Operations & Technology

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1 to 50 of 51 threads (133 total posts)
  Thread Subject Replies Last Post Status
Conversation on Cybersecurity & AI for CDFIs
1 yesterday by Sarah Marshall
Original post by OFN Development Services
Risk Rating Chart
0 3 days ago by James Woody
Fundingo Vs IvyTek
6 8 days ago by Ariana Miller
Original post by Jacob Sault
Sharepoint or not?
2 13 days ago by Julie Mahowald
Original post by Eliot Pacheco
Construction Loan Management Software
2 14 days ago by Joy Garvin
Original post by Melissa Johnson
E-Signatures on Closing Documents and CIT
1 14 days ago by Joy Garvin
Original post by Melissa Johnson
April CDFI Operations Community of Practice Meetings Coming Up
0 28 days ago by Sarah Linda
Small group discussions on 1. Portfolio management - default approaches and 2. Compliance function structures
9 one month ago by Sarah Dupere Ostro
Accounting ERP
2 one month ago by Aaron Matthias-Long
Yes interested in the portfolio management discussion
0 one month ago by Nancy Carin
J.D. Power/NADA Alternatives
0 one month ago by Kyle Smith
CDFI Operations Community of Practice - March Meetings
0 one month ago by Lily Leavitt
DonorPerfect donor management software
0 one month ago by Teresa Banks
Coming up in February: Process Management, with your CDFI Operations Community of Practice
0 3 months ago by Sarah Linda
HR Related - Setting up an Employee Relief/Assistance Fund
0 3 months ago by Natalia Arias
How do you accept loan payments?/Does your organization have online payment options?
7 3 months ago by Reiley Schoen
Original post by Amber Langerud
looking for LOS recommendations
0 3 months ago by Pamela Sah
Welcome to the Operations & Technology Community!
0 3 months ago by OFN Development Services
CDFI Operations Community of Practice - upcoming meetings and topics
0 3 months ago by Sarah Dupere Ostro
Accessity Data AI Project Looking for Consultant
0 4 months ago by Nicole Jansma
Website UX Testing Help
0 4 months ago by Eliza Ginn
CDFI Operations Community of Practice - upcoming meetings
0 4 months ago by Sarah Dupere Ostro
CDFI Operations Community of Practice - upcoming meetings
0 5 months ago by Sarah Dupere Ostro
Seeking Boilerplate Templates for Data-Related Policies
0 6 months ago by Roberto Evans
Use of Artificial Intelligence?
3 7 months ago by Eden Schulz
Original post by Jeremy Hofer
Consumer Micro Loan Software
0 8 months ago by Kathi Paradis
Electronic payment for loan fees
0 9 months ago by Rebecca Davidson-Wagner
Hiring at Mountain Association in Kentucky!
0 11 months ago by Ariel Fugate
Board Management Platforms
1 11 months ago by Julia Nelmark
Original post by Amy Bunton
Data Room for Compliance
1 one year ago by Gwendolyn Bonilla
Original post by Ruth Ann Whatley
Welcome to the Technology in CDFIs Community
3 one year ago by Andrew Koh
Original post by Elizabeth Specht
Adding RFP To Website
0 one year ago by Samuel Morgan-Jablonski
IT Business Partner, SQL Programmer - NYC/Hybrid - LIIF
0 one year ago by Itzel Diaz
Developers for SAGE Intacct
1 one year ago by Lee Takikawa
Original post by Jessie Lee
Nortridge (NLS) Software
0 one year ago by Jennifer Larkins
Spreading software / web services
0 one year ago by Cat Howard
Tableau
0 one year ago by Mai Ha
CDFI Census Tract API/Lookups
3 one year ago by Patrick Davis
Original post by Ryan Zerwer
Collaboration & Project Management
4 one year ago by Lily Leavitt
Original post by Tate Hill
Salesforce - Loan Applications/Forms
14 one year ago by Lily Leavitt
Original post by Kelly Peterson
End-to-end loan process entirely through Salesforce?
2 one year ago by Lily Leavitt
Original post by Martha Grave
CDFIs using Salesforce for loan applications: Do you use Leads object?
1 one year ago by Lily Leavitt
Original post by Martha Grave
Accounting system
7 one year ago by Yanki Tshering
Original post by Jeffrey Clawson
CRM & TA Platform
0 one year ago by Ashley Snookes
QuickBooks Guru Recommendations Needed
5 one year ago by Bob Porter
Borrower facing payment portal
0 one year ago by Stephen Borla
Accounts Payable Software to manage investors
3 2 years ago by Matthew Wehland
Original post by Jose Luis Rojas Villarreal
Fraud Prevention
2 2 years ago by Nick Elders
Original post by Joshua Brackett
Receiving loan payments via Paypal or Venmo
2 2 years ago by Andrew Douglas
Original post by Janet Preston
Integrating Down Home with Ventures+
0 2 years ago by Liz Williams