Small Business Lending Roundtable
September 22, 2015 | 1:00 pm - 4:30 pm
Paradise Valley Room | Sheraton Phoenix Downtown | Phoenix, AZ
The Federation is pleased to announce a pre-conference roundtable for credit unions interested in expanding their member business lending. Come learn about a software and service partnership between the Federation and Community Reinvestment Fund to offer a stand-alone business lending platform that integrates with SBA. This easy to use, web-based lending platform,with guides and tips for borrowers, has proven to reduce origination time by more than 40% by:
- working directly with the borrower – the business owner can log-in into his application to follow loan processing and track deliverables
- checking the work of the loan officer – through simple checklists, the loan officer is able to improve the accuracy of the loan documentation submitted, quickly identifying the SBA forms required, saving time and loan officers’ workload
- pre-populating SBA forms and credit memos
There is no cost to attend this roundtable, but seats are limited.
Reserve your seat today!
AGENDA
1:00 pm - 1:15 pm
Introductions and Opening Remarks
1:15 pm - 2:15 pm
Platform Solutions for Business Lending
2:15 pm - 3:30 pm
Break
2:30 pm - 3:30 pm
SBA & Other Business Loan Guarantees
3:30 pm - 4:00 pm
Business Lending Strategies and Tactics
4:00 pm - 4:30 pm
Closing Remarks & Next Steps
This roundtable is made possible by a generous donation from Capital One