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Client Portal

Grant

Financial Marketplace

Make your community's reserve dollars count.

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Get Started

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Cash Management

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Loan Placement

How Cash Management works

The program provides a competitive marketplace of banks specializing in working with community associations. Your custom cash analysis will compare current accounts to our marketplace alternatives. Then, it is simply a matter of completing a new account request form and watching your funds grow.

Program benefits

  • Maximum interest income via higher rates

  • Ongoing account monitoring

  • Fully insured deposit offerings protect your assets

  • Electronic bank statements for timely monthly financials

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