Our Services
Loan Policies & Manuals
Ensure compliance & streamline loan operations
Our customizable NCUA-compliant Loan Policy Manual, Risk Rating Policy, and Tools help credit unions maintain regulatory compliance and manage loan risks effectively. These resources are designed to be implemented quickly and tailored to the specific needs of each credit union.
Software and Tools
Enhance loan pricing accuracy & financial analysis
The Loan Pricing Software allows credit unions to price loans accurately by considering various factors as well as daily updates with the 5-year Treasury Rates. Underwriting Software offers tools and training for analyzing the financial positions of businesses and guarantors, while Loan File Management provides tools to manage loan files efficiently, including risk ratings, annual reviews, and CAR reports.
Credit Analysis and Presentation
Streamline credit Presentations & collateral analysis
Our Credit Presentation template covers all aspects of commercial credit, ensuring thorough evaluations. Collateral Analysis tools help credit unions analyze various types of business collateral and correctly file liens, ensuring effective risk management.
Loan Processes
Complete due diligence & maintain compliance
The Loan Closing Process includes a checklist and training to ensure all due diligence is completed before closing a loan. Annual Loan Reviews come with a comprehensive template and tools to ensure NCUA compliance and support ongoing loan management.
On-Going and Training Services
Receive continuous support & expert training
We offer ongoing services such as file auditing, underwriting, annual loan reviews, and training on various business lending topics. In-person Training provides two days of on-site training and advising, while Remote Training includes weekly video calls for ongoing support and expertise.