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We consistently hear feedback from CRA Officers that this is a significant pain point in data mining and CRA Exams. But what if we reversed the time and frustration around CD Loans? What if we challenged you to identify and document multiple CD Loans in one week and in just about 30-60 minutes a day?

That is exactly what we are going to be doing together during our Community Development Loan Challenge and … we are going to be doing this together. 

In just one week days we will cover … 

• Your first 3 Steps to Identify and Document a CD Loan today
• How to uncover the most overlooked loans within lending portfolios
• Getting Commercial Lenders’ Attention
• How to create documentation to withstand examiner scrutiny
• Reverse the trend of underreporting 

This challenge is designed to be completed in just 30-60 minutes a day during which you will have the opportunity to meet with Linda and your peers to focus on community development loans. Our fast-paced training sessions, daily hands-on activities, and resources will provide you with the necessary tools and inspiration to identify and document at least 5 community development loans that will survive examiner scrutiny.

We will also cover strategies for engaging with commercial lenders to identify CD loans prior to origination and tips for creating micro-training moments to avoid lengthy compliance training.

 Here is what you will get when you join the CD Loan Challenge

• • LIVE quick daily training sessions with Linda Ezuka
  • Daily assignments to build your CD loan portfolio one step at a time 
  • Workbook with customized action steps 
  • Set and achieve loan identification goals, within our time together.

And all the tools you need to get it done, including:

• • Commercial Lender Email Templates 
  • Data mining checklist
  • Tutorial videos showing how to document using BLS and AMI
  • Quick reference guide to documentation standards
  • Goal setting template and ideas to implement 
  • And if you know Linda, you’ll also get a bit of compliance pixie dust along the way!