Origination Consulting


Decisioning Analysis

  • Create loan growth by transforming your underwriting strategy
  • Review Origination Policies & Procedures
  • Reviewing Decisioning Configurations
  • Understand Risk Tolerance
  • Recommend changes to increase automated decisions

Origination Process Analysis

  • Identify process efficiencies, emerging technologies and alternative data sources to reduce staff touchpoints & processing times
  • Review application process from creation to disbursement
  • Recommend changes to reduce staff touchpoints and/or utilize 3rd party data

Digital Origination Experience Analysis

  • Streamline your digital origination experience to compete & win
  • Review current online application process
  • Understand & mitigate common abandonment points
  • Recommend changes to increase pull-through ratios

RFP Assistance

  • Perform needs analysis to understand current capabilities and additional needs
  • Understand business and come up with questions & requirements that reflect business need

Vendor Evaluations

  • Compare what is returned in the RFP & shown in demos to the business need to determine the best fit

YOur Consultants

Andy Coy

Andy has an incredible tenure in the credit union space, serving Pennsylvania State Employee Credit Union (PSECU) members for over 20 years. During his time at PSECU, Andy and his team successfully created and launched a state-of-the-art digital loan origination experience that proves to be exceptionally intuitive for members and operationally efficient for the credit union. Andy will be helping other credit unions navigate their current digital origination experience to increase pull through rates and ensure an increase timely and accurate auto-decisions – giving them the edge to compete and WIN in the increasingly competitive financial services industry.

Carla Bramble  |  Principal Consultant 

Carla leverages her experience and expertise in the credit union space to develop and deliver high-quality consulting engagements, with a focus in origination and collections. Carla joins the team from Savana, Inc., where she worked as Vice President, Implementations, ensuring a best-in-class on-boarding and integration experience. Prior to Savana, Carla spent 11 years at Temenos and Akcelerant working side-by-side with hundreds of financial institutions to provide expert consulting services through analysis, recommendations and observations.