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Indirect Lending Institute - New Orleans - April 16-18, 2019

Tue Apr 16, 2019 - 8:00am to Thu Apr 18, 2019 - 4:00pm
Hosted By: 
Hosted by Ed Swanson

Our Only Indirect Lending Institute of 2019!

For an indirect lending program to be successful, it is important to learn and implement the strategies necessary to thrive in a competitive, high-stakes marketplace. When managed properly, Indirect can be a catalyst to drive membership and loan growth. Ed Swanson and the Indirect Lending Institute will show you how to establish positive dealer relationships, track results, implement protocols to protect the credit union and so much more.  Whether you’re new to indirect or simply wanting to enhance results, this school is a must! 
 

LEARN HOW TO: 

  • Turn indirect members into lifetime members
  • Increase loan yield with a proven, results-focused approach
  • Maximize revenue and minimize losses by creating positive dealer relationships
  • Learn how to use on-boarding as a means to increase the relationship and enhance results
  • Learn specific dealer tactics used to slide loans through that are misrepresented and carry too much risk 
  • ​Convert new “one and done” members into meaningful members that will enhance your credit union’s bottom line 

REGISTER HERE!

Registration deadline: 3/25/19

Location: 

Doubletree by Hiltons New Orleans
300 Canal Street
New Orleans, LA 70130
Hotel Phone:  (504) 581-1300
Room Rate:  $176/night -through March 25
Reservations: Call 1-800-222-TREE or book your room online

Tuition: 

$1295 per person

Please make checks payable to:
Lending Solutions Consulting, Inc.
2250 Point Boulevard - Suite 325
Elgin, IL 60123

Fees are non-refundable. If you are unable to attend your scheduled class, you may reschedule for a future class based on space availability.


 

Classroom Agenda: 

CLASSROOM TOPIC BREAKDOWN - CLICK HERE

Daily Breaks: Morning at 10:00am | Afternoon at 2:30pm
 

Tuesday, April 16

8 am –  8:30 am | Registration/Continental Breakfast

8:30 am –  12 pm | Introduction to Indirect Lending / Industry Landscape

12 pm –  1 pm | Lunch

1 pm –  4 pm | Underwriting

 

Wednesday, April 17

8 am –  8:30 am | Continental Breakfast

8:30 am – 12 pm | Underwriting (cont.)

12 pm –  1 pm | Lunch

1 pm –  4 pm | Program Management

 

Thursday, April 19

8 am –  8:30 am | Continental Breakfast

8:30 am – 12 pm | Profitability

12 pm –  1 pm. | Lunch

1 pm –  3 pm| Minimizing losses

3 pm – 4 pm | Roundtable discussions