• Since 1996 we have provided training programs and organizational development tools to over 2200 customers in the Banking and consumer lending industries
• Training Programs - We provide training programs that companies can deploy themselves, without having to rely on an outside trainer or training service provider
• Policies and Procedures - Customizable policies and procedures manuals, which include all forms and tools, for every lending function from origination to post-closing
• Start Up Services - Including business planning and modeling
• Banks, Credit Unions - Our programs have passed muster with FDIC, OCC and NCUA examiners
• Real Estate Companies and Homebuilders - Quickly establish a mortgage subsidiary with our mortgage management system

Some of our Bank/Credit Union customers (Not a comprehensive list - references are available)

 

Advantage Plus Federal Credit Union

American National Bank

American Southwest Credit Union

Bank Iowa Corporation

Bank of America

Bank of Fairfield

BankLiberty

Cambridge State Bank

Camden National Bank

Cardinal Community Credit Union

Carolina Bank

CBC FEDERAL CREDIT UNION

Centennial Bank

CenterState Bank

Chase Bank

Citizens Independent Bank

CITY NATIONAL BANK OF FLORIDA

CoastHills Federal Credit Union

Columbia Credit Union

Community Bank of the Cumberland's

Community Bank, Coast

Community Educators Credit Union

Community Southern Bank

Country Bank

Coventry Credit Union

Douglas National Bank

Eastman Credit Union

Enterprise Bank N.A.

Exchange Bank and Trust Co.

Farmers State Bank

First American Bank National Association

First Bank

First Choice Credit Union

First Citizens Bank of Georgia

First Michigan Bank

First National Bank in Green Forest

First National Bank of Elk River

First Southern Bank

First State Bank

First State Bank of Middlebury

First United Bank & Trust

FirstLight Federal Credit Union

Golden Pacific Bank

GoldenFirst Bank

Greenwood’s State Bank

Herring Bank

Idahy Credit Union

Insignia Bank

Jefferson Bank of Florida

KeyWorth Bank

Kinecta Federal Credit Union

Leader Bank, N.A.

Legence Bank

Lockheed FCU

MARINER’S BANK

Minnesota Building Trades FCU

Monument Bank

NEW HORIZONS BANK

Orange Countys Credit Union

PACIFIC ADVANTAGE FEDERAL CREDIT UNION

Pacific Mercantile Bank Mortgage

Railroad and Industrial Federal Credit Union

Reliance Bank

Riverwood bank

San Jacinto Area Credit Union

Savannah River Banking Company

Sheet Metal Workers Federal Credit Union

SolutionsBank

State Bank of Southern Utah

SunFirst Bank

The Evangeline Bank & Trust Company

The First National Bank of Hutchinson

The Foothills Bank

TIB Bank

Traditions Bank

Travis Credit Union

Treasure State Bank

TwoRiver Community bank

UCF FCU

Waccamaw Bank

Wachovia

Wells Bank

Western Bank

Wilcox County State Bank

Willamette Valley Bank