DownHome Solutions

CDFI Loan Origination, Servicing and Compliance Reporting

DownHome Loan Manager is a CDFI-focused origination, servicing, and reporting platform whose distinguishing feature is CDFI Fund TLR output built to specification, including the abbreviated variant.

Loan funds whose hardest recurring problem is CDFI Fund TLR reporting and multi-fund tracking rather than credit analysis depth

Private Lenders
Small Business Commercial Consumer Cloud

Quick Facts

Company
DownHome Solutions
Founded
1998
HQ
Seattle, WA
Best Fit
Small to Midsize
Pricing
Subscription
Market
DownHome says it has served community lenders for more than 25 years
Visit DownHome Solutions →

Overview

DownHome Solutions was founded in 1998 in Seattle to serve community development lenders, and that focus has not widened since. DownHome Loan Manager handles origination, servicing, and portfolio management, but the reason CDFIs shortlist it is the reporting: DLM produces the CDFI Fund Transaction Level Report in both full and abbreviated variants, as XML matching the CDFI Fund's published specifications, with geocoding validation and the lookups the AMIS system requires. It also covers SBA MPERS, 1502 reporting, and credit bureau submission. The portfolios it is built for are the ones bank platforms handle awkwardly: credit-builder loans, microloans under $50,000, home mortgages, housing construction, and multi-million dollar community development projects in the same book. What you give up is the commercial credit depth a bank-oriented platform brings, which is why larger regulated CDFIs often pair it with, or choose, something heavier.

Key Features

  • CDFI Fund TLR output in full and abbreviated variants as CDFI Fund-spec XML
  • Geocoding validation and AMIS lookups built into reporting
  • Origination, servicing, and portfolio management in one platform
  • SBA MPERS, 1502, and credit bureau reporting modules
  • General report builder for ad hoc mission and funder reporting
  • APIs to origination platforms, CRM, QuickBooks, and Sage Intacct

Pricing

What we know about DownHome Solutions pricing:

DownHome does not publish standard pricing. Expect quotes scaled to portfolio size and modules, positioned for mission-lender budgets rather than bank budgets.

Like most enterprise LOS vendors, DownHome Solutions doesn't publish standard pricing. Quotes are customized based on institution size, loan volume, and module selection. We recommend requesting all-in three-year TCO quotes that include implementation, training, and ongoing fees.

Key Integrations

Publicly documented integrations or connectivity options for DownHome Solutions include the following:

QuickBooksSage IntacctOrigination platforms and CRM systems via APICredit bureaus

Ideal Customer Profile

Asset Size
Small to mid-size CDFI loan funds and community development lenders
Loan Volume
Mixed portfolios spanning microloans through multi-year development projects
Staff Size
Small teams where one person often owns both servicing and CDFI Fund reporting
Best When
TLR reporting and multi-fund tracking are the recurring pain, not credit analysis

Pros & Cons

Strengths

  • TLR output built to CDFI Fund specification rather than exported and reformatted by hand
  • Handles the mixed portfolios CDFIs actually run, from microloans to development projects
  • Priced and scoped for mission-lender budgets rather than bank budgets

Limitations

  • Commercial credit analysis and spreading are lighter than bank-oriented platforms
  • Narrow by design: not a fit for a bank or credit union outside its CDFI work
  • No published pricing, and limited independent review coverage

Frequently Asked Questions

Does DownHome produce the CDFI Fund TLR?
Yes, in both full and abbreviated variants, as XML matching the CDFI Fund's published specifications, with geocoding validation and AMIS lookups. That is the specific reason most CDFIs shortlist it.
Is DownHome suitable for a bank or credit union CDFI?
It can work, but regulated institutions usually need deeper commercial credit and compliance tooling than DownHome provides. Bank and credit-union CDFIs more often run a bank-oriented platform and solve mission reporting separately.

Last updated: August 9, 2026

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