. We have considered seeking support before but have wondered if being such a niche industry makes it difficult to find someone who can efficiently meet the need.  Thanks! Best, Peter ------------------------------ [More]

ITIN status and Lending

Thu, 2020-10-29 15:26
From : Communities>>Open Forum
Good Morning all: I have been asked several times about if it is possible to lend to businesses where the owner has an ITIN but no SSN, and frankly I have no clue. I have been at our organization a little over a year and not had any applicants with an ITIN apply.  Are there any CDFI's out there who have experience with this? Or could give me some direction as to how to address? Thanks! ------------------------------ Robert Gernert Lending Manager Economic Development and Financing Corporation Ukiah [More]

RE: CDFI Operations Manual

Thu, 2020-10-29 09:37
From : Communities>>Open Forum
Thank you Jason. Tommy Cooper, MBA (he/him/his) Lending Resources Officer Habitat for Humanity International 285 Peachtree Center Ave., NE; Suite 2700, Atlanta, GA 30303 office: (404) 733-3108 tcooper@habitat.org habitat.org Connect with us on social media: Facebook Twitter Google+ LinkedIn YouTube Instagram Pinterest

RE: Section 1071 data

Wed, 2020-10-28 10:26
From : Communities>>Open Forum
Josh, thanks for sharing your initial analysis of CFPB's Panel Outline about changes to how small business loan application data is reported. It's very informative. If others have conducted their own analysis of CFPB's Panel Outline, I'd invite you to share here. ------------------------------ Michael Eggleston Community Development Advisor Federal Reserve Bank of St. Louis michael.c.eggleston@stls.frb.org ------------------------------

RE: CDFI Operations Manual

Tue, 2020-10-27 14:13
From : Communities>>Open Forum
Hi Tommy - I would check in with the Habitat for Humanity Foundation. I believe they have selected a consultant to develop the materials you are requesting.  Let me know if you need contact information.  Thanks. ------------------------------ Jason Friedman CEO Friedman Associates (319) 341-3556 jasonj@friedmanassociates.net www.friedmanassociates.net ------------------------------

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