Operations & Technology

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1 to 50 of 93 threads (230 total posts)
  Thread Subject Replies Last Post Status
Online Investor Portal
7 19 days ago by Tyler Jackson
Original post by Eddy Lopez
Artificial Intelligence
10 one month ago by Keith Bisson
No March Ops CoP networking sessions
0 one month ago by Sarah Dupere Ostro
Loan Servicing Software
2 one month ago by Robyn Klopp
Original post by Samuel Morgan-Jablonski
Collections / Payment Platforms
1 one month ago by Eden Schulz
Original post by Jennifer Spaziano
Has anyone integrated loan management and accounting software?
4 2 months ago by Shawn Burns
Original post by Betsy Beauvais
Presentation of EQ2 Investments in Financial Statements
0 2 months ago by Jeanne Schroer
Moody's, anyone?
0 2 months ago by Megan Christenson
EDITED - CDFI Operations Community of Practice - upcoming meeting - EDITED
1 2 months ago by Dawn Pater
Original post by Sarah Dupere Ostro
Salesforce
4 2 months ago by Brett Traver
Original post by Samantha O'Rourke
CDFI Operations Community of Practice - upcoming meeting
0 2 months ago by Sarah Dupere Ostro
Loan origination software
2 2 months ago by Scott Schlimmer
Original post by Claire Castleman
Downhome Loan Manager
7 2 months ago by Robyn Klopp
Original post by Jaione Axpe
LoanWell
0 2 months ago by Carie Verley
Downhome Loan Manager
0 2 months ago by Jaione Axpe
DownHome Export Utility module - to Blackbaud GL
0 2 months ago by Sarah Linda
CDFI Operations Community of Practice Meetings Starting February 2025
0 3 months ago by Lily Leavitt
Job Description Portfolio Manager
0 3 months ago by Jennifer Harris
IT Roadmap Assistance
1 4 months ago by Erik Hartman
Original post by Katherine Nelson
December CDFI Operations Community of Practice networking sessions
0 4 months ago by Sarah Dupere Ostro
Ventures Lending Technologies
0 5 months ago by Jaione Axpe
Policy tracking
1 5 months ago by Dawn Pater
Original post by Joy Garvin
Webinar: Adapting CDFI Technologies to Respond to Funding Opportunities and Technology Changes
0 5 months ago by Emily Sipfle
The Right Insurance Coverage
0 5 months ago by Tate Hill
Loan Origination, Underwriting and servicing systems
2 5 months ago by Erika Stites
Original post by Michael McKinney
November Meetings
0 5 months ago by Lily Leavitt
October 2024 CDFI Ops Community of Practice Networking sessions
0 6 months ago by Sarah Dupere Ostro
September Meetings and Update
1 6 months ago by Jennifer Spaziano
Original post by Sarah Dupere Ostro
CDFI's Using Salesforce Dreamforce Brain Date
0 7 months ago by Taya Dennis
CDFI Ops Community of Practice request for input and support
0 8 months ago by Sarah Dupere Ostro
REMINDER: August CDFI Ops Community of Practice networking sessions canceled
0 8 months ago by Sarah Dupere Ostro
CDFI Technology Landscape report release
0 8 months ago by Emily Sipfle
CDFI Operations Community of Practice - July meetings
0 9 months ago by Sarah Dupere Ostro
Loan software
2 9 months ago by Erik Hartman
Original post by Carie Verley
Business Lines of Credit
0 9 months ago by Frederick Welk
Contractor Question,
0 10 months ago by James Woody
NO JUNE CDFI OPS COP NETWORKING MEETINGS
0 10 months ago by Sarah Dupere Ostro
Accounting software chat
2 10 months ago by Marion Moore
Original post by Jack Dill
Software Systems
0 10 months ago by Stephanie Lillard
Best ERP software for multi-entity organization?
2 11 months ago by Carla Tichy
Original post by Alexa McNaul
Fundingo Vs IvyTek
8 11 months ago by Melissa Johnson
Original post by Jacob Sault
Need link for 3:00 call on Compliance
1 11 months ago by Lily Leavitt
Original post by Grace Frick
May CDFI Ops Community of Practice
3 11 months ago by Lily Leavitt
Original post by Sarah Dupere Ostro
Conversation on Cybersecurity & AI for CDFIs
1 11 months ago by Sarah Marshall
Original post by OFN Development Services
Risk Rating Chart
0 11 months ago by James Woody
Sharepoint or not?
2 one year ago by Julie Mahowald
Original post by Eliot Pacheco
Construction Loan Management Software
2 one year ago by Joy Garvin
Original post by Melissa Johnson
E-Signatures on Closing Documents and CIT
1 one year ago by Joy Garvin
Original post by Melissa Johnson
April CDFI Operations Community of Practice Meetings Coming Up
0 one year ago by Sarah Linda
Small group discussions on 1. Portfolio management - default approaches and 2. Compliance function structures
9 one year ago by Sarah Dupere Ostro