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UID:40480-1794920400-1794924000@www.policymap.com
SUMMARY:Introducing PolicyMap for Salesforce 2.0
DESCRIPTION:Introducing PolicyMap for Salesforce 2.0CRA and Community Investment Data\, Right Inside Salesforce \nRegister Now \nJoin 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. \nIn this session\, you’ll learn how to: \n\nSee 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.\nConfirm 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.\nSimplify 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.\nFind 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.\nMake smarter branch and expansion decisions. Evaluate current and prospective markets based on the demographics and economic conditions of the surrounding neighborhoods.\nAsk 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.\n\nSpace is limited. Sign up to save your seat! \nRegister Now
URL:/events/introducing-policymap-for-salesforce-2-0-finance
CATEGORIES:Mapchats Webinars,Trainings
ATTACH;FMTTYPE=image/png:/wp-content/uploads/2026/10/Webinar-Page-Banner-HOUSING-PolicyMap-for-Salesforce-2.0-.png
ORGANIZER;CN="PolicyMap":MAILTO:info@policymap.com
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