Reach more customers. Impact more communities.

A Powerful Platform Connecting Small Business Customers to Capital and Resources

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Trusted by Over 100 Mission-Driven Organizations

100,000+

Small businesses matched to responsible lending

15,000+

Small businesses connected to business support services

650 million

In capital deployed

Powering Small Business Programs Nationwide

A Better Way to Build and Manage Your Pipeline

CRF Connect solves one of the biggest challenges facing CDFIs & Mission-Driven Lenders today: building a reliable pipeline of the right small businesses with limited time and resources.

Connect With Qualified Leads, Faster

Most CDFIs and Mission-Driven Lenders rely on referrals, outreach, and fragmented channels—making it difficult to consistently reach the right businesses.

CRF Connect uses intelligent matching, based on your credit box and business criteria, to connect you with businesses actively seeking capital and support—helping you engage pre-qualified prospects and move faster from qualified to funded.

Power Multi-Stakeholder Programs

Managing multi-stakeholder programs is complex—especially with limited capacity. CRF Connect brings lenders, partners, and small businesses into one unified marketplace, streamlining visibility from intake to funding and enabling scalable capital deployment.

Align stakeholders across your entire program ecosystem
Track deal flow in real-time and spot bottlenecks early
Connect businesses to vetted capital sources

Built for initiatives like SSBCI and government-backed programs like the NYC Future Fund, CRF Connect helps you deliver measurable impact at scale.

Manage Your Pipeline with Clarity

Managing your pipeline across spreadsheets and systems makes it hard to see what's moving and what's stuck. CRF Connect gives you a centralized view of your entire pipeline, with intuitive filters and real-time tracking so you can monitor lead status, track available program funds, and quickly identify bottlenecks.

Our technology can seamlessly connect to your existing CRM through our API—so your data stays in sync and your team can work more efficiently without changing how they operate.

Real Answers from Real Data

CDFIs are being asked to do more with data than ever—but most teams don't have the time or tools to keep up.

CRF Connect's AI helps teams quickly understand what's happening across their lead portfolio to quickly identify trends and opportunities.

So whether you're reporting to funders or managing programs, you can make decisions with data-driven clarity.

A Technology Platform Backed by True Partnership

Deployment-Ready Technology

Get up and running quickly with an out-of-the-box solution designed for CDFIs and mission-driven lenders—no heavy lift required.

Seamless Integration + Ongoing Support

Easily connect CRF Connect to your existing systems, with the technology and support you need to keep your operation running smoothly.

Built on experience, backed by results

Powered by deep program knowledge and proven success, CRF Connect is more than just technology. Our team works alongside you—from onboarding and training to ongoing support—so your programs run smoothly and deliver better outcomes.

Frequently Asked Questions

Find answers to common questions about how CRF Connect works, what it offers, and how it can support your business lending and community impact.

CRF Connect is a unified online network connecting small businesses to capital and resources. It brings together 100+ mission-driven community lenders, nonprofits, and business support organizations on a single platform, making it easier for them to provide the right capital and resources to entrepreneurs at the right time.

CRF Connect is designed for CDFIs, community development organizations, community banks, nonprofit lenders, business support organizations, and any mission-driven organization looking to expand access to capital and business resources for underserved small businesses.

CRF Connect has matched partners with 100,000+ small businesses seeking lending and business support services. The platform's matching algorithm continuously surfaces qualified customers based on your specific lending criteria and service offerings.

If your organization serves small businesses with lending, business advisory, training, grants, or other services—and you want to reach more customers and increase impact—CRF Connect can help. Whether you're a small nonprofit or a major regional CDFI, the platform scales to your needs.

CRF Connect's proprietary matching algorithm analyzes small business profiles against your specific criteria, such as loan amount, industry, geography, revenue, credit profile, and more. The system surfaces pre-qualified customers actively seeking services like yours, helping you focus on businesses most aligned with your product offerings.

Absolutely. You can set specific lending parameters, such as loan size, industry, location, business stage, credit score thresholds, and more. The platform remembers your preferences and continuously surfaces matches that fit your exact criteria.

The platform provides visibility into your customer pipeline: active leads, application status, fund utilization, conversion rates, and client details. You can easily filter and sort by status, geography, industry, loan size, or custom criteria.

Yes. Our API enables seamless integration with your internal CRM system, so customer data flows directly from CRF Connect into your existing workflows. No manual data entry. No duplicate records. One source of truth.

Yes. CRF Connect can be easily embedded on your website or landing page, allowing your customers to search for lenders and services directly from your site without leaving to access an external platform.

Yes. CRF Connect is specifically designed to support complex capital programs funded by government sources and public-private partnerships. The platform makes it easy to coordinate multiple lenders and funding sources to deliver capital to small businesses.

That's exactly why CRF Connect exists. The platform's network includes 100+ mission-driven partners. If a customer doesn't fit your lending criteria, you can refer them to a partner organization specializing in their specific needs. No customer gets left behind.

CRF Connect brings all stakeholders—lenders, nonprofits, grant makers—into one place. You can set up customized programs, track which customers are matched to which funding sources, monitor fund deployment in real-time, and measure collective impact across all partners.

CRF Connect is fully encrypted and meets the security standards required by major banks and federal and local government agencies. Your data—and your customers' sensitive information—are protected by bank-level security protocols.

Yes. Customer data is protected and only shared with your permission or as part of referrals to other network partners who can better serve your needs. You can read our Privacy Policy here.

Financial data is encrypted in transit and at rest. CRF Connect complies with federal financial data protection standards and works with financial institutions to meet their security requirements.

Dashboard metrics and customer matching profiles are updated in real-time, so you always have current visibility into your pipeline, fund utilization, and available opportunities.

Ready to Reach More Businesses, Faster?

Join 100+ mission-driven lenders and support organizations transforming access to capital.