Welcome To
The Path To Bankability Academy
Welcome to the MoFi Path to Bankability Academy, a video learning series created to help CDFIs strengthen their mission, impact, and cash flow. This academy was made possible with support from JPMorgan Chase.
Module 1: What is a Path to Bankability Plan?
Introduces the Path to Bankability roadmap which helps borrowers move from CDFI capital today to bank financing tomorrow.
Module 2: The Impacts of a Path to Bankability Program
Shows how Path to Bankability creates a dual impact that strengthens your borrowers’ financial future and your organization’s cash flow.
Module 3: The Five Factors
Breaks down the five factors every bank considers when deciding whether a borrower is ready for financing.
Module 4: The Steps to Bankability
Outlines seven practical steps your CDFI can use to build a complete Path to Bankability framework.
Module 5: The Bankability Score
Explains how to assess a borrower’s bank readiness using a simple scorecard that becomes the first step on their path to bankability.
Module 6: Underwriting
Explains how CDFI underwriting already provides the insight needed to assess risk, tell the borrower’s story, and lay the groundwork for a clear path to bankability.
Module 7: The Bankability Plan
Illustrates how to turn underwriting and scorecard insights into a clear, time-bound plan and apply it to a real-world borrower scenario.
Module 8: Matching to a Banker
Shows how CDFIs match borrowers to the right banking partner by evaluating fit, credit box, and readiness, with insight from both CDFI and banker perspectives.
Stay Tuned. More Modules to Come …