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5K Tune-Up

This is an opportunity to get one on one consulting with our team and see what tool set opportunities are currently not being utilized in CU*BASE.

A staff member will review your tune up options over the telephone, and will help you get started. A one hour phone consultation is included for FREE.

 

Additional information

Overview

Tune Up is a service that credit unions can request at any time. Whether you are a new client, or a seasoned CU*BASE veteran, a Lending Tune Up will help your team identify new products and services you could be offering your members. This is an opportunity to take a second look to see if everything is functioning as planned and work with your team to identify potential process improvements.

What’s Included

The following will be included in your 5k Tune-up through an hour long phone/video meeting:

  • Managing your Lending Queue
  • Managing the Lending Relationship
  • Risk-Based Pricing Review
  • Portfolio Analysis Reports
  • Recommended Reports

 

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