Features

Our Community Development software's integrated modules will give you the organization you need, up-to-the-minute status on projects to help you make better decisions, proven accountability to keep your programs moving forward and finally extra time and money to focus on what's important to YOU.

How does CDM do all of this? Through its fully integrated modules and the tools they provide:

Features All Features Funding Sources Properties Clients Tenants Payments Loans Contractors Work Plans Disbursements Bids Reports Escrow	FUNDING SOURCES PROPERTIES   CLIENTS TENANTS   PAYMENTS LOANS   CONTRACTORS WORK PLANS   DISBURSEMENTS BIDS   REPORTS ESCROW FUNDING SOURCES The Funding Sources module is used to define the various sources of funds you receive from any sources (State, Federal or Private). Features include: Track ALL sources of funds (CDBG, HOME, NSP, revolving funds, owner funds, banks) Ability to RELATE various funding sources (leverage) Ability to group various funding sources Budgets Draws, misc income/expenditures Project activities, target areas Reports include Obligations vs. Disbursements, Receivables by Program, Program Draws… PROPERTIES The Property Module tracks specific information about the property you are working with including Assessment and Control Types for Lead Paint. A client can have one or many properties, and each property many have multiple loans or grants. Features include: Property location (address, legal description, census tract, map #, etc.) Insurance information (primary and secondary) Lead hazard evaluation/notices Attachments: any file can be attached (eg: photos, letters, spreadsheets) Other liens, property taxes, appraisals, heating/cooling Reports include Insurance Expiration Letters, Delinquent Property Taxes and more CLIENTS The Client Module is the foundation for all activity and tracks name, address, contact numbers, income, household occupants and other demographics required by HUD. This module also includes a note pad for recording internal notes and communications with the client. The Activity grid allows you to track various client "Activities". Features include: Applicant wait lists One file of applicant/borrower data (addresses, phones, employers, etc.) Household demographics Household income, assets/liabilities Occupant lead paint tests/results Reports include Demographic summaries, Applicant wait list, Client Portfolio and more TENANTS The purpose of the Tenant Module is to track the residents in your "non-owner occupied" properties. The module collects Tenant names, mailing address, other occupants, tenant demographics, income, lead notices, occupancy dates, and more. Features include: Household demographics Household income, other assistance Occupant lead paint tests/results Lead hazard notices Inspection dates Reports include Tenant Demographics, Tenants by Property, ... by Inspection Date… PAYMENTS The Payments Module allows you to record all payments received on any loans made by your agency. CDM will automatically calculate the payment due, including principal, interest and late fees based on the payment received date.. Features include: System calculation of interest & fees (including the ability to override or waive fees) Complete payment history display Last payment received, Next payment due, Final payoff amount displayed Partial payments and multiple payments accepted Agency-authorized "Adjustments" to principal (increase/decrease) Reports include Loan Delinquency reports, Payments received, Program Income… LOANS The Loan Module will make monitoring "Self Amortizing" loans (those that are forgiven over a specific period of time) easy! It also handles your Installment Loans (payments are being received), Grants, and Deferred loans. CDM is unique in that multiple funding sources may be used on a single loan. Payments received will then be tracked and distributed proportionately to those funding sources. This module also allows you to track information relating to the Loan Originator such as the "Good Faith Estimates, Truth in Lending, HUD1 and HUD1a" along with the Affordability time ending date for payments received. Features include: System calculation of interest & fees (including the ability to override or waive fees) Complete payment history display Last payment received, Next payment due, Final payoff amount displayed Partial payments and multiple payments accepted Agency-authorized "Adjustments" to principal (increase/decrease) Reports include Loan Delinquency reports, Payments received, Program Income… CONTRACTORS The Contractor Module is used to maintain your Contractor Database. Features include: One file for all Contractor data (addresses, phone, licenses, insurance, etc) Contractor status (Active, Probationary, Suspended, etc) Race, Ethnicity, WBE, # Employees Federal ID, State ID, Vendor ID, Lead Paint Certification Liability, Bond, Auto, Lead Paint Insurance information Reports include Contractors by License and Insurance Expiration Dates, Contract Activity Summary… WORK PLANS The scope of work is defined in the Work Plan module, and your work plan may be as general or as detailed as you choose. The funding source and the contractor responsible for completing each work item is identified, as well as your internal cost estimates, change orders, and accepted bid amounts. Features include: Defines "Scope of Work" (general or specific) Identification of funding sources used, contractors assigned Estimates vs Accepted bids Spec detail pulled from master file and modified for each specific job Rehab specialist and Inspector identified Inspection dates, percent of completion Reports include Work Plan (Scope of Work), Work Plans Completed… DISBURSEMENTS The Disbursement Module is used to keep track of payments made to your contractors. Features include: Payments to contractors, track unpaid balance by work item Disbursement History Retainage warnings Reports include Authorization for Disbursement, Disbursements by Contractor... BIDS The Bid Module is useful for recording the bids received from your contractors, and the contractors receiving contracts. You will be able to compare contractors' bids, work item by work item and run reports to analyze the bids. Features include: Bids sent vs Bids received (contractors, dates, bid amounts) Identification of contractors awarded job Reports include Contractor Bid Analysis, Bids by Loan ID, Request for Bid… REPORTS CDM comes standard with over 160 reports covering all the modules within CDM. Features include: Over 160 detail & summary reports User-controlled filtering and sorting Send reports to screen, to print or to file (.txt or .xls) Custom reports (optional, additional charge) Merge data into Word or spreadsheet documents ESCROW The optional Escrow Module will keep track of your escrow account on a per loan basis. CDM will calculate the period escrow amount you need to collect based on the future disbursements you define (e.g. for property insurance and real estate taxes). Features include: Unlimited number of escrow items per account Track payments received and agency disbursements Payment/Disbursement history Reports include Escrow Analysis, Statements of Payments/Disbursements, Escrow Activity by Loan ID, Follow-up…