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Consulting

Data-driven consulting to optimize lending

Strengthen your lending strategies

In today’s increasingly competitive lending market, credit unions must continuously evaluate how to create efficiencies, meet evolving member needs, and increase profitability in order to maximize lending.

With over 25 years of experience helping credit unions excel, we can provide the guidance you need to increase productivity, elevate member service, and gain greater portfolio performance. From professional analysis and risk assessments to education, our lending advisors have the data, expertise, and industry knowledge to help you achieve your goals.

Optimization reviews

  • Decision engine optimization to improve speed and accuracy of loan decisions
  • On-site consultations to maximize utilization of our systems
  • Recommended best practices to increase productivity, efficiency, and member experience
  • Process improvement, productivity, operational efficiency, and staff structure

Customized consultations

  • Competitive analyses - Market analysis, best practices, and recommendations
  • Underwriting analyses - Policy review and recommendations
  • Dealer due diligence reports and monitoring
  • Benchmarking against peers for opportunity identification
Decision Engine Optimization

Decision Engine Optimization

Improve speed and accuracy of automated decisions with expert guidance

Access to a network of dealers

Indirect Lending Process Review & Optimization

Get insight with a comprehensive analysis of your entire indirect lending process

No per-app fees

Loan Origination Process Review & Optimization

Enhance your lending success through extensive analysis and strategic recommendation

Origence_data analytics_static pool report

FTE Assessment

Optimize your workforce with a thorough analysis of your resources and staff

Benchmark Reports

Compare your performance against peer, national, and state averages