Turning data into community impact

Section 1071 isn’t just about compliance — it’s about understanding the businesses you serve and the communities you support. Small Biz Wiz transforms raw lending data into actionable insights with automation, integrations, and analytics, helping you meet regulatory requirements while driving fair, inclusive growth.

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Increase the accuracy of small business lending data collection, speed up data processing, and streamline workflows

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Reduce risk by minimizing data errors and enhancing understanding of loan portfolio

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Easily identify potential risks and immediately take corrective action

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Decrease costs and increase efficiency by enabling staff to manage lending data with less time and effort

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Demonstrate commitment to achieving full compliance with small business data collection requirements

Power your compliance. Advance your impact.
Section 1071 compliance doesn’t have to be overwhelming. Wiz Suite streamlines every step so you can stay accurate, efficient, and ready for what’s next.

Optimize your small business lending strategy

See how Small Biz Wiz transforms Section 1071 compliance from a regulatory burden into a strategic advantage. Automate data collection and validation, ensure geocoding accuracy, and uncover actionable insights — all in one secure, cloud-based platform.
Turn compliance into confidence
Managing small business lending obligations shouldn’t slow you down. Small Biz Wiz gives you the tools to simplify compliance, strengthen governance, and uncover insights — all in one secure, cloud-based platform. From automated workflows to advanced analytics, these capabilities help you stay examiner-ready while driving meaningful community impact.
  • Mapping and performance analytics
    Visualize lending patterns and demographics with dynamic maps and context data to uncover gaps and growth opportunities.
  • Custom reporting
    Create clear, audit-ready reports and dashboards for regulators and leadership — turning compliance data into actionable insights.
  • Workflow automation
    Streamline submission processes with automated workflows that reduce manual effort and improve accuracy.
  • LOS and data integrations
    Connect seamlessly to loan origination systems and third-party tools via APIs for efficient, error-free data transfer.
  • Role-based access and audit trails
    Protect sensitive data with granular permissions and maintain complete change histories for exam readiness and governance.
ComplianceOne® Lending | ARTA Lending | TSoftPlus™ 1071 Small Business Data Interface
CRA Wiz SaaS and Community Development Wiz integrate seamlessly to provide a unified view of CRA performance. CRA Wiz handles data collection and reporting, while Community Development Wiz centralizes loans, investments, and services for community development credit. Together, they deliver:

1

Demographic data for principal owners and other required loan information are collected.

2

The data is sent to Small Biz Wiz, where users can input the remaining details, geocode, and edit the file to prepare for submission and analysis.

3

Once in Small Biz Wiz, robust analysis tools can provide insights into lending distribution to ensure compliance.

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Submitting data is quick and easy with the streamlined workflow in Small Biz Wiz.

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Expert support for Section 1071 compliance
Pair Small Biz Wiz with Wolters Kluwer advisory expertise to strengthen your program and ensure audit-ready reporting:

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Unlock the power of small business lending analytics

Connect with a Section 1071 expert to assess your challenges and explore tailored solutions. Discover how accurate, connected data can transform your monitoring strategy and operational efficiency.

Why schedule a consultation?

  • Save time with automated qualification and streamlined documentation
  • Reduce risk and stay examiner-ready with continuous review and targeted remediation
  • Collaborate on a single SaaS platform used across CRA, HMDA, and Fair Lending programs

Ready to take the next step?

Fill out the quick form to start your personalized consultation. Together, we’ll explore how Small Biz Wiz can help you achieve compliance certainty and amplify your impact.

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