Credit union readiness assessment

How ready is your credit union to evaluate a protection program?

Check the statements that are already true. The result is private to this browser and does not require contact information.

0 of 8 foundations identified

Executive ownershipAn executive sponsor and day-to-day program owner are identified.Member and channel goalsThe credit union has defined the member need, lending channels, asset focus, and desired outcomes.Cross-functional teamLending, operations, compliance, legal, technology, training, and vendor-management participants are known.Product directionGAP, vehicle service contracts, and any additional categories have a preliminary priority.Current workflowThe member journey from eligibility through documents and post-closing service is understood.Technology environmentThe current lending or origination platform, data flow, access model, and integration contacts are known.Training ownershipParticipating roles, managers, learning requirements, and readiness expectations are defined.Oversight planThe credit union has a preliminary plan for complaints, cancellations, refunds, claims support, reporting, and reviews.