Applicants & clients
Manage intake, eligibility, household details, activity history, documents, and follow-up work.
Community development software
CDM brings housing programs, grants, loans, rehabilitation, inspections, documents, compliance, and reporting into one purpose-built platform.
Choose a time that works for you. We’ll tailor the conversation to your programs.
One connected system
Replace scattered spreadsheets and disconnected tools with a shared system that keeps your people, programs, properties, and funding in sync.
Manage intake, eligibility, household details, activity history, documents, and follow-up work.
Connect programs, projects, funding sources, obligations, draws, accomplishments, and reporting.
Track loan terms, billing, payments, balances, statements, fees, and portfolio activity.
Move work from specifications and bids through inspections, change orders, and disbursements.
Keep tasks, due dates, files, decisions, and next steps connected to the records they support.
Turn connected program data into clear operational, financial, and compliance reporting.
Built around your work
Bring your questions. We’ll walk through the workflows that matter most to your agency.
Designed for real program work
CDM connects day-to-day work with the financial and program records behind it, so staff can move forward with better context.
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Give staff one place to understand the applicant, the work completed, and what needs to happen next.
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See the loan, payment, project, property, client, and funding context without jumping between systems.
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Made for your mission
CDM supports the complex mix of people, properties, funding rules, construction activity, servicing, and reporting that generic case-management tools leave disconnected.
Let’s talk about your programs
Book a live, no-pressure conversation and see how one connected platform can support your agency’s work.
Book Your Live Demo Pick a time that works for you.