Neighborly is cloud-based software designed to provide an end-to-end solution for the enrollment, administration, and reporting of housing, economic, and community development programs. Its six modules include Grant Management, Case Management, Loan Processing, Construction & Rehab, Asset Management, Reporting.

Grant Management - Approve, Allocate & Monitor Grant Funds & Activities

Accept, review, and score grant applications (CDBG, CSBG & ESG)
Allocate and track sub-recipient grant funding
Submit invoices, accomplishment reports, and Section 3 reports
Track program income
Generate CAPERs reports

Case Management - Manage and Analyze Stakeholder Data and Interactions

Manage beneficiary, sub-recipient, and contractor data
Upload and store documents
Generate stakeholder notifications and actions required emails
Get reports on beneficiary demographic and income data
Document and store all "case" interactions

Loan Processing - Process Forgivable, Deferred & Amortized Loans

Manage loan applications and approval workflow
Qualify beneficiaries based on local HUD income/asset limits
Generate all loan documentation
Originate and administer amortized, deferred, and forgivable loans
Monitor compliance during the beneficiary period of affordability

Construction & Rehab - Collaborate with Contractors from Bid to Payment

Create property work write-ups and bid specifications
Enable online contractor notifications and bids
Allocate project funding based on one or multiple funding sources
Manage contractor draw requests and change orders

Asset Management - Manage Compliance During Affordability Period

Complete compliance audits, including tenant file reviews and unit inspections
Track the project's financial performance
Upload rent rolls to determine the affordability of units
Coordinate with property managers on cure requirements

Reporting - Generate Standard & Ad-Hoc Reports

Produce standard HUD CAPERs reports
Create & save ad-hoc reports based on unique queries
Export data to Excel or 3rd party data mart for further manipulation
Display housing, economic & community development activities on a map

Neighborly Software

What is Neighborly Software?

Categories & Use Cases