Complete Financial Management for Church Extension Funds

Everything you need to manage loans, investor notes, accounting, and operations—all in one platform.

🏛️

Loan Management

✓Loan origination and underwriting
✓Automated payment processing
✓Amortization schedules and calculations
✓Late fee tracking and assessment
✓Loan modification and restructuring
✓Document management and storage
✓Portfolio analytics and reporting

💰

Investor Notes

✓Investment note creation and tracking
✓Automated interest accrual (daily/monthly)
✓Interest payment processing
✓Maturity date tracking and notifications
✓Investor portal for self-service access
✓1099 tax reporting and generation
✓Note redemption and rollover management

📊

General Ledger

✓Complete double-entry accounting
✓Customizable chart of accounts
✓Journal entry creation and posting
✓Trial balance generation
✓Balance sheet reporting
✓Profit & loss statements
✓Multi-period comparative reporting

💵

Cash Management

✓Bank account management and tracking
✓Cash receipt and disbursement processing
✓Bank reconciliation tools
✓Cash flow forecasting
✓Daily cash position reports
✓Transaction history and audit trails
✓Multi-account support

🔒

Escrow & Fees

✓Escrow account management
✓Property tax and insurance tracking
✓Fee schedule configuration
✓Automated fee calculation
✓Fee assessment and billing
✓Escrow analysis and adjustments
✓Fee waiver and exception handling

👥

CRM

✓Church and contact management
✓Relationship tracking and notes
✓Communication history logging
✓Task management and reminders
✓Custom fields and data
✓Search and filtering tools
✓Organization hierarchy management

📈

Reporting & Analytics

✓Custom report builder
✓Interactive dashboards with Highcharts
✓Export to PDF, Excel, and CSV
✓Scheduled report delivery
✓Portfolio performance metrics
✓Financial trend analysis
✓KPI tracking and visualization

🔐

Security & Compliance

✓SOC 2 Type II ready infrastructure
✓Bank-grade encryption (TLS/AES-256)
✓Immutable audit trails
✓Role-based access control (RBAC)
✓Multi-factor authentication (MFA)
✓GDPR and CCPA compliance
✓Automated backups and disaster recovery

⚙️

Automation & Operations

✓Daily interest accrual automation
✓Month-end close procedures
✓Automated tie-out verification
✓Workflow automation and approvals
✓Email notifications and alerts
✓Batch processing capabilities
✓Exception management

Platform Capabilities

🌐 Cloud-Based Platform

• Access from anywhere with internet connection
• No software installation required
• Automatic updates and improvements
• Firebase hosting for high availability
• Google Cloud Platform infrastructure

📱 User Experience

• Responsive design for mobile and tablet
• Intuitive navigation and workflows
• Fast page load times
• Modern, professional interface
• Customizable dashboards

🔗 Integrations

• Bank feed integration (planned with Plaid)
• ACH payment processing
• NACHA file generation
• Email service integration
• API for custom integrations

⚡ Performance

• 99.9% uptime target
• Sub-200ms API response times
• Optimized database queries
• CDN-powered static assets
• Real-time monitoring and alerting

Ready to Get Started?

See how CEF Core can transform your church extension fund operations.

View Pricing Request Demo