- Loan Application: The applications that an interested party would complete requesting a direct loan. Example applications for housing providers and businesses and intermediaries.
- Financial Monitoring Templates: Analyses tools or “metrics” to evaluate a potential borrower’s current financial condition and future repayment projections based on cash flow. Examples for cash flow projection and financial summaries.
- Credit Memo Template: Internal document for preparing the narrative rationale for loan.
- Community Investment Brochure: Document that provides information to interested borrowers
- Community Investment Program highlights from Sacramento and Los Angeles, California
