Consulting Services

We know a thing or two because we've seen a thing or two. Our team has worked across different industries in multiple countries and can draw from our wealth of experience to help your organization be better. We also work with numerous entrepreneurs, industry experts and retired government officials in our network to match you with the specific expertise you may require for very specific issues.

Loan Policy

We can help you draft a loan policy, underwriting guidelines and loan matrix that works for your organization. We can also help review your existing policy to match your organization's goals.

Training

Whether for new hires or existing loan officers, we provide instructor-led trainings in credit risk analysis; updating trainees on new underwriting techniques and industry best practices. We also train non-lending staff; helping them improve competency and develop skills that can make them more effective.

Credit Committee

We train credit committees on how to better assess loans with an 'impact lens'. This is especially useful for bankers and other finance professionals. We also offer an annual 'refresher training' to credit committee members (especially members without lending, finance or CDFI experience).

New Products

We help you navigate your decision to launch a new product. Whether it's a credit builder product, Islamic compliant product, line of credit, real estate related loan or card product, we help with product development and testing in line with your organization's mission.

SOPs

We review your business processes and help standardize the workflow between employees. We also review existing SOPs and provide feedback based on industry standards.

Special Projects

We carry out special projects relating to your organization's mission. This can be done independently or in collaboration with other organizations (depending on the project scope).

Get a Quote

Our consulting services are typically billed per hour. Some consulting projects may require a down payment before commencement. Learn more about how we price our consulting services.