Customer Testimonials

"We successfully uploaded our existing portfolio along with our historical loans which allows us to have every record in our 20 year history in one place. The loan module allows us to monitor our deal flow from application through the approval stage and then at closing. We are able to service our portfolio much easier than using multiple databases, and we are able to integrate it with our accounting system.”
E. Matthew Gautieri, Boston Community Capital

“The Exceptional Assistant (TEA) has been a useful management tool for Executive Directors and Boards. Reports made available by the program include a wide variety of tools such as arrears reports and other information specific details on every account. The availability to customize reports is a key component within TEA to design useful tools for management and governance. This includes interest rate spreads, write offs and provisions for management and boards. Having (TEA) hosted on an Application Service Provider (ASP) is a significant accomplishment for us in Atlantic Canada —there is no software administration required for updates, patches and new version upgrades. This has been a key tactical advantage for software deployment with direct benefit to our CBDC”.
Randy Smith, Executive Director CBDC Cumberland (and past chair of the MIS committee)

“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 Jarvis, Loans Officer, Community Development Corp. (CDC)

“TEA has been one of the most important things we have implemented to enable us to provide turnkey solutions to our clients. By imaging all of our documents we can attach them to related records and easily access them with a click of a mouse—a great time saver! 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, Southeast Community Capital