Lender*VP Free Check Up!

This engagement is an initial conversation to help determine what needs your credit union may have from a lending perspective. If you think your credit union has room to improve workflows, automate loan processes, or not sure if you’re using all the tools to the max capacity, this engagement is for you! After this initial meeting, a Lender*VP representative will follow up with recommendations for products or engagements in the catalog, pre-recorded options, or demos that will be beneficial to achieve your goals!

What we’ll review:

• What products and workflows you’re using now and how that is going
• Any pain points you or your team may have with lending in CU*BASE
• What are your lending goals?
• Upcoming lending products and projects
• Upcoming lending events such as webinars, trainings, and demos
• We’ll make recommendations for products or engagements in this catalog that may be beneficial to help you achieve your goals!