Lender*VP Free Check Up!

Free!

Online Only

This engagement is for credit unions that may or may not be leveraging lending tools today that can improve workflows, grow loan portfolios, or automate loan processes. We will briefly review key lending tools in CU*BASE with you to see if you’re taking advantage of our robust loan suite!

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!