Small Biz Wiz will save users time and manual efforts in collecting, reporting, and analyzing lending data.

Built on the trusted platform of CRA Wiz SaaS and HMDA Wiz, the Small Biz Wiz system is easy to use and easy to integrate into a financial institution’s data collection processes.

Small Biz Wiz supports the collection and reporting of the required 81 data elements, and delivers robust analyses that allows for easy identification of potential risks, in order for a lending institution to identify and remedy unfair lending practices.

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Increase the accuracy of small business lending data collection, decrease the time spent processing data, and streamline workflow processes.

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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 to remedy.

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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.

Designed to meet the data collection, reporting, and analysis requirements of Section 1071 of the Dodd-Frank Act.
Small Biz Wiz®
Designed to meet the data collection, reporting, and analysis requirements of Section 1071 of the Dodd-Frank Act.
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Small Biz Wiz Product Sheet
Wiz® for CRA, HMDA, Fair Lending, Community Development, and Small Business Section 1071
Ensuring compliance. Enhancing value.
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Section 1071 of the Dodd-Frank Act - Small Business Lending Data Collection
As Section 1071 takes form, be on the front end of hearing the details, understanding the requirements, and complying with the regulation.
Visit the Section 1071 Recourse Center

Small Biz Wiz allows financial institutions to collect, submit, and analyze their lending data in order to comply with the small business data collection regulations, improve data quality, and maximize efficiency.

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Browser-based data entry and editing provides real-time updating of lending data.

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Data preparation and submission tools decrease the time spent processing data and streamline workflow processes.

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APIs to integrate with loan origination systems or other data collection tools. Any data in text and Excel format can also be brought into the system.

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Powerful analysis options, including Performance Context Data and Mapping, give insight into lending distribution to ensure compliance.

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Compliance-grade geocoding in batch or single-record mode, providing the most flexible and accurate outcome.

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Custom reporting capabilities help analyze, monitor, and audit performance.

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Continually updated data sets and tables allow access to the latest trends, benchmarks, and regulatory requirements.

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Advisory Services
With experience understanding regulations and building programs, our consultants provide practical insights and advice on regulatory best practices and help prepare for or respond to regulatory exams.

Our consultants understand how regulations impact the way financial institutions do business, and can help evaluate your Section 1071 - Small Business Lending Data Collection program, identify gaps, and recommend enhancements needed to achieve and demonstrate compliance.
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Explore the training options available and unlock the potential of the Wiz® software. Wolters Kluwer offers instructor-led training, teleconference training, e-Learning packages, or a combination of these options to best fit your needs.
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