Register For Our New Online Classes!

Indirect Lending Institute - Online & In-Person - September 27-29, 2022

Tue Sep 27, 2022 - 9:30am to Thu Sep 29, 2022 - 4:00pm
Hosted By: 
Hosted by Ed Swanson

All class times are Central Daylight Time. 

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, your program can be a catalyst to drive membership and loan growth. Ed Swanson* 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 lending or simply wanting to enhance results, this school is a must! 


• Increase loan yield with a proven, results-focused approach to your indirect program
• Maximize revenue and minimize losses by creating positive dealer relationships
• Monitor common trends for effective program management ​
• Enhance the member relationship with on-boarding strategies
• Identify dealer tactics that carry risk allowing loans to slide through


*This is an online course featuring live, interactive instruction from Ed Swanson.






Online: $995 per person
In-Person: $1295 per person





Classroom Agenda: 

Day 1

9:30am – 12:00pm CST:

  • A look at current events in the auto industry
  • The Pros and Cons of Indirect Lending
  • Lessons from Indirect Programs

 1:30pm-4:00pm CST:

  • Components of a Successful Indirect Program
  • Loan Policy for Indirect
  • Dealer network & maintaining relationships
  • Dealer compensation

Day 2

9:30am – 12:00pm CST:

  • Dealer Agreements
  • Monitoring Dealer Performance
  • Dealer Scams
  • Considering the use of a third party

 1:30pm - 4:00pm CST:

  • Contract verifications
  • Loan approval authority
  • Key underwriting factors

Day 3

9:30pm – 12:00pm CST:

  • Policies and Procedures; loan to value, terms, employment
    verification, age and mileage of vehicle
  • Utilizing and Understanding the HYLS Indirect Tool

 1:30pm - 4:00pm CST:

  • How to minimize losses
  • Disposing of collateral
  • Measuring deficiency balances
  • Adding CPI - Is it a good idea?
  • When to repossess a car


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All rights reserved.  The contents of this presentation and materials provided are for the sole and exclusive use of the registered attendee.  Each viewing participant must pay for the conference.  No part of this live presentation, or supporting publications may be shared, reproduced, stored in a retrieval system or transmitted in any form or by any means --- electronic, mechanical, recorded, or otherwise – without specific written permission from the copyright holder.  Calendar invites for each session for the sole registered individual and the login may not be shared with others from the same institution.