Tracking, managing, and analyzing loans can be difficult and time-consuming. Spreadsheets and outdated software just don’t cut it, and you’re tired of reminding coworkers to review loans and identify them for CRA. Luckily, there’s a better way.
Kadince software makes it easy to track, manage, and organize your institution’s CRA loans. Kadince is an all-in-one, easy-to-use software that will make your loan management process much smoother, no matter your institution size.
Depending on your asset size, you might want to track and manage all loans in Kadince (including small farm, small business, and community development) or just community development loans. Either way, Kadince will take your loan management process from difficult and time-consuming to easy and breezy.
With Kadince, you can…
Attach files directly to each loan.
View these documents side-by-side with the rest of your loan data.
Examiners are only one click away from supporting documents tied to each loan in the exam-style report.
Never misplace your supporting documents again!
Create and manage dynamic reports that update in real-time.
Manage specific reports for examiners, auditors, committees, and more.
Easily share reports between team members, examiners, and other parties.
See the strengths and weaknesses of your institution’s CRA lending performance.
Route loans to the proper reviewer(s) based on preset criteria.
Tell your story by adding supporting documentation, impact details, and qualifying rationale .
Reduce the volume of loans needing review with workflows and preset logic.
Never wonder who’s supposed to review a loan again!
Keep all your data in one place so you know exactly where everything is.
Build reports in your examiner’s preferred format that update in real-time.
Give examiners limited login access so they see only the loans you want them to see.
Or, if you’d prefer, export reports and send them directly to examiners.
Stop spending evenings and weekends frantically preparing for your exam.
Automatically identify which assessment area a loan is in or if it is outside your AAs.
Tract details are automatically populated (MSA, county, and tract code).
Demographic details are automatically populated as well (income, population, and housing).
Use these data points to sort and filter reports and find CRA-eligible loans that you may otherwise miss.
Identify goals and milestones for your CRA program.
Set goals driven by defined dates, conditions, fields, and more.
Ensure you’re doing everything you want to in your community.
See exactly where you’re doing well and where you need to invest more effort.
Grant access to examiners to see only the data they need to perform the exam. Examiners can even get access to your CRA data offsite.
Entering data into Kadince or editing the data already in Kadince is tracked in an activity log. This history helps ensure the integrity of your information.
Easily import historical loan data and use Kadince to visualize where you’ve made an impact and where to focus your efforts in the future. Need to export your data? We’ve got you covered there, too.
Never lose your data again! Everything stored in Kadince will be available forever, and there are no data limits.
Unlike other systems, you’re free to create and rename whatever custom fields you need. Have a unique data point? We’ve got your back. Even better, do it without the help of your IT team.
Integrate Kadince with the tools you use every day to reduce steps and save time.
With Kadince, you spend less time managing community development loan approvals. And, you have more time to make a greater impact in your community.
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for yourself and others at your institution
with our proven vendor management process
with the help of your Kadince customer success manager
We believe software pricing should grow with the financial institution. For that reason, we’ll tailor Kadince pricing to the size, needs, and growth plans of your institution.
When you're ready, we’ll email you a custom proposal in four Kadince business hours.
Thanks for your interest in Kadince software. I’ll email you a proposal within four (4) Kadince business hours (sometime before ).
Have any questions? I'm happy to help!