iiCredit

Integrate and access all CDFI program activities in one application. Manage borrowers and loans, investors and investments as well as individual development accounts. Track technical assistance. Automate invoicing and statements. Easily build reports that make it easier to share results. This transformational operating system integrates with Quickbooks and CBA’s Metro2 Reporting. It also complements e-mail systems like Gmail and Outlook, and connects to Microsoft Office. Manage all of the relationships in your CDFI’s sphere of influence, not just your borrowers and investors. Get better insight into who accesses your services and your lending pipeline. Use Enterprise Social Collaboration to share information about deals, clients stored in the place where you do the work. Keep documents saved digitally and securely so they can easily be retrieved. Let go of local, server-based software that is network bound. Change to a secure, mobile application that works regardless of operating system or device. Lower your total cost of ownership, paying as you go. Stop keeping pace with server replacement and network administration. Install a free trial of iiCredit today.