Purpose-built for community development
Designed around the work of housing and community development agencies.
CDM Platform
Manage your entire community development operation in one connected platform
CDM connects applications, clients, properties, funding, loans, rehabilitation, inspections, contractors, payments, documents, portals, and reporting in one browser-based system built specifically for housing and community development agencies.
One Connected System
Your programs, records, finances, and workflows stay connected
Generic systems often separate client records, projects, financing, construction, documents, and reporting. CDM connects these areas through shared records and workflows, reducing duplicate entry and giving staff a clearer view of each program, client, property, and project.
Connected data and workflows
Applications, clients, properties, loans, funding, construction, documents, and reports work from the same records.
More than 35 years of industry experience
CDM has evolved alongside the agencies and programs it supports.
Applicants, Clients & Properties
Manage applicants, clients, and properties from connected records
Move from intake and eligibility review through ongoing client and property management without recreating the same information across disconnected files or systems.
- Online and staff-entered applications
- Household, demographic, income, and eligibility information
- Client activity, assignments, documents, and follow-up work
- Property, unit, occupancy, insurance, and photo records
- Connections to loans, grants, work plans, inspections, and program activity
Loans, Grants, Payments & Funding
Track financing and funding from award through repayment
Manage financial activity at the client, property, project, loan, and program levels while preserving a complete history for review, reconciliation, and reporting.
- Installment and deferred loans
- Grants and other forms of financial assistance
- Principal, interest, fees, billing, and payment histories
- Escrow accounts and related tax or insurance activity
- Funding sources, allocations, draws, obligations, and utilization
- Federal, State, Local, and Private funding
Rehabilitation, Contractors & Inspections
Coordinate rehabilitation work from scope through completion
Keep work plans, estimates, bidding, contractors, inspections, changes, and payment activity connected to the same project and property records.
- Reusable work-item templates and specifications
- Work plans and estimated project costs
- Contractor bidding and bid comparisons
- Awarded work and contract amounts
- Change orders and disbursements
- Inspection checklists, findings, and photo documentation
- Vendor and Inspector Portal workflows
Staff Workflows, Portals & Reporting
Give staff, residents, and vendors the information they need
CDM combines staff dashboards and task management with secure portal experiences and reporting tools for operational, financial, and compliance work.
- Staff dashboards, tasks, due dates, and operational alerts
- Resident applications, documents, loan information, and required actions
- Vendor bidding, certifications, awarded work, and payment requests
- Inspector field checklists and photo submissions
- Searchable report catalog
- PDF and CSV reporting output
- Audit history and access controls
Platform Capabilities
Explore the CDM platform
CDM brings the major areas of community development program administration into one connected application.
Applicant & Client Management
Manage intake, household information, income, eligibility, demographics, activity history, assignments, documents, and follow-up work.
Property Management
Track properties, units, occupancy, ownership, insurance, photos, assessments, and connections to clients, loans, work plans, and inspections.
Program & Project Management
Organize programs, projects, funding activity, subrecipients, obligations, accomplishments, and related reporting.
Loan & Grant Management
Manage installment loans, deferred loans, grants, terms, balances, principal, interest, fees, schedules, and complete financial histories.
Funding Management
Track Federal, State, Local, and Private funding sources, allocations, draws, expenditures, obligations, income, and utilization.
Rehabilitation & Construction
Create work plans, reuse specifications, estimate costs, compare bids, award work, track change orders, and manage disbursements.
Inspections
Complete inspection checklists, record findings, attach photos, connect inspections to work plans, and support field-based workflows.
Billing, Payments & Escrow
Generate billing activity, record payments, maintain loan ledgers, track escrow activity, and review payment histories and balances.
Document Management
Store and retrieve documents connected to applicants, clients, properties, loans, work plans, inspections, funding, and other CDM records.
Workflow & Task Management
Assign work, track due dates, identify overdue items, surface operational alerts, and give staff visibility into next actions.
Reporting & Compliance
Generate operational, demographic, financial, funding, construction, loan, payment, and program reports with PDF and CSV output.
Resident Portal
Allow residents to apply, save progress, upload documents, review loan information, see required actions, and follow program activity.
Vendor Portal
Allow contractors and other vendors to review opportunities, submit bids, manage certifications, track awarded work, and request payments.
Inspector Portal
Allow inspectors to complete checklists, attach photos, record findings, and submit field work from mobile-friendly screens.
Security & Administration
Manage users, roles, permissions, authentication, audit logging, agency-level data separation, encryption, and administrative controls.
Flexible Program Funding
Support programs funded from Federal, State, Local, and Private sources
CDM is not limited to a short list of named programs. Agencies can organize program activity and financial records around the funding sources, rules, projects, and reporting structures that apply to their work.
- Federal grants and housing programs
- State-administered funding
- Local government funds
- Revolving loan and program-income funds
- Private, philanthropic, and agency-specific funding
- Projects supported by multiple funding sources
Optional Portal Modules
Extend CDM securely beyond your staff
Portal modules are optional paid add-ons and are provisioned based on the agency’s subscription and service agreement.
Resident Portal
Applications, document uploads, loan information, activity, required actions, and agency-branded access.
Vendor Portal
Bid opportunities, certifications, awarded work, documents, compliance items, and payment requests for contractors and other vendors.
Inspector Portal
Mobile-friendly checklists, findings, photos, work-plan connections, and field submissions.
Security & Administration
Built for agency data and controlled access
CDM is hosted on Amazon Web Services and includes practical controls to support agency operations and access management.
Review Security & Compliance- Encryption in transit and at rest
- Role-based access controls and optional multi-factor authentication
- Agency-level data separation and audit logging
- Managed application updates and backup and recovery processes
Implementation
A guided rollout built around your agency
We work with your team on program and account setup, user and permission configuration, training options, go-live planning, and ongoing direct support.
Data migration is separately scoped and quoted based on the condition, structure, and volume of source data.
- Program and account setup
- User and permission configuration
- Online or onsite training options
- Optional legacy-data or spreadsheet migration
- Go-live planning and ongoing direct support
See how CDM fits your programs
Schedule a live walkthrough and we’ll focus the demonstration on your programs, funding, workflows, reporting needs, and team structure.