Community Management (CRA)

We understand how important it is to help meet the needs of your communities. Our Community Management tool provides financial brands with the resources they need to coordinate, track and report on community investment activities. From tracking services and donations to investments and loans, Community Management provides a single platform to support your entire organization.

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Services Management

Easily track employee volunteerism and board participation. Share volunteering opportunities with your team, track nonprofit organizations, employee participation hours and CRA eligibility. Individualized dashboards allow employees to review their own activities and administrative analytics allow for organizational and CRA specific reporting.

Donations Management

Our Community Management software helps simplify your existing approval process for donations and sponsorships. Record, track, approve and monitor community donations and sponsorship requests without ever having to leave our software. Donation requests can be branded and linked directly from your website for seamless tracking and approval integration.

Loans and Investments

Directly enter or import loans and investments into our software for tracking and compliance review. The Community Management tool also assists in qualifying activities for compliance in determining CRA eligibility.

Community Reporting

Monitor and analyze your community activities with on-demand reporting and dashboards for internal reviews. Export individual community services, donations, investments and loans activity reports specifically formatted for regulatory agencies’ external audits.

Let’s Talk Community

Do you want to learn more about our CRA tool or do you have a question about its features? Fill out the form below and a member of our team will be in touch.