OFN42 · Opportunity Next Track
From Weeks to Minutes.
How Technology Is Eliminating the CRA & Impact Reporting Burden for CDFIs
How Technology Is Eliminating the CRA & Impact Reporting Burden for CDFIs
A CRA exam is approaching, an NMTC compliance window is closing, or a funder wants an impact report — and the entire organization pivots to a weeks-long scramble. Spreadsheets are manually reconciled. Contractor documentation is chased down. Loan disbursement milestones are reconstructed from email threads.
This is not a compliance problem. It is an infrastructure problem — and it is solvable today. This 75-minute Deep Dive session explores what integrated compliance infrastructure looks like when verification, disbursement, and reporting are unified in a single platform.
Attendees leave with a self-assessment tool, a pilot program checklist, peer benchmark data, and access to a live platform demo. No pitch. Just practitioner conversation about what the field needs.
Watch how the Capital Bridge Coalition is transforming community development finance — connecting CDFIs, CRA-motivated banks, and LMI communities through verified capital and automated compliance infrastructure.
"Building Bridges: The Capital Bridge Coalition's Impact on Community Development"
Identify your organization's 3 highest-cost manual reporting steps and evaluate automation readiness.
7 questions to ask before engaging a fintech partner — what to look for, what to avoid, how to structure a low-risk pilot.
Live polling results from this session — how long your peers' last CRA report took and where they identify the highest pain.
Full slide deck, case study, and workflow template available post-conference at this page.
USAF Academy graduate and decorated fighter pilot with 10 years as a Weapons System Officer. With more than 30 years in strategic marketing and entrepreneurship, Tony brings the operational precision of military service to HomeHero Alliance — a verification, escrow-managed disbursement, and automated reporting platform purpose-built for CDFIs and CRA-motivated banks. MBA eBusiness · MS Internet Marketing · NaVOBA-certified veteran business owner.
Tarina leads HomeHero Alliance's LMI Funding Compliance and Governance division, overseeing the architecture of the platform's contractor vetting, escrow-managed milestone payment, and automated CRA reporting infrastructure. She brings direct lived experience as a member of an LMI community — ensuring the platform serves the communities it is built for, not just the institutions that fund them. Extensive background in economic development and community relations.
Outreach in progress. OFN will assist with introductions upon session acceptance.
Senior lending or compliance officer from a Phoenix-area CDFI. Targets: Prestamos CDFI, PCDIC, Enterprise Bank & Trust Arizona Region.
NMTC transaction advisor or CRA compliance counsel with national experience. Targets: CBO Financial, Cherry Bekaert, Baker Tilly.
The Capital Bridge Coalition's impact on community development — watch the overview video.
→ youtube.com · Watch nowThe LMI homeowner and veteran franchisee experience — from intake to project complete.
→ demo.homeherolliance.comLive portfolio view, milestone tracker, contractor compliance, and one-click CRA packet generation.
→ cbc.homeherolliance.comComplete the CRA Compliance Workflow Map — identify your 3 highest-cost reporting steps.
→ tally.so/r/WOjAYeSee the Capital Bridge Coalition dashboard live. No commitment, no sales pressure.
→ Schedule nowJoin the founding coalition of CDFIs and CRA banks building the infrastructure LMI housing finance has been waiting for.
Our 90-day structured pilot is designed for CDFIs and CRA-motivated banks ready to deploy compliance automation on live projects. Please review the requirements below — then complete the inquiry form to schedule your discovery call.
Clicking above opens our secure pilot inquiry form. We review every submission and follow up within 24 hours.