CU Lending Advice has remote training options for your lenders. Our most popular lending training topics can be delivered live directly to your staff at their desks.


CU Lending Advice provides speaking, training and consulting services to Credit Union professionals committed to business longevity and positive results.


CU Lending Advice travels across the country to guide Credit Unions and enable their businesses with the tools for success in a changing lending market.


Our Online Consulting Service provides your Credit Union with monthly advice articles, archived lending questions and an anytime “Ask CU Lending” feature.


Meet our CU Lending Advice team.



CU Lending Advice provides expert professional consultation for Credit Union management and team members. Our consultant team is dedicated to the success and implementation of proven sales efforts that benefit your Credit Union’s bottom line. At CU Lending Advice, we work with your Credit Union to design training programs that meet your specific needs.

 We offer engaging speakers, employee and Board Member training and independent reviews of your practices. Our proven and comprehensive approach allows CU Lending Advice the ability to implement positive changes to your Credit Union practices quickly and efficiently.

What We Do

We offer comprehensive services designed to grow your business.
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How We Can Help You

CU Lending Advice offers management and employee training, educational products and consulting services.
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Upcoming Events

Check out CU Lending Advice’s upcoming speaking and training events.
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Brett has helped us with lending training, implementation of our subprime auto lending program, development of our incentive programs and the implementation of our lending sales team. He has been a tremendous resource for us.

Great class; I learned a lot that will assist me with my current role. Don was extremely knowledgeable and I felt that the information that he provided was most definitely from his vast experiences. It’s nice to be able to gain information from someone that has been there.

My top salesman closed 1.9 million with 69 GAPs. We have also increased our weekly funding WAR by a point+ due to following your suggestions to increase the rate on Title Loans. We were leaving a lot of money on the table!

Brett is an excellent trainer. I have hired him in for the last several years. He will teach your staff how to read a credit report, how to counsel your members to improve their credit score, how to maximize the loan interview and how to make good loans and how to package to get paid back. He is a good investment.  I highly recommend Brett.

Couldn’t have done it without you. Your knowledge and experience have helped transform our Lending Department.”

I don’t believe our staff has ever given any training event higher ratings than those earned by Brett. He is truly exceptional and effective at what he does.

I would recommend Brett’s services to anyone who is willing  to entertain a different way of doing business.

Don is a thought leader in our industry. I would give him an unqualified recommendation to work with your credit union. He provides thoughtful insight and a unique drive to results that separates him from his peers and competitors.

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