CDFI
The CDFI tab 
is available in the contact and loan detail views when the option to hide the CDFI tab is not selected for the respective contact type and loan portfolios. The CDFI tab is hidden by default in NLS.
To make the CDFI tab visible for a contact type, go to Setup > Contact Setup > Contact Type. Select an existing contact type or create a new contact type and click the Options tab. Under the Hide Tab section, deselect the CDFI option. Click OK to restart NLS.
To make the CDFI tab visible for a loan portfolio, go to Setup > Loan Setup > Loan Portfolio. Select an existing loan portfolio or create a new loan portfolio and click the Options tab. Under the Hide Tab section, deselect the CDFI option. Click OK to restart NLS.
Query a contact or loan and click the CDFI tab at the bottom of the detail view then click Add 
to enable entry of CDFI data.
Note
Include in Report — Enable this option to include the entered data in CDFI reports.Note
FIPS Code — Address DPV lookup must be enabled in Setup > Contact Setup > Defaults for FIPS code entry.
Please refer to the U.S. Department of Treasury CDFI Fund web site for additional information.
Contact
| Field | Values |
|---|---|
| Investee Type | Individual Business CDFI |
| Entity Structure | For Profit Non Profit Tribal Other |
| Annual Gross Revenue | |
| Date Established | |
| NAICS Code | |
| Credit Score | |
|
Credit Score Picklist5.43+
|
Unknown Excellent Very Good Good Fair Poor None or Thin |
| Gender | Not applicable Female Male Both |
| Race | Not given African-American Alaskan Native American Indian Asian Hawaiian Native Other Pacific Islander White Other Not applicable |
|
Fiscal Year End5.43+
|
|
| Minority Owned | |
| Female Head Household | |
| Woman Owned | |
|
Native5.43+
|
|
| Low Income Owned | |
|
CDFI Certified5.43+
|
|
| First Time Homebuyer | Not applicable Yes No Don’t know |
| Hispanic Origin | Not applicable Yes No Not given |
| Low Income Status | Not applicable Low income Very low income Other Extremely low income5.40+ Middle income5.40+ Upper income5.40+ |
| Other Target Population | Not applicable Yes No |
| Field | Values |
|---|---|
| Jobs at Time of Investment |
 Not applicable 0.00 |
| Jobs at Reporting Period End |
Not applicable 0.00 |
| Banked at Time of Intake | No Yes |
| Gross Rev at Time of Invest. | |
| LITP End Users | No Yes Not applicable |
| OTP End Users | No Yes Not applicable |
| IA End Users | No Yes Not applicable |
Include in Report — Enable to include data in CDFI reports
Loan
| Field | Values |
|---|---|
| Project Number | |
| Purpose | Consumer Business Microenterprise Home Purchase Home Improvement Const/Permanent/ACQ W-O Rehab - Commercial Const - Housing - Multi Family Const - Housing - Single Family Const - Rehab - Commercial Const - Rehab - Multi Family Const - Rehab - Single Family Other |
| Amortization Type | Fully Amortized Partially Amortized Non Amortizing Other |
| Interest Type | Fixed Variable |
| Equity Like Features | None Convertible Debt Performance-based Interest Rate Royalties Warrants Other |
| Lien Position | First Second Unsecured Debt Other |
| Guarantee | None SBA USDA Other Federal Government Personal Guarantee Other |
| Transaction Type | Term Loan Equity Investment Line of Credit Debt with Equity Other |
| Collateral Type | None Real Estate Other Real Estate Vehicle Equipment Inventory Receivables Home Equity Other |
| Collateral Value at Orig | |
| Original Investment Amt | |
| Equity Injection Amt | |
| Forgivable Loan | No Yes |
| Origination Date | |
| First Payment Date | |
| Term in Months | |
| Interest Rate | |
| Points | |
| Origination Fees |
| Field | Values |
|---|---|
| Loan Status | Active Closed in Good Standing Sold Charged Off Refinanced |
| Fair Value at Orig | |
| Fair Value at Period End | |
| LITP End Users |
Controlled by Contact No Yes Not applicable |
| IA End Users |
Controlled by Contact No Yes Not applicable |
| Number of Time Refi’d | |
| Refinance Orig. Trans ID | |
| Times Restructured | |
| OTP End Users |
Controlled by Contact No Yes Not applicable |
| Gross Revenue TOE (time of expansion) |
Controlled by Contact 0.00 |
| Annual Gross Rev |
Controlled by Contact 0.00 |
| Jobs at TOE (time of expansion) |
Controlled by Contact 0.00 |
| Jobs at Period End |
Controlled by Contact 0.00 |
| Field | Values |
|---|---|
| Address | |
| FIPS Code |
| Field | Values |
|---|---|
| Job Type | Not applicable Direct Jobs Direct and Indirect Jobs |
| Jobs Created |
Not applicable 0.00 |
| Jobs Created Const |
Not applicable 0.00 |
| Jobs Created Tenant Bus |
Not applicable 0.00 |
| Source/Jobs Estimate | Not applicable New Financing Wage Data Economic Impact Rule of Thumb Other |
| Jobs Estimate Other | |
| Area Real Estate Total |
Not applicable 0 |
| Sq. Ft. Manufacturing |
Not applicable 0 |
| Sq. Ft. Office |
Not applicable 0 |
| Sq. Ft. Retail |
Not applicable 0 |
| Asking Rent per Sq. Ft. | |
| Housing Units Sale |
Not applicable 0 |
| Housing Units Rental |
Not applicable 0 |
| Aff. Housing Units Sale |
Not applicable 0 |
| Aff. Housing Units Rental |
Not applicable 0 |
| Other Impact 1 Expl. | |
| Other Impact 1 Units | |
| Other Impact 2 Expl. | |
| Other Impact 2 Units | |
| Total Project Cost | |
| Community Capacity | |
| Community Facility | No Yes Don’t Know |
| Educational Facility |
Not applicable 0.00 |
| Childcare Facility |
Not applicable 0.00 |
| Healthcare Facility |
Not applicable 0.00 |
| Arts Center Facility |
Not applicable 0.00 |
| Other Facility |
Not applicable 0.00 |
| Field | Values |
|---|---|
| Healthy Food Financing Initiative Financial Assistance (HFFI-FA) Transaction | No Yes |
| Year of HFFI Award | |
| HFFI_FA Activity | Retail Nonretail |
| Healthy Food Outlet Activity | If HFFI_FA Activity = Retail: Grocerystore Mobilefoodmkt Farmersmkt Cooperative Cornerstore Bodega Other If HFFI_FA Activity = Nonretail: |
| Healthy Food Outlet Activity - Other | |
| Food Desert Identifier Source | ERS TRF Other |
| Food Desert Identifier Source - Other | |
| Healthy Food Description | |
| Total Number of New Retail Healthy Food Outlets |
Not applicable 0 |
| Total Number of New Non-Retail Healthy Food Lending Activities |
Not applicable 0 |
| Square Footage of New Retail Healthy Food Outlets |
Not applicable 0 |
| Square Footage of New Non-Retail Healthy Food Outlets |
Not applicable 0 |
| Target Market | Investmentareas Targetedpop |
Include in Report — Enable to include data in CDFI reports
Security
Privilege to view, update, add, and delete CDFI data can be assigned at the user, group, and default system levels separately for contact and loan.
