CDFA Portfolio Management Software Survey

This survey will ask basic questions about the finance programs your organization offers and the software programs you utilize for underwriting, servicing and ongoing management. CDFA thanks you in advance for participating.

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* 1. What portfolio management software does your organization use?

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* 2. How many loan, bond and/or grant programs are managed by the software?

1 - 5

6 - 20

21 - 50

51+

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* 3. How many of your organizations loan, bond, incentive and grant programs are not managed by the software?

0 - 5

6 - 20

21+

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* 4. What is the approximate size of the portfolio the software solution supports?

$0 - $10 million

$10 million - $50 million

$50 million - $500 million

$500 million - $1 billion

$1 billion +

Not Sure

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* 5. In addition to management, does your software offer any additional services such as:

Customer Relationship Management (CRM)

Enterprise Resource Planning (ERP)

Accounting Reconciliation

Project Management

Other (please specify)

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* 6. Do you pay a subscription fee for the portfolio management software?

Yes