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CU Direct Lending Performance Advisors: Expertise You Know and Trust

Credit Union Advisory Services

Expert Guidance to Maximize Lending Operations

Advisory Services

 

In today’s increasingly competitive lending market, credit unions must continuously evaluate how to maximize lending, create efficiencies and increase profitability in order to remain market leaders and relevant to members. CU Direct helps credit unions stay one step ahead of the competition, while meeting regulatory requirements, by providing advisory services that are tailored to the needs and objectives of each credit union.

Optimization Review
  • Decision engine optimization to improve speed and accuracy of loan decisions
  • On-site consultation to maximize utilization of Lending 360’s robust system features
  • Recommended best practices to increase productivity, efficiency, and member experience
Benchmarking and Peer Analysis
  • Efficient and accurate comparisons of indirect lending performance against peers, as well as national and state averages
  • Benchmarking data not available anywhere else
  • Opportunity identification to optimize your indirect program
Customized Consultation
  • Competitive analysis – Market analysis, best practices, and recommendations
  • Pricing and tier recommendations to maximize portfolio performance
  • Concentration risk and product mix analysis
  • Underwriting analysis - Policy review and recommendations
  • Dealer due diligence reports
  • Process improvement, productivity, operational efficiency, and staff structure
  • Trusted advisors with decades of experience
Lending Academies
  • Complete review of all regulations related to loan portfolio management
  • Deep dive into key performance indicators that should be monitored on a regular basis
  • Strategies for collecting valuable data for performance analysis
  • Hands-on workshop using industry standard credit union analytics tools

 

Start the conversation | (877) 744-2835