Build lender-ready borrowers at scale.

Groundwork. gives your counseling team a real-time dashboard, automated impact reporting, and a pre-filled credit presentation for every client.

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  Client pipeline with progress tracking and health scores
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  MWBE demographics auto-tracked for grant reporting
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  One-click CDFI Fund, board, and impact reports
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  Invite clients by email — they complete modules on their own
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  Pre-filled credit presentation delivered to your loan officers
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  Personal financial data never touches our platform