Most Popular Lending Content
Rejected Counteroffer
04/28/2024
A customer applied for a HELOC and the Bank decides not to approve them due to their declining financial condition and offered a closed end home equity loan. The customer declined the offer, paid off the HELOC and went elsewhere. Is an Adverse Action Notice required?
Customer Impact for Streamlined Document Management
04/28/2024
How might streamlining a financial institution’s document management benefit its customers?
Gaining Buy-In for Streamlined Document Management
04/28/2024
What steps can leaders take to gain internal buy-in for enhanced document management?
Email Subj: Can business accounts pay a higher overdraft fee than consumer accounts?
04/28/2024
We have significantly reduced our overdraft fee pricing for consumer checking accounts. However, we have left the business account pricing alone. This is OK, right, since the focus of unfair overdraft fees has been on consumer protection?
2024 is going to be a big year for lending updates. Do you know what they are?
04/28/2024
Is your FI ready for all the regulatory changes and updates facing you institution in 2024.