Learn about TEA - Our flagship software for loan management

The Exceptional Assistant, commonly referred to as TEA, is a robust and intuitive loan management software solution for non-traditional lending agencies that will simplify the management of all your client data including loans, grants, investors, donors and more.

Check out Upcoming TEA Training Opportunities

New employees? New features? Maybe you just need a refresher. We offer a variety of training streams, including webinars and online mini-courses led by one of our experienced TEA trainers to help you get the most out of your software investment.

Access TEA Support

Our TEA Support Team is here to help. We have manned support lines where you can call and talk to a live TEAm member 5 days a week or a variety of online, self-serve options where you can locate answers, watch videos and help yourself 24/7.

The Exceptional Assistant, our flagship software, is the most comprehensive client, project and loan management software available for non-traditional lending organizations.

Full CRM Capabilities Powerful, Time-Saving Features Specialized Add-On Modules

Integrated GL Accounting In-house server or ASP deployment Robust Reporting Module

AND MUCH MORE !

Custom User Interface Dedicated, In-house Support Team Configurable Security Settings

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We pride ourselves in building great software and great relationships.

Check out what some of our customers have to say!

TEA greatly streamlines many processes for our team, especially for those who are working remotely. In addition, the TEA Support Team has provided us with extraordinary support and is always a pleasure to deal with.

Clint Brooks, Community Development Financial Institution
TEA has been extremely helpful in producing our reporting requirements to our funders. It greatly saves us time and the reports are customizable to provide exactly what we need.

John Mercola, Business Development Corporation
I have been a strong supporter of TEA within the CF family of organizations. I find it is a very useful tool to keep an organization’s data in one convenient location. The staff team is very helpful and quick to resolve issues as they may arise. TEA has stream lined our organization’s data management immensely in the past 5 years.

Christine Jojo Burns, Community Futures Development Corporation