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ULEND Academy Virtual 2021

Facilitated by CUNA Mutual Group

Apr 06 9:00 AM - Apr 08, 2021 12:00 PM
Apr 06, 2021 9:00 AM - 12:00 PM
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ULEND Academy is a lending GAME CHANGER. No more wasted hours in classes with great ideas that are hard to implement in real life! ULEND Academy is a hands-on, customized experience that propels lenders from transactional to consultative, meeting members’ full financial needs. The curriculum guides lenders from foundational to advanced skill levels in all lending communication channels and across all stages of the loan process - origination, underwriting, and closing - with cross-selling, consultation, and compliance woven throughout.

ULEND Academy is set up as a virtual learning workshop within three, 3-hour sessions where participants will discuss, learn, and then apply. Because this occurs within manageable sessions, application can happen immediately. ULEND Academy graduates will return to work knowing how to use the skills and concepts learned in their daily interactions with members.  

Who should attend? EVERY lender from new to seasoned, underwriters, call center and leaders! ULEND Academy is a unique lending experience aimed at helping all lenders, from all levels and various experiences get better at what you do every day. 

Check out this video to learn more >>


April 6 – April 8 | 9:00 am – 12:00 pm (each day) 


Social Savvy

  • Recognize personal style and how it is perceived by others
  • Identify other styles and comfortably interact with members
  • Deliver targeted communications for the appropriate medium and context

Plan & Prep (eLearning)

  • Utilize the information from your core system
  • Identify what to look for to analyze the needs of your member 
  • Prepare when there is no time to plan

Consultation - Credit Report

  • Uncover member needs with targeted questioning strategies
  • Identify the life stages & goals of your members
  • Review the credit report and positively influence the member’s score

Structure the Loan

  • Calculate & effectively use basic ratios that apply in lending
  • Identify the 5 C's of credit that translate to risk
  • Use compensating factors to build a loan that will be approved for all members


  • Recognize opportunities to take smart risks
  • Utilize the 5 C's of credit when analyzing the loan application 
  • Formulate alternatives that positively impact loan decisions

Present the Right Solution

  • Connect products and services to members' needs and life stages
  • Build creative options/personalized packages for every member
  • Find ways to say yes to the member

Close with Purpose

  • Personalize the experience to the unique needs of the member
  • Make appropriate referrals and follow-up as needed
  • Set expectations to connect with the member on future opportunities

Hands-on Application

  • Apply the skills immediately during hands-on learning
  • Receive immediate feedback from real-time coaching
  • Discuss how each step of the member experience applies across the various lending channels




$469 | Early Bird deadline: March 5

$499 | Regular

Additional Info

Session Access

Webinar login information will be provided by CUNA Mutual Academy upon paid registration.  Please ensure to complete all pre and post work as assigned for optimal return on investment.


Refunds will be issued until 10 days prior to the conference, less a $135 administration fee per person. Substitutions accepted up to 1 weeks prior. All cancellations and substitutions must be submitted in writing to [email protected].

NOTE: The workshop contents and the materials provided are for the sole use of the registered and paying attendee. No part of the workshop or supporting resources may be shared, reproduced, stored, or transmitted without specific written permission from the copyright holder.

Calendar invites for each session are for the registered attendee's sole use and may not be shared with others.

CUNA Mutual Group Proprietary and Confidential | Further Reproduction, Adaptation, or Distribution Prohibited | 10009520-0121-0323 | © CUNA Mutual Group 2021, All Rights Reserved.

Event Type


Topics Covered

  • Live Webinars
  • Lending & Collections

Sponsored By

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