WHAT WE DO
Our CU Lending Advice consultants travel across the U.S. and Canada, consulting and training Credit Unions on various lending topics. We offer a comprehensive list of services designed to produce results and ultimately grow your business.
CONSULTING
Onsite Consulting
Organizational Design
Senior Management
Board Education
SOFTWARE
LOS Selection
Automated Decision Engine Configuration
Custom Lending Applications
SPEAKING
League Events
Annual Meetings
Lending Schools
Vendor Meetings
PLANNING
Variable Pay Plans
Strategic Planning
Increasing Employee Productivity
TRAINING
Interviewing & Sales Training
Underwriting Skills Training
FICO Score Training
Board Member Training
REVIEWS
Bad Loan Review
Collection Review
Lending Process Improvement
Loan Policy & Product Design Review
LENDING SOFTWARE AND LOS SELECTION
We work with credit unions around the country customizing lending software platforms, loan origination systems and designing innovative custom solutions for credit unions.
