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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

  • On-site consultations to maximize utilization of our systems
  • Recommended best practices to increase productivity, efficiency, and member experience
  • Deep dive into key performance indicators that should be monitored on a regular basis
  • Benchmarking against peers for opportunity identification

Customized consultations

  • Competitive analyses - Market analysis, best practices, and recommendations
  • Pricing and tier recommendations to maximize portfolio performance
  • Underwriting analyses - Policy review and recommendations
  • Dealer due diligence reports and monitoring
  • Process improvement, productivity, operational efficiency, and staff structure
Decision Engine Optimization

Decision Engine Optimization

Improve speed and accuracy of automated decisions with expert guidance

Processing Workflow Optimization

Enhance your processes and improve service levels without hiring additional FTE’s
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FTE Analysis

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

Benchmarking Reports

Compare your performance against peer, national, and state averages
Access to a network of dealers

Indirect Lending Program Review

Gain insight with a comprehensive analysis of your entire indirect lending program