Additional Modules for The Exceptional Assistant

The following are available add-on modules for The Exceptional Assistant. Select any module for additional information. If you do not see a module that suits your needs, talk to us about your specific requirements.

Credit Reporting - provide monthly credit reporting on your portfolio automatically via the Internet
Escrow - receive payments from their clients for property taxes, insurance and special assessments
Participation - manage syndicated lending
Investor - track Investors and Grants used for fund capitalization
Grant - manage contributions made to clients
Electronic Funds Transfer (EFT) - manage pre-authorized debits in both ACH and CPA formats
CDFI Reporting - provide Transaction-Level Report (TLR) via Community Investment Impact System (CIIS)
EDMIS Reporting - greatly simplify the task of EDMIS reporting! Maintain historical quarterly EDMIS2 data submissions as well as auto verification of your file to ensure it meets all data requirements provided by SBA.

Learn about system requirements for the Exceptional Assistant.