The process of actively monitoring, analyzing, and reporting on your community's reserve funds in order to keep all balances properly insured, to earn the maximum amount of interest possible, and to maintain liquidity, when necessary, to suit your community's needs.

This program does not require you change any existing relationships. We find it advantageous for communities to have access to multiple value-added products and services, ensuring that the best service levels and economic benefits are available.

All participating financial institutions provide deposit insurance through either the FDIC or the NCUA. Several provide insurance coverage above those limits using technology platforms that allow a community to open a single account that splits funds across a network of participating financial institutions.

This program uses a single point of contact to pre-qualify your community for a loan, provide your board with various financing alternatives, and allow you to select the option best suited to the needs of your community.

A snapshot of what is available in the market from any number of lenders for a community that fits within standard underwriting guidelines. These are not formal quotes from an individual bank.