The Exceptional Assistant (TEA) Core Modules

Whether your organizational focus is Technical Assistance, Mortgage Lending, Business Lending—or a combination of all—our software is equipped with the features to help you manage your information and reporting requirements with ease. Get answers to frequently asked questions about TEA, or download our TEA overview in PDF format (861 KB).

TEA’s core modules:

Client – manage personal information and demographic detail
Business – track business details including associated contacts and demographic detail
Loan – manage term, line of credit, leasing, equities, guarantees etc.
Project – monitor project lifecycle such as Community Economic Development and Training
Custom Report Builder – create customized reports for every module
Calendar – schedule and track any task or appointment
Rolodex – record complete details on non-clients such as board, staff, community partners

Record CRM details (email, tasks, appointments, document management, contact notes, time tracking, file attachments and more)
Handle multiple loan products (term, leasing, line of credit, equity and more)
Integrate your accounting package. TEA is compatible with popular accounting software packages (AccPac, QuickBooks, MIP, Simply etc.)
Process Automatic Transactions to make monthly payments a quick and simple process
Handle all types of interest methods (simple, compound, fixed, variable, etc.)
Load any seasonal or irregular payment schedule via an easy-to-use Amortization Workshop
Facilitate multiple Loan Funds
Analyze Financial Statements
Track the historical details of your clients and their businesses
Associate participants to a training project or link key project stakeholders to relevant activities
Build Custom Reports as well as access a comprehensive list of core reports in our online support area

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.