9/21/2021: Webinar
Webinar: A Loan Anyone?
Date: Tuesday, September 21, 2021
Duration: 1 Hour
Description
We will be perfecting loan conversations from two perspectives. First, guidelines for creating entry lines that differentiate your organization using the scenario of a call or visit from a rate shopper will be discussed as well as important probing questions to ask during this loan inquiry. Second, we will review transitioning to the Credit Category once information has been gathered in the Day-to-Day Banking and Savings Categories.