• Home
  • TEA (The Exceptional Assistant)
    • Core Modules
      • Client Module
      • Loan Module
      • Project Module
      • Reporting Module
    • Add-On Modules
    • FAQ
    • Product Demos
  • SERVICES
  • TRAINING
    • Training Options
    • Training Schedules
  • SUPPORT
    • Support Options
    • Open a Support Ticket
    • TEA Knowledge Base
  • ABOUT US
    • Our Company
    • Our Customers
    • Events
    • Investors
    • Careers at CGS
    • Our Policies
  • CONTACT US
CommonGoals Software
intuitive...insightful...innovative
software solutions
  • Home
  • TEA (The Exceptional Assistant)
    • Core Modules
      • Client Module
      • Loan Module
      • Project Module
      • Reporting Module
    • Add-On Modules
    • FAQ
    • Product Demos
  • SERVICES
  • TRAINING
    • Training Options
    • Training Schedules
  • SUPPORT
    • Support Options
    • Open a Support Ticket
    • TEA Knowledge Base
  • ABOUT US
    • Our Company
    • Our Customers
    • Events
    • Investors
    • Careers at CGS
    • Our Policies
  • CONTACT US

Online Client & Staff Portal

Home Add-On Modules Online Client & Staff Portal

The Online Client & Staff Portal for TEA 10 is a sleek web-based portal that offers both clients and staff secure and private online access to synchronized account and loan-related data from TEA, 24 hours a day, seven days a week.  It provides your clients with a highly desired and convenient self-help environment for ascertaining balances, account status, statements and more while also assisting staff members by providing access to account and management information in the field.

The portal also provides the ability to communicate with your entire active client base by broadcasting important messages.  It can also be used to distribute documents to your clients and to receive required documentation from your clients electronically.

The portal is customizable and can be branded to include your company logo and corporate colours enabling you to provide a professional online presence while maintaining your organization’s identity.

The portal will render on any device, in any browser creating true on-the-go access allowing staff to stay connected anytime, anywhere.  Staff and clients alike will love the ease of access and convenience provided by the online portal.

Key Features


  • Loan Information (Original Date, Original Value, Loan #, Term, Amortization, Maturity Date, Interest Rate, Loan type)

  • Outstanding Balances (Principal, Interest, Fees, Total Balance)

  • Delinquency Information (30, 60, 90, Current, Amount, Days)

  • Payment Summary (Year-to-Date, Inception, Last Payment with break down, Next Payment Date & Amount, Per Diem Rate)

  • Account Information (Loan Officer with address, phone and email, Account Manager with same details, Primary Contact and Business Information)

  • Messaging Center so you can broadcast messages to your entire client base

  • File Attachments so clients can upload financial statements and other required documents

  • Customized Portfolio Reporting for Loan Officers and Account Managers

  • Download Center where monthly/annual statements, audit confirmation letters and 1098/1099’s are uploaded from TEA and clients can upload files such as financial statements

  • Customizable interface incorporating your company logo and selectable colour theme to maintain your organization’s identity

Tiered Pricing Model

The cost of the Online Client & Staff Portal for TEA 10 is based on the volume of active loans in your portfolio providing organizations of all sizes an affordable online solution and is billed annually.  A one-time $250 installation fee for the initial portal installation and basic configuration is applied at the time of purchase.  Please contact us for details.

Guided or Professional Setup

We provide a detailed step-by-step manual and training video to assist you in getting your Portal up and running after the initial installation.

CommonGoals Software also offers Professional setup and customization services for $250.  This worry-free service ensures that your Portal is setup exactly as you desire and helps you get the most out of your Portal as quickly as possible.  We ensure that all features that you want to use are configured properly and ready to roll out to your staff and clients.  Our Professional setup includes:


  • Setup and customization of TEA synchronization to portal

  • Advanced customization of portal including e-mail templates and field

  • Corporate branding – incorporation of company logo and colour themes

See the Online Client & Staff Portal in action!

If you have any questions, require additional information or would like to see a live demo of our Online Client & Staff Portal, please contact John Meredith at 800-354-5152 Ext.2 or via e-mail at jmeredith@commongoals.com.

SCHEDULE A DEMO

Discover TEA

  • TEA Overview
    • Client Module
    • Project Module
    • Loan Module
    • Reporting
  • Add-On Modules
    • Online Client & Staff Portal
    • Online Application Portal

What our customers are saying

  • We have dealt with CommonGoals Software for 15 years. They have provided TEA software for the CBDC Network. Both the software and their support services have been excellent and allowed our network to streamline processes, reporting to stakeholders and centralize all client services in one efficient database. Additionally, CGS has provided custom development services creating an integrated website for all stakeholder reporting required for the program.

    Brian LeBlanc
    Atlantic Association of CBDCs
  • TEA has been the backbone of our organization for client services and lending activity for a decade. It creates efficiency for the majority of the processes we require and has provided all the required management and funder reports for our operations.

    Mike Wilcocks
    Tecumseh Development Corporation
  • 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 Gwin
    President, Pathway Lending (CDFI)
  • 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 and the CGS team is always very helpful and quick to resolve issues as they may arise. TEA has streamlined our organization’s data management immensely in the past 5 years and I see CGS as our partner in data management solutions; developing resources that create efficiencies.

    Vickie Newmeyer
    GM, Community Futures Meridian Region

Contact Info

  • CommonGoals Software
  • 193 Water St. West, Suite 301 Prescott, ON Canada K0E 1T0
  • 800-354-5152
  • sales@commongoals.com

Company Info

CommonGoals Software is a software development company that develops and sells custom software solutions and related services to community-focused, government and non-traditional lending agencies across North America.

About Us
Our Customers
Upcoming Events
Investors
Careers

© 2021 · CommonGoals Software · All rights reserved.      Our Policies