CDFI Quarterly Data Refresh

Our quarterly data refresh from CDFI partners is a critical tool that helps us understand current lending activity, capital needs, and available loans for the secondary market. By sharing updated information on loans available for sale, pipeline projections, and anticipated capital support needs, CDFIs enable us to align investor demand with real-time lending priorities and deploy capital more efficiently. This regular exchange strengthens transparency, supports timely liquidity for CDFIs, and ultimately helps expand access to small-dollar small business loans for under-resourced entrepreneurs and communities.

You can find the data refresh template here.