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Connect with over 2,000 popular apps and software to improve productivity and automate workflows
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Financial institutions play a vital role in building thriving, equitable communities. A Bank Community Reinvestment Pledge formalizes your institution's commitment to responsible lending practices, transparent accountability, and measurable impact in underserved neighborhoods and populations.
This template is designed for community banks, credit unions, regional financial institutions, and lending cooperatives looking to demonstrate genuine commitment to Community Reinvestment Act (CRA) principles and social responsibility. Whether you're responding to stakeholder expectations, community advocacy, or your own mission-driven values, this pledge form captures specific, measurable targets across three critical areas: lending to underserved areas, small business support, and affordable housing financing.
Paperform makes it simple to collect, track, and share institutional commitments with complete transparency. The form flows naturally, guiding banks through each commitment category with conditional logic that adapts based on your institution's priorities and capacity. You can embed this form on your community outreach pages, share it with advocacy partners, or use it internally to align leadership around concrete goals.
Once a pledge is submitted, Stepper (stepper.io) can automatically route commitments to compliance teams, update internal dashboards, notify community stakeholders, and trigger quarterly review workflows—ensuring pledges become real, tracked outcomes rather than forgotten promises.
For institutions that need to formalize commitments with board approval or regulatory visibility, Papersign (papersign.com) can turn each pledge into a signed agreement, creating an auditable record that builds trust with community partners and regulators alike.
This template is trusted by community-focused financial institutions across the United States that understand the power of transparent, measurable commitments. Whether you're a small credit union serving a single county or a regional bank expanding your CRA footprint, this form helps you set ambitious yet achievable targets, track progress over time, and demonstrate genuine commitment to the communities you serve.
Start building trust and measurable impact with a clear, professional community reinvestment pledge using Paperform.