Loan setup and servicing records
Manage installment and deferred loans, terms, schedules, principal, interest, fees, balances, billing, payments, and complete financial histories.
Manage public housing loans and grants in one connected system
CDM gives public agencies a connected system for managing housing and community-development assistance as loans and grants, including program relationships, terms, schedules, balances, payments, funding, documents, tasks, rehabilitation work, and reporting.
Public-agency assistance
What is housing loan and grant management software?
Housing loan and grant management software helps public agencies maintain the complete operational and financial record for assistance they provide through housing and community-development programs. CDM connects the award or loan to the client, property, project, program, funding sources, documents, tasks, payments, and related rehabilitation activity.
This page is about public-agency housing assistance. CDM is not consumer mortgage software or commercial loan origination software.
Loans and grants
Support different forms of assistance without separating the program record
Loans and grants have different financial behavior, but both rely on shared client, property, program, funding, project, document, and reporting context.
Grant assistance records
Connect grant setup, award amounts, funding, disbursement activity, documents, tasks, property or project context, and reporting.
Escrow and related activity
Where applicable, track escrow accounts, annual escrow activity, taxes or insurance, good-standing status, and ledger entries separately from loan ledgers.
Connected financial and program records
See how assistance relates to programs, funding, properties, and projects
Financial history is most useful when staff can also see why the assistance exists, which program and funding sources support it, which household and property it serves, and which project work it may finance.
- Client, household, and property relationships
- Program, project, and funding-source relationships
- Allocations, draws, obligations, expenditures, income, and utilization
- Rehabilitation work plans, contractors, inspections, changes, and disbursements
- Documents, assignments, due dates, alerts, and activity history
See how CDM connects housing assistance and program operations
Schedule a walkthrough focused on your agency's loans, grants, funding, payment activity, documents, rehabilitation connections, and reporting needs.