Ulend Academy

Baton Rouge

Published: Jan 27, 2020

Event date: 11/4/2020 8:30 AM - 11/5/2020 4:00 PM Export event

ULEND Academy is a lending game changer. No more wasted hours in classes with great ideas that are hard to implement in real life! ULEND Academy is an intimate, capacity controlled 2 day hands-on, customized experience that propels lenders from transactional to consultative, meeting members' full financial needs. The curriculum utilizes a “learn, discuss, apply” approach that guides lenders from foundational to advanced skill levels in all lending channels and across all stages of the loan process - origination, underwriting, and closing - with cross-selling, consultation, and compliance woven throughout.

Get ready to empower your lenders to create and keep loyal members through an exceptional member experience!

Social Savvy

  • Recognize & identify personal styles for comfortable member interaction
  • Deliver targeted communications for appropriate context


  • Recognize opportunities for smart risks
  • Utilize the 5 C’s of credit when analyzing the loan application
  • Formulate alternatives that impact the loan decisions

Plan & Prep

  • Utilize the information from your core system
  • Identify what to look for to analyze the needs of your member
  • Prepare when there is no time to plan

Present the Right Solution

  • Build personalized packages for your member’s needs & life stages
  • Find ways to say yes to the member


  • Uncover member needs with targeted questioning strategies
  • Identify the life stages & goals of your members
  • Review the credit report & positively influence the member’s score

Close with Purpose

  • Personalize the experience to the unique needs of the member
  • Make appropriate referrals and set expectations for future opportunities

Structure the Loan

  • Calculate & effectively use basic ratios that apply in lending
  • Identify the 5 C’s of credit that translate to risk
  • Use compensating factors to build an approved loan for all members

Hands-on Application

  • Apply the skills immediately during hands on learning
  • Receive immediate feedback from real-time coaching* (see opportunity below)
  • Discuss how member experience applies across the various lending channels

Every lender (whether new or seasoned veterans) underwriters and department leaders! ULEND Academy is a unique lending experience aimed at helping all lenders, from all levels and various experiences get better at what they do every day.

$599 per attendee for this day and a half program*

*For those applying for a grant, the value of the food and beverage and course materials is $60 and cannot be deducted from the registration fee.(Note: SBET grants are currently only being approved for events held inside Louisiana)

At ULend Academy, table coaches play a key role in the overall success of the workshop. Table coaches are program participants that play an extra role for which we provide a 50% discount on your registration fee in appreciation of the assistance.

Requirements: Lending/Underwriting experience; General knowledge of lending policies; Experience with coaching to performance; Ability to perform multiple roles within the workshop, Attendance from start to finish.

Responsibilities: Score team activities accurately and objectively; Provide feedback and motivate learners to remain engaged; Identify opportunities for improvement.

Preparation: Watch table coach Brainshark video; Review tools and resources; View Table Coach Webinar – all provided in advance of workshop.

Email Jody Brooks if you are interested in being a table coach.

Baton Rouge, exact location TBA


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