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Sample Documents
Member Exclusive
Sample Credit Reporting Charge Off Policy
October 14, 2018
Sample policy document providing an example of how a lender may handle reporting charged off loans.
CBA Reporter Resources
Consumer Lending
Toolkits and Tipsheets
Assistive Technology Loan Toolkit
February 15, 2018
Comprehensive toolkit designed to guide organizations through taking the steps needed to plan for, design, and offer Assistive Technology Loans.
Consumer Lending
Population Specific Resources
Toolkits and Tipsheets
Reentry Opportunity Loan Toolkit
February 15, 2018
Comprehensive toolkit designed to guide organizations through taking the steps needed to plan for, design, and offer Reentry Opportunity Loans.
Consumer Lending
Population Specific Resources
Toolkits and Tipsheets
Immigration Loan Toolkit
February 15, 2018
Comprehensive toolkit designed to guide organizations through taking the steps needed to plan for, design, and offer Immigration Loans.
Consumer Lending
Population Specific Resources
Toolkits and Tipsheets
Housing Stability Loan Toolkit
February 15, 2018
Comprehensive toolkit designed to guide organizations through taking the steps needed to plan for, design, and offer Housing Stability Loans.
Consumer Lending
Sample Documents
Sample Customer Feedback and Satisfaction Survey for Consumer Loan Programs
January 15, 2018
Sample Customer Feedback and Satisfaction Survey for Consumer Loan Programs
CBA Reporter Resources
Consumer Lending
Sample Documents
Sample Customer Feedback and Satisfaction Survey (Northwest Access Fund)
January 15, 2018
Sample Customer Feedback and Satisfaction Survey (Northwest Access Fund)
CBA Reporter Resources
Consumer Lending
Sample Documents
Sample Loan Payment ACH Form (Northwest Access Fund)
January 15, 2018
Sample Loan Payment ACH Form (Northwest Access Fund)
CBA Reporter Resources
Consumer Lending
Sample Documents
Sample Consumer Loan Agreement (Innovative Changes)
January 15, 2018
Sample Consumer Loan Agreement (Innovative Changes)
Consumer Lending
Sample Documents
Sample Assistive Technology Loan Approval Notice (Northwest Access Fund)
January 15, 2018
Sample Assistive Technology Loan Approval Notice (Northwest Access Fund)
Consumer Lending
Population Specific Resources
Sample Documents
Sample Assistive Technology Loan Application (Spring Bank)
January 15, 2018
Sample Assistive Technology Loan Application (Spring Bank)
Consumer Lending
Population Specific Resources
Sample Documents
Sample Housing Stability Loan Application (Families Forward)
January 15, 2018
Sample Housing Stability Loan Application (Families Forward)
Consumer Lending