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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 Application Portal

Home Add-On Modules Online Application Portal

The Online Application Portal for TEA 10 is a highly configurable, web-based portal that allows you to create, collect, manage and review the various types of applications you require to manage your products and programs. The Online Application Portal is not limited to one type of application; it is designed to
manage any type of application you need including loans, grants, training and more.

With its tight integration to TEA 10, the Online Application Portal will create new efficiencies for managing your programs. The Online Application Portal coupled with TEA 10’s Loan Servicing module and our Online Client & Staff Portal provides streamlined coverage for the entire lending life cycle.
You can automate your entire application, adjudication and loan servicing process with this integrated suite of applications helping to increase administration efficiency and organizational capacity.

The Online Application Portal includes many customizable features including application types, templates, dashboards, documentation requirements and more allowing you to align the portal with your existing processes.  The portal can also be branded to include your company logo and corporate colors enabling you to provide a professional online presence while maintaining your organization’s identity.

The portal will render on any mobile device, in any browser. Staff, committee members and clients alike will love the ease of access and convenience provided by the online application portal.

Key Features


  • Ability to configure an unlimited number of application types to support the different products and programs you offer

  • Easy-to-use interface simplifying the creation of dynamic application templates to capture the information you need

  • Ability to pull credit reports for FICO scores and credit histories from credit bureaus

  • Supports application fee payments with our integration to payment gateway services

  • Ability to define workflows to manage tasks, requirements and e-mails to support and track progress through the application pipeline

  • Insightful dashboards, pipeline analytics and reporting

  • Complete integration of online applications directly to TEA 10 servicing software to eliminate duplicative entry of data

  • Dynamic creation of documentation requirements based on application type

  • Custom scoring matrix to allow for expedited application assessment and approvals

  • Allows for a collaborative review process where applications can be ranked, reviewed and tracked by committee members online

  • Application analysis tools including address verification, demographic profiling and detailed geo-coding

  • Manage multiple borrowers and guarantors with ability to invite them to complete their portion of an application

Tiered Pricing Model

The cost of the Online Application Portal for TEA 10 is based on the volume of applications collected providing organizations of all sizes an affordable solution for offering online applications and is billed annually. A one-time installation fee for the initial portal installation and configuration is applied at the time of purchase. Please contact us for further details.

See the Online Application Portal in action!

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

Click below to see a list of currently scheduled demos or request a private one.

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.

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