Outcome Module
The customizable Outcome & Performance Indicators (OPI) module enables tracking, reporting, and outcomes-based evaluation to measure program impact and report to funding sources.
Investor Module
TEA’s Investor module tracks investments by donors, philanthropists, and government/private investors, with customizable terms, amortization, transactions, and integration with other modules for EFT and reporting.
Participation Lending
TEA’s Participation Module enables syndicated lending with a master loan that can be divided and sold to multiple sources, offering flexibility in repayment terms and rate margin differentiation for loan servicing organizations.
Grant Module
The customizable Outcome & Performance Indicators (OPI) module enables tracking, reporting, and outcomes-based evaluation to measure program impact and report to funding sources.
ACH / EFT Manger
TEA’s ACH/EFT Manager enables direct uploading of loan transactions to financial institutions, eliminating the need for proprietary software and offering a batch manager for automatic bank debits, simplifying the process for organizations.
Escrow Manager
TEA’s Escrow Module securely holds client payments for taxes, insurance, and assessments, disbursing to vendors when due, with integrated payment calculation and arrears tracking.
CDFI (CIIS) TLR Reporting
The U.S. Treasury’s Community Development Financial Institutions Fund (CDFI) developed the web-based Community Investment Impact System (CIIS) to collect data from CDFI-affiliated organizations, aiming to understand the benefits for low-income communities. TEA provides an automated solution for TEA users to easily submit required data to CIIS via XML.
Metro2 Credit Reporting
TEA’s Credit Reporting module enables electronic monthly credit reporting to major North American bureaus, supporting the Metro2 format and facilitating credit history establishment, risk analysis, and economic impact in communities.
Interested in the Add-on Modules?
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The Core Modules
We stand out from our competitors with a comprehensive list of core features and functionality that includes what they consider "extra" features.
Client
✔ Capture and organize personalized information
✔ Analyze financial statements
✔ Profiling target groups
✔ Track referrals effectively
✔ Centralized document repository
Project
✔ Mandate and results management
✔ Budgeting and expense tracking
✔ Partnerships and leveraged funds
✔ Outcomes and impact analysis
Loan
✔ Customizable Loan Pipeline
✔ Unlimited Loan Products
✔ Customized Risk Rating
✔ Historical Terms and Rates
✔ Multiple Funding Sources
Reporting
✔ Core Reports
✔ Custom Report Builder
✔ Query Builder
We're happy to show you any module in action!
We understand the importance of visualizing solutions. Reach out to us today to discuss your requirements and schedule a live personal demo of TEA. Experience firsthand how our add-on modules can meet your needs and make an informed decision.