Form cover
Page 1 of 1

CRA Compliance Workflow Map

OFN42 · Opportunity Next Track · New Orleans · October 2026

From Weeks to Minutes · Interactive Workshop · 15 minutes

Instructions: Form groups of 3–4 people. One person in your group submits this form on behalf of the group. Work through the questions together — be specific. Your responses shape the live report-back and will be shared anonymously with the full room.

You have approximately 8 minutes to complete the form, followed by 4 minutes of group discussion, then 3 minutes to report back.


1. Your Organization

Organization Type

Annual Loan Volume

Your role in compliance / CRA reporting

2. Your last CRA or impact report

Think about the most recent complete CRA reporting cycle or NMTC impact report your organization produced.

How long did it take to complete?

How many staff were involved?

3. Workflow mapping

From the list below, select the 3 reporting steps that consume the most staff time or cost at your organization. Then rank them 1 (highest) to 3.

Select your 3 highest-cost steps

Select your 3 highest-cost steps

Your #1 highest-cost step (the one that hurts most)

Estimated hours your team spends on that step per reporting cycle

4. What is the single biggest risk of NOT automating this step?

Discuss with your group, then answer together.

For your #1 cost step — what would automation need to do to eliminate it? Be specific.

What is the single biggest risk of NOT automating this step?

What is the single biggest risk of NOT automating this step?
A
B
C
D
E
F

5. How ready is your organization to pilot a compliance automation platform?

Choose your level of readiness

Choose your level of readiness
A
B
C
D
E

I'd like to learn more about: (check all that apply)

I'd like to learn more about: (check all that apply)
Your responses help us understand where compliance reporting burden hits hardest across the CDFI field. Results will be shared anonymously with the full room during our report-back segment. If you'd like a follow-up from HomeHero Alliance — including access to the session materials, a platform demo, or information about our Arizona pilot — leave your email above and we'll be in touch within 48 hours.

Want the session materials sent to you? Leave your name and email above, and we'll send the full deck, case study, and workflow template within 48 hours of the session. (Optional)

Full Name