Standardized Lending Model &
Qualification Algorithms

Use built-in algorithms to analyze your lending portfolio, uncover trends, and surface the right leads. The Data Hub flags promising opportunities by comparing historical lending data, identifying gaps, and matching lenders and TA providers with areas of high need. View insights and trends in real time using custom reports and dashboards

Spot trends and performance gaps across portfolios
Uncover emerging market needs and lending gaps
Filter by program, geography, or borrower type
Choose the depth of analysis that fits your goals
Share results or export for strategic planning

Geospatial Strategy Toolkit

Explore interactive maps layered with parcels, zones, climate data, lending gaps, and more. Quickly spot underserved regions, locate qualified businesses, and direct funding where it's needed most.

Click-to-filter overlays for parcels, zones, and climate data
Identify strategic engagement areas and Opportunity Zones
Visualize lending gaps across regions and programs
Save time with clear, layered insights at a glance
Support outreach and lending with high-impact maps

DeepRoots Program & CRM Capabilities

Manage outreach, and Connect with small businesses directly from the Data Hub using branded QR codes, built in CRM capabilities and community-driven outreach. DeepRoots helps you build local pipelines that scale your impact.

Generate QR forms that link directly to your CDFI
Track engagement like: open rates, responses, & click through rates
Expand visibility in under served communities
Customize branding to match your organization
Keep your pipeline organized and efficient
Send custom emails for outreach, follow-ups, or nurturing

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