6-Point Loan Best Practices Checklist

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6-Point Loan Best Practices Checklist

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Has loan administration just become more exciting? With the recent focus on customer experience and technological innovation, best practices are emerging in loan administration that are creating differentiators for some providers. Learn about them in our new paper, “Best-in-Class Loan Administration: Your Owe it to Your Clients & Their Participants.”

Then, use our 6-point best practice checklist to see how you measure up:

  1. Is your firm’s attitude about loans unintentionally affecting your approach?
  2. Are you giving participants the experience they want to have throughout the lending process?
  3. Are you offering sponsors the tools and resources they need to efficiently handle their responsibilities?
  4. Are you effectively managing your costs in providing support for plan loan programs?
  5. Are your clients adopting your latest and best capabilities?
  6. Are you staying up-to-date on the latest regulations and innovations?