CDM Has Moved to the Web

Since 1989, CDM has helped agencies manage housing rehabilitation, loan, and assistance programs. The new web-based CDM brings the same trusted program management foundation into a modern, secure, browser-based platform.

Web-based CDM home dashboard showing active tasks, operational alerts, and client intake tracking
A modern dashboard with operational alerts, intake tracking, and workflow visibility.
Trusted foundation Built on decades of CDM program experience.
Modern access Use CDM securely from a web browser.
Existing customer offer Free migration available through August 31, 2026.

A modern CDM experience for daily program work

The web-based CDM keeps the core program management structure agencies rely on, while adding cleaner navigation, workflow visibility, modern portals, and easier access for staff and residents.

Access

Web-based access from anywhere

Staff can securely access CDM from a modern browser without local desktop software installs.

Interface

Modern user interface

Cleaner screens, stronger dashboards, and easier navigation help staff find what needs attention.

Workflow

Workflow and task management

Assignments, due dates, overdue tracking, and next steps keep applications and projects moving.

Documents

Enhanced document management

Manage documents linked across clients, properties, loans, work plans, inspections, and other CDM records.

Reporting

Modern reporting

Updated reporting tools help teams review program activity, financial records, and operational progress.

Portals

Client and Application Portals

Optional subscription add-ons let clients review information and residents submit applications online.

Audit Trail

Activity tracking

A complete audit trail helps agencies review activity, status changes, and user actions.

Updates

Automatic software updates

The hosted web platform keeps CDM current without manual desktop upgrades.

See the new web-based CDM

Larger screenshots show how the new platform supports daily intake, workflow, documentation, portals, and project work.

Home Dashboard

Start the day with the work that needs attention

A modern dashboard with operational alerts, intake tracking, and workflow visibility.

CDM home dashboard with active tasks, operational alerts, and client intake cards
Task Dashboard

Manage assignments, due dates, and overdue work

Built-in workflow and task management keeps applications moving with assignments, due dates, and overdue tracking.

CDM task dashboard showing overdue tasks, due dates, assignees, and workflow badges
Application Portal

Let residents apply online

Residents can apply online, save progress, and upload required documents through a secure portal.

CDM application portal showing active applications and a start new application panel
Client Portal

Give clients secure access to key information

Clients can view loan information, recent activity, required actions, and upcoming milestones.

CDM client portal dashboard showing loan status, property information, recent activity, and milestones
Work Plan Dashboard

Track rehabilitation work from one screen

Track work plans, bids, contractors, construction progress, payments, and project status from one screen.

CDM work plan dashboard showing setup progress, bids, contractor payments, construction progress, and balances
Documents Dashboard

Keep program documents connected to the right records

Manage documents linked across clients, properties, loans, work plans, inspections, and other CDM records.

CDM documents dashboard with filters and linked documents across loans, work plans, clients, and properties

Special Upgrade Offer for Existing CDM Customers

Existing CDM customers can migrate to the new web-based platform now.

Free migration is available through August 31, 2026, along with exclusive introductory pricing for existing customers.

Client and Application Portals are available as optional subscription add-ons.

Schedule a Demo

Additional web tools are on the way

Two additional capabilities are expected in June 2026 for agencies that want more field and document automation.

June 2026

Mobile Inspector Portal

Field inspectors will be able to complete inspection work from a mobile-friendly portal.

June 2026

Electronic Signatures

Electronic signature workflows will help reduce paper handling and manual follow-up.

Ready to see the new CDM?

Schedule a demo and we'll walk you through the new web-based platform, migration options, and pricing for your agency.

Schedule a Demo