Community Development Loan Workshop

An estimated 95% of banks underreport their community development loans.

Join your peers and reverse the trend with our most popular workshop!

A hands-on live workshop for bankers to learn how to maximize CRA lending performance.

Workshop runs July 7th-29th with weekly live training sessions, replays available through December 31, 2021

Are you making the all-too-common mistake of leaving community development loans on the table, and underreporting the important work your bank is doing?

“Reviewing community development loans is Linda’s superpower! She is the first person I reach out to when I need a second opinion or when I get stuck on CD loan qualifications.”

– Sarah Pearson, Vice President, CRA Officer
First Bank

Community development loans (CDLs) are widely recognised as the most complex part and subjective component of the CRA. The CDL Workshop is for you if:

  • You want to stop underreporting and maximize the reporting of your community development loan portfolio.
  • You want to learn the tried and true methods to efficiently identify more loans to add to your community development loan portfolio.
  • Your bank relies on expensive consultants to mine for community development loans because you don’t have the time nor expertise to review credit approval memorandums.
  • You’ve never been trained on how to identify community development loans efficiently, correctly and confidently.
  • You know you’d benefit from seeing real-life credit approval memorandums so you better understand what types of loans are often overlooked for CDL consideration.