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FIDAP Training #1 - Updated 10032025What is New in FIDAP.pptx

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Created on October 3, 2025

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Transcript

What's new in FIDAP

October 03, 2025

NEW! FIDAP for strategic planning

Tell your credit union's story

Broaden inclusive lending strategy

Federal program compliance

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NEW! Deeper loan analysis

Tell FIDAP about your credit union's specific loan product offerings to receive…

  • Analysis by CDFI loan portfolio typeeg. consumer loans
  • Deeper analysis based on NCUA loan classificationseg. new auto loans, used auto loans
  • Portfolio breakdowns of clean energy loan products and transactionseg. electric vehicle loans

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NEW! Financial inclusion indicators

A credit union's financial inclusion response is the percentage of loans that went to borrowers located in CDFI Investment Areas or low-income geographies.

A credit union’s financial inclusion opportunity is the proportion of the local market that live in underserved communities (CDFI Investment Areas) or low-income communities where the credit union is already lending.

NEW! Financial inclusion indicators

See a snapshot of whether your credit union is “leaning in to” or “leaning out of” low-income and underserved markets.

Leaning Out

Leaning In

Maintain a mission-focused lending strategy. Communicate impact to board and funders.

NEW! Clean energy analysis

Informing FIDAP about your credit union's climate center-financed transactions and clean energy loan products unlocks analysis of...

Lending in Low-income and Disadvantaged Communities (LIDACs)

100% clean energy loan products portfolio

Energy-burdened communities

NEW! Check loan eligibility

Upload potential loans for approval in bulk and receive an analysis mailed to your inbox within minutes.

This analysis provides a preliminary eligibility assessment. Results are not stored or tracked in FIDAP and no personal borrower information is included in the email.​

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NEW! Updated dashboards

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NEW! Updated dashboards

Categorized dashboards help you  zoom in on a program or lending focus. Faster loading times, especially for maps. Detailed guidance on how to interpret each analysis. Export dashboards to share with funders or your board.

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NEW! Consolidated loan template

Credit unions who are not CDFI certified, will see a more simplified data collection template that requires only borrower address and income information for each transaction reported to FIDAP.

Not interested in CDFI (re-)certification?

Not yet CDFI-certified,but curious?

•Get an early snapshot of current CDFI eligibility status •Identify possible lending adjustments to reach eligibility

•Use this template to receive FIDAP's financial inclusion and clean energy lending analysis •Minimal data collection effort