The Smarter Way CDFIs Are Handling AMIS and TLR Submissions
The OMB estimates the Transaction Level Report takes 40 hours per response. If you've been through the process, that number won't surprise you. What might surprise you is how much of that time has nothing to do with your actual lending work. For most CDFI teams, the...
Your Lending Clients Have Outgrown QuickBooks
A note for QuickBooks ProAdvisors whose clients manage loan portfolios Chances are you've seen this before. A client comes to you running a private lending fund, an agricultural co-op, or a small investment group. They're managing their loan portfolio in QuickBooks...
SYNDi Online is Getting a QuickBooks Integration — Here’s What That Means for Your Lending Operations
Say goodbye to double data entry. Your loan transactions will soon flow directly from SYNDi into QuickBooks — automatically. Managing a loan portfolio is complex enough without the headache of re-entering the same data twice. If your organization runs its lending...
Insights from the Feeder Associations of Alberta Conference
Supporting Alberta's Livestock Feeder Associations: Insights from the FAA 2026 ConferenceLast month, our team had the privilege of attending the Feeder Associations of Alberta conference, a gathering that brought together directors, administrators, and industry...
Feeder Associations in Alberta
Supporting Feeder Co-ops with Smarter Loan ManagementBuilt for Agricultural LendersBuilt for Agricultural LendersWe understand the unique needs of feeder co-ops and have created a platform that keeps you focused on serving farmers while simplifying loan...
First Nations
Empowering First Nations Communities Through Better Loan ServicingBuilt for First Nation Communities Built for First Nation Communities We understand the unique needs of First Nations community lending and have created a platform that respects your community's...
How-To: Choosing the Right Investment Management Software
If you are not already using a software package to manage your portfolio, the chances are that you are using Microsoft Excel to keep track of your investments. It means that you have to merge, cross-reference and link various worksheets to get integrated reports....
Case Study: Loan Manager and Land Loans
Housing loans and auto loans both fall under the loan category, but they have their own unique requirements. A land loan is a type of financing that is used to purchase plots of land. Unlike with housing loans where a loan is given and its value determined...
Case Study: First Nations Housing Loans
According to the Canada Mortgage and Housing Corporation, First Nation Housing Loans are meant to assist First Nation communities with their housing goals and enhance their overall living conditions. Many First Nations councils find themselves managing...