PrecisionLender University

2018 Highlights and 2019 Roadmap Webinar

<p>Join us as we reflect on the most valuable highlights from 2018 and share what we have in store for 2019.</p> <p>Our roadmap is more exciting than ever, focused on building upon the pricing and pr

Are Lost Opportunities Really Losses?

[Watch 25:min] Every bank loses deals to the competition. The best banks learn from those losses and applies those insights to improve future tactics and strategy.

What Are Other Banks Doing?

[Watch: 30min] Hear from two former pricing managers who are now a part of the PrecisionLender team. We’ll ask them to share some tips and lessons learned from their experiences

We Asked, You Answered: Client Survey Results

Listen as Scott Morgan and Amanda Hester review and share the feedback you provided during our first client survey of 2018!

Using Andi: Tracking Results and Coaching

Building Better Relationships

In this 30-minute webinar, we discuss strategies that the best Relationship Managers utilize when faced with these difficult decisions.

2017 Highlights & 2018 Roadmap

Learn what the PrecisionLender team accomplished in 2017 and get a first look at where we're going and what you can expect in 2018.

2017 Tax Cuts and Jobs Act: Impact on PrecisionLender Assumptions

Learn how the recent Tax Cuts & Jobs Act effects your bank and your PrecisionLender assumptions.

2017 Cost Study & Assumption Updates

[Watch time: 30 mins] Get the new recommendations for origination and servicing costs and learn about a new feature we're super excited about - risk-weighted assets.

Aligning Pricing Tactics with Bank Strategy

Hedging and Interest Rate Swaps

Microsoft Dynamics Integration Walkthrough

Using Scenarios to Win More Deals

2014 Highlights & 2015 Roadmap

Indicative Swaps Pricing Tutorial

Salesforce Integration Walkthrough

2015 Highlights & 2016 Roadmap

Developing Great Lenders

How the Most Successful Bankers Communicate with Borrowers

Dashboards and Reporting