How to use this tool
1. Start with Active TX PipelineReview institutions with documented projects beginning in 2026 or later. Use the stacking signals to prioritize research.
2. Open any active recordClick a row to assign an owner, stage, priority, contact, next action, follow-up date, tags and notes.
3. Validate the opportunityCity-level NMTC history is an indicator only. Confirm the project address, census tract, ownership, building age and eligible scope.
4. Use historical evidencePrior Regional Projects shows completed examples. CDE Targets identifies financing organizations, City Heat shows experienced markets and National Comparables supports deal comparison.
5. Track outreachMove records through Research, Contacted, Qualified, Proposal, Won or Lost. Scheduled actions appear on the dashboard.
6. Protect your workChanges save in this browser. Export a backup regularly and import it when moving to another computer or browser.
This tool provides prospecting and diligence signals. It does not establish eligibility for NMTC, historic tax credits, elective pay or Section 179D.