Consulting
Home / Services / Consulting
Consulting Services
We know a thing or two because we've seen a thing or two. With experience spanning multiple industries and countries, our team delivers practical insight backed by a network of entrepreneurs, industry experts, and former government leaders, ensuring you get the right expertise for your most pressing challenges.
End-to-End Consulting for Mission-Based Lenders
From loan policy design to staff training and product development, we help your organization operate smarter, scale responsibly, and deepen impact.
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.
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.
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.
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.
.png){kind=small}
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).
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).
