Maximize Efficiency: Automated Decisioning Throughout The Loan Process

Maximize Efficiency: Automated Decisioning Throughout The Loan Process
Introducing a 60-minute webinar for Small Business Lenders

Date: Wed, Oct 4, 2017 2:00 PM – 3:00 PM EDT
Dial +1 (914) 614-3221
Access Code: 565-622-783
Audio PIN: Shown after joining the webinar
Webinar ID: 757-940-683

How and where can lenders apply technology solutions that provide the biggest impact to their small business clients and streamline the loan process? Enhancing the client experience remains a top priority for all financial institutions looking to stay competitive, especially in the midst of the booming alternative lending space. Considering small business capital applications are typically more substantial than those for larger client segments, the key is to maximize efficiencies and apply automated decisioning throughout the loan process.

Innovative technology solutions available today can prompt that automation with a self-guided, impactful client experience on the front end, and automated credit decisioning on the back end. Leveraging technology that applies business rules to determine a specified loan type, max term, or rate, as well as the overall eligibility of an applicant builds these efficiencies. By routing conventional applications through an automated decisioning platform, a resulting dual-approval process can yield multiple offerings when applicable. Join us for this session with Moody’s Analytics as we discuss how adopting some of the latest technology solutions can yield competitive advantages and bring the focus back to the customer.

Taught by Industry Experts
Webinar Details

Questions are strongly encouraged. There are two ways to ask a question. The first is to ask the question via the chat box on the GoToWebinar dashboard. The second way is to send an email to Also, feel free to ask pre-webinar questions.

About Coleman Webinars
Coleman is the largest producer of small business banking video webinars and online training for the banking industry.

Our faculty are professional instructors are the absolute experts in their fields.

Why a Coleman Training Webinar?
It’s very cost effective. No airfare, no hotels. Just cram as many people as you wish into your conference room and turn on the computer. You have several options to view the program. You may watch on screen, or listen in on your phone.

You can choose to have any many connections nationwide as you wish.

A great benefit of the program is that you may have your questions answered by the faculty. All of our webinars are recorded.

A transcript of the program is also provided to purchasers of the unlimited site license.

How it Works
We use GoToWebinar for the webinar platform. You will receive a link that will direct you to an Internet site to view the presentation. If you would like to test this process to make sure you will be able to access the link through your system’s firewall, just send an email to, and he will schedule a test run.

Accessing GoToWebinar
There are two ways to access the webinar. The first is to simply click on the link we will provide when you register.

If you have a firewall issue, or you can’t get the GoToWebinar link to work, don’t panic!

The second way to access the webinar is directly from the GoToWebinar website. You will simply need to input the webinar ID and access code. These will also be provided when you register, and again the day before the webinar when we distribute the handouts.

Note we will open the webinar for attendees to join at 12:00pm ET. This will give each attendee two full hours before the webinar begins to troubleshoot any technical issues. Call (818) 790-4591 if you need assistance.

All Coleman Webinar Speakers are seen Live via Video Stream
You will see our speakers live through a video feed. You may customize the size of the speaker and powerpoint presentations by clicking on the webcam button on the GoToWebinar dashboard. You may position the speakers at the top, bottom, right or left hand sides. You may also choose to eliminate the video stream and just view the powerpoint.

Telephone Only Option
You may also choose to listen to the program on your telephone. The phone number will be provided with the handouts.

PDF Handouts
You will receive the pdf handout via email the day before the event. These may be distributed to all of your attendees.

Replay Link
If something comes up and you miss any part of the webinar, or there are technical issues such as a power failure, Internet dropout, fire alarm drills, actual fires or, earthquake (yes that has happened!) simply email and he will send you a link you may watch all or part of the webinar at your leisure. There is no charge for this service.

Register Today
Maximize Efficiency: Automated Decisioning Throughout The Loan Process
Wed, Oct 4, 2017 2:00 PM – 3:00 PM EDT
Dial +1 (914) 614-3221
Access Code: 565-622-783
Audio PIN: Shown after joining the webinar
Webinar ID: 757-940-683

Bob Coleman
Editor, Coleman Report
28081 Marguerite Parkway, #4525
Mission Viejo, CA 92690
(818) 790-4591
(c) 2017 All Rights Reserved