User Guide: Additional Features > CDFI
NLS Interface
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CDFI

The CDFICommunity Development Financial Institutions Fund. tab is available in the contact and loan detail views when the option to hide the CDFI tab is not selected for the respective contact type and loan portfolios. The CDFI tab is hidden by default in NLS.

To make the CDFI tab visible for a contact type, go to Setup > Contact Setup > Contact Type. Select an existing contact type or create a new contact type and click the Options tab. Under the Hide Tab section, deselect the CDFI option. Click OK to restart NLS.

To make the CDFI tab visible for a loan portfolio, go to Setup > Loan Setup > Loan Portfolio. Select an existing loan portfolio or create a new loan portfolio and click the Options tab. Under the Hide Tab section, deselect the CDFI option. Click OK to restart NLS.

Query a contact or loan and click the CDFI tab at the bottom of the detail view then click Add Add to enable entry of CDFI data.


Note

FIPS Code — Address DPV lookup must be enabled in Setup > Contact Setup > Defaults for FIPS code entry.

Please refer to the U.S. Department of Treasury CDFI Fund web site for additional information.

Contact

Investee Profile

Investee Type Individual
Business
CDFI
Entity Structure For Profit
Non Profit
Tribal
Other
Annual Gross Revenue  
Date Established  
NAICS Code  
Credit Score  
Gender Not Applicable
Female
Male
Both
Race Not Given
African-American
Alaskan Native
American Indian
Asian
Hawaiian Native
Other Pacific Islander
White
Other
Not Applicable
Minority Owned  
Female Head Household  
Woman Owned  
Low Income Owned  
First Time Homebuyer Not Applicable
Yes
No
Don’t Know
Hispanic Origin Not Applicable
Yes
No
Not Given
Low Income Status Not Applicable
Low Income
Very Low Income
Other
Other Target Population Not Applicable
Yes
No

Impact Profile

Jobs at Time of Investment Not Applicable
0.00
Jobs at Reporting Period End Not Applicable
0.00
Banked at Time of Intake No
Yes
Gross Rev at Time of Invest.  
LITP End Users No
Yes
Not Applicable
OTP End Users No
Yes
Not Applicable
IA End Users No
Yes
Not Applicable

Include in Report — Enable to include data in CDFI reports

Loan

Transaction Profile

Project Number  
Purpose

Consumer
Business
Microenterprise
Home Purchase
Home Improvement
Const/Permanent/ACQ W-O Rehab - Commercial
Const - Housing - Multi Family
Const - Housing - Single Family
Const - Rehab - Commercial
Const - Rehab - Multi Family
Const - Rehab - Single Family
Other

Amortization Type Fully Amortized
Partially Amortized
Non Amortizing
Other
Interest Type Fixed
Variable
Equity Like Features None
Convertible Debt
Performance-based Interest Rate
Royalties
Warrants
Other
Lien Position First
Second
Unsecured Debt
Other
Guarantee

None
SBA
USDA
Other Federal Government
Personal Guarantee
Other

Transaction Type Term LoanType of loan with a specifically defined origination and maturity dates and a defined schedule of payments.
Equity Investment
Line of Credit
Debt with Equity
Other
Collateral Type

None
Real Estate
Other Real Estate
Vehicle
Equipment
Inventory
Receivables
Home Equity
Other

Collateral Value at Orig  
Original Investment Amt  
Equity Injection Amt  
Forgivable Loan No
Yes
Origination Date  
First Payment Date  
Term in Months  
Interest Rate  
Points  
Origination Fees  

Transaction Status

Loan Status Active
Closed in Good Standing
Sold
Charged Off
Refinanced
Fair Value at Orig  
Fair Value at Period End  
LITP End Users Controlled by Contact
No
Yes
Not Applicable
IA End Users Controlled by Contact
No
Yes
Not Applicable
Number of Time Refi’d  
Refinance Orig. Trans ID  
Times Restructured  
OTP End Users Controlled by Contact
No
Yes
Not Applicable
Gross Revenue TOE (time of expansion) Controlled by Contact
0.00
Annual Gross Rev Controlled by Contact
0.00
Jobs at TOE (time of expansion) Controlled by Contact
0.00
Jobs at Period End Controlled by Contact
0.00

Project Address

Address  
FIPS Code  

Project Impacts

Job Type Not Applicable
Direct Jobs
Direct and Indirect Jobs
Jobs Created Not Applicable
0.00
Jobs Created Const Not Applicable
0.00
Jobs Created Tenant Bus Not Applicable
0.00
Source/Jobs Estimate Not Applicable
New Financing
Wage Data
Economic Impact
Rule of Thumb
Other
Jobs Estimate Other  
Area Real Estate Total Not Applicable
0
Sq. Ft. Manufacturing Not Applicable
0
Sq. Ft. Office Not Applicable
0
Sq. Ft. Retail Not Applicable
0
Asking Rent per Sq. Ft.  
Housing Units Sale Not Applicable
0
Housing Units Rental Not Applicable
0
Aff. Housing Units Sale Not Applicable
0
Aff. Housing Units Rental Not Applicable
0
Other Impact 1 Expl.  
Other Impact 1 Units  
Other Impact 2 Expl.  
Other Impact 2 Units  
Total Project Cost  
Community Capacity  
Community Facility No
Yes
Don’t Know
Educational Facility Not Applicable
0.00
Childcare Facility Not Applicable
0.00
Healthcare Facility Not Applicable
0.00
Arts Center Facility Not Applicable
0.00
Other Facility Not Applicable
0.00

NLS 4.10.3 and later

HFFI Award

Healthy Food Financing Initiative Financial Assistance (HFFI-FA) Transaction

No

Yes

Year of HFFI Award  
HFFI_FA Activity Retail
Nonretail
Healthy Food Outlet Activity

If HFFI_FA Activity = Retail:
Grocerystore
Mobilefoodmkt
Farmersmkt
Cooperative
Cornerstore
Bodega
Other

If HFFI_FA Activity = Nonretail:
Production
Distribution
Sale
Consumption
Other

Healthy Food Outlet Activity - Other  
Food Desert Identifier Source ERS
TRF
Other
Food Desert Identifier Source - Other  
Healthy Food Description  
Total Number of New Retail Healthy Food Outlets Not Applicable
0
Total Number of New Non-Retail Healthy Food Lending Activities Not Applicable
0
Square Footage of New Retail Healthy Food Outlets Not Applicable
0
Square Footage of New Non-Retail Healthy Food Outlets Not Applicable
0
Target Market Investmentareas
Targetedpop

Include in Report — Enable to include data in CDFI reports

Security

Privilege to view, update, add, and delete CDFI data can be assigned at the user, group, and default system levels separately for contact and loan.



Updated: 2018.06.15


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