Interactive credit union planning tool

Build a preliminary member-protection program blueprint.

Answer ten focused questions about the credit union, lending channels, current program, priorities, readiness, and timing. You will receive a tailored planning result before deciding whether to request a conversation.

10 questionsApproximately 5 minutesNo contact information required for results

Step 1 of 5Institution profile

Institution profile

Begin with the scale and lending environment the program must support.

What is the credit union’s approximate asset size?

This helps frame program complexity, stakeholder structure, and implementation capacity.

Under $250 millionFocused operating model with clearly assigned program ownership.$250 million–$1 billionA growing program may need formal cross-functional coordination.$1 billion–$5 billionMultiple channels, roles, and reporting needs may require a broader operating model.More than $5 billionEnterprise governance, segmentation, and change control may be central.

How many potentially eligible loans are originated monthly?

Use a directional estimate across the channels and asset types in scope.

Under 100A focused rollout and hands-on oversight may fit.100–499Standardized workflow and repeatable training become important.500–999Reporting, exception handling, and manager visibility should scale.1,000+Automation, segmentation, quality controls, and governance are likely priorities.