Introducing PolicyMap for Salesforce 2.0
CRA and Community Investment Data, Right Inside Salesforce

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Join Tom Love from PolicyMap for a webinar on the new and improved PolicyMap for Salesforce. Learn how to put CRA, NMTC, and Opportunity Zone eligibility on the account record where lending decisions happen, instead of in a separate compliance tool. With support for custom objects, you can enrich your portfolio, loan objects, and other records, not just standard Accounts, Opportunities, and Leads.

In this session, you’ll learn how to:

• See the community behind every loan and account. Enrich borrower, member, and prospect records in Salesforce with neighborhood-level data like income, poverty, homeownership, housing costs, and credit access.
• Confirm CDFI and CRA eligibility at a glance. Instantly see whether a loan or project falls in a low- and moderate-income tract, a CDFI Fund Investment Area, or another qualifying geography, right on the record.
• Simplify impact and compliance reporting. Tag your portfolio by geography to report on mission-aligned lending, CRA performance, and CDFI Fund requirements without pulling data into separate tools.
• Find underserved markets and new opportunities. Identify communities with high need and low lending activity, using indicators like HMDA mortgage trends, to guide outreach, product design, and pipeline development.
• Make smarter branch and expansion decisions. Evaluate current and prospective markets based on the demographics and economic conditions of the surrounding neighborhoods.
• Ask questions of your data with AI. Connect Salesforce to an AI tool like Claude, and PolicyMap data comes along, so your team can ask plain-language questions about your portfolio and markets without building reports.

Space is limited. Sign up to save your seat!

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