Woman in a Meeting - Community Development Management for Financial Institutions

Software to Track and Manage Loans

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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 Spreadsheets and outdated software just don’t cut it, and you’re tired of reminding coworkers to review loans and identify them for CRA.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…

Keep supporting documentation tied to each loan expand icon

Keep supporting documentation tied to each loan

  • 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!

Keep supporting documentation tied to each loan expand icon

Create detailed reports in minutes expand icon

Create detailed reports in minutes

  • 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.

Create detailed reports in minutes expand icon

Route loans for CRA review and qualification expand icon

Route loans for CRA review and qualification

  • 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!

Route loans for CRA review and qualification expand icon

Always be prepared for your CRA exam expand icon

Always be prepared for your CRA exam

  • 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.

Always be prepared for your CRA exam expand icon

Automatically geocode loans expand icon

Automatically geocode loans

  • 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.

Automatically geocode loans expand icon

Work towards CRA goals expand icon

Work towards CRA goals

  • 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.

Work towards CRA goals expand icon
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Other Time-Saving Features

Limited Examiner Access
Limited Examiner Access

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.

Comprehensive Activity Log
Comprehensive Activity Log

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.

Import/Export
Import/Export

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.

Unlimited Data Storage and Retention
Unlimited Data Storage and Retention

Never lose your data again! Everything stored in Kadince will be available forever, and there are no data limits.

Custom Fields
Custom Fields

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. 

API
API

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.

Schedule Demo
Get Proposal
Schedule Demo
Get Proposal

Building Software to Streamline Community Development Loan Management Since 2014

As former bankers, we know how time-consuming it is to track and manage community development loans. We set out to build software to help streamline the community development loan processes at financial institutions.

See how hundreds of financial institutions are using Kadince to streamline community development loan management and reduce risks.

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How to Start Streamlining Your

Community Development Loan Management

Step 1 - Schedule a Personalized Demo of Kadince - Number 1 Icon

Schedule a Personalized Demo

for yourself and others at your institution

Step 2 - Get Quick Approval of Kadince - Number 2 Icon

Get Quick Approval

with our proven vendor management process

Step 3 - Implement Kadince - Number 3 Icon

Implement Kadince

with the help of your Kadince customer success manager

Get Started, Schedule a Demo
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How much does Kadince cost?

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.

I'm Ready For a Proposal
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Schedule a Demo with Morgan

Morgan Talbot Photo - Kadince Sales Team Member

Get a Proposal from Morgan

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!