Community Charter

Business Lending

• Member Materials
• Training Resources
• Operations

Member Materials

How do I spread the word about our small business services (and make more loans!)

Do your members know that your credit union can help them with their small business needs? Guide small business owners through not just getting the loan, but all the other critical steps to success -- from creating a solid business plan to improving profitability. Use these tools to build small business owners’ knowledge and their loyalty to your credit union.

Handbooks

• Getting a Handle on Small-Business Finance handbook

• Launching Your Own Business handbook

• Running Your Small Business handbook

Statement Stuffers

• Business Loans Help Realize Your Dreams statement stuffer

• Working Together to Put You in Business statement stuffer

Other Member Marketing Materials

• It's Your Business folder with insert

• We Make Small-Business Loans drive-up envelope

• Small Business Posters

• Small Business Services table tents

Training & Resources

Do you have what it takes to establish or expand member business lending?

We offer several levels of training on essential member business lending topics. There’s something for everyone who wants to take the next step in this area of tremendous growth potential.

• Business Lending and Services Conference



• Business Lending Certification Institute: Fundamentals



• CPD Webinars




• Member Business Lending: Ideas and Strategies from Participating Credit Unions white paper PDF

Operations

How can I expand my member business services opportunities?

Simplify and enhance your member business services programs with this one-stop source to offer you a complete range of assistance:

Services

• SBA loan referral program



• Business transaction services for easy electronic processing



• Automated member business lending document selection



• Business checks with a fast, one-step order process



• Member Business Lending CUSO



• Member Business Services Strategic Solution Session
  We provide consulting services focused on helping you assess and implement a member business service area. Our experienced professionals can assist you developing a start up plan, policies and procedures, and provide ongoing support so that the credit union has someone to call as the program matures. An additional option to find out where you’re at and where you need to go in member business services is to participate in our assessment and 2-hour strategic solutions session. This valuable offering from CUNA’s Research and Advisory Services gives you undivided attention and insights from our team of member business services experts.

Managing Risk

• Automated credit risk management services

Survey your membership

• NEW! Business Services Surveys

Start page - Branch Planning - Business Lending - Business Development - Sales & Service - Community Outreach - Research- Hispanic - Staff Education & Training- Networking, Peer and General Resources