Expert Guidance to Maximize Lending Operations


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CU Direct's Advisory Services provides your credit union the expertise you need, when you need it. We provide the guidance and expertise to stay one step ahed of the competition, while meeting regulatory requirements. 

Optimization Review
//  Decision engine optimization will improve the speed and accuracy of loan decisions
// On-site consultation to maximize utilization of Lending 360’s robust system features
//  Recommend 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


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

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