Developing a pipeline for loans is key for predicting cash flows and CDFI growth. However, borrower credit issues can get in the way of the application to loan closing timeline. This training will identify and address those key stumbling blocks and suggest remedies so that a borrower comes prepared and the CDFI can more accurately predict deployment of loan funds.
Understand the importance of developing a pipeline for loans.
Identify of the key stumbling blocks for clients wishing to enter the pipeline.
Develop a target market strategy for pipeline development.
This training session is SOLD OUT! If you would like to join the waitlist for an open spot, please email Kristen Wagner at [email protected].
Meet the Trainer
New England Market Research
Jack Northrup of New England Market Research, Inc. has worked with companies performing qualitative and quantitative research on issues related to market access. Since, 1997 he has worked with over 250 companies conducting primary and secondary research. The main focus is quantitative analysis around issues of marketing, branding and consumer perception and financial management. Additionally, he conducts customer surveys and focus groups for clients on issues of demographics, pricing and attitudes/behaviors.
Jack developed and taught online small business training for the US Dept. of Treasury CDFI Fund and has taught business development at the University of Vermont and Southern New Hampshire University, in class and online. He has developed and taught dozens of webinars and client trainings. He has a BS and MSc from New Hampshire College and an MBA from Dartmouth College.