PrecisionLender University

  • Are Lost Opportunities Really Losses?26:01

    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.

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  • What Are Other Banks Doing?33:20

    What Are Other Banks Doing?

    <p>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.</p>

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  • We Asked, You Answered: Client Survey Results 30:23

    We Asked, You Answered: Client Survey Results

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

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  • Using Andi: Tracking Results and Coaching32:47

    Using Andi: Tracking Results and Coaching

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  • Building Better Relationships31:34

    Building Better Relationships

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

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  • 2017 Highlights & 2018 Roadmap15:12

    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.

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  • 2017 Tax Cuts and Jobs Act: Impact on PrecisionLender Assumptions27:11

    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.

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  • 2017 Cost Study & Assumption Updates28:49

    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.

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  • Aligning Pricing Tactics with Bank Strategy33:47

    Aligning Pricing Tactics with Bank Strategy

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  • Hedging and Interest Rate Swaps30:58

    Hedging and Interest Rate Swaps

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  • Microsoft Dynamics Integration Walkthrough23:13

    Microsoft Dynamics Integration Walkthrough

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  • Using Scenarios to Win More Deals30:12

    Using Scenarios to Win More Deals

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  • 2014 Highlights & 2015 Roadmap29:01

    2014 Highlights & 2015 Roadmap

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  • Indicative Swaps Pricing Tutorial30:33

    Indicative Swaps Pricing Tutorial

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  • Salesforce Integration Walkthrough19:16

    Salesforce Integration Walkthrough

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  • 2015 Highlights & 2016 Roadmap29:41

    2015 Highlights & 2016 Roadmap

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  • Developing Great Lenders38:07

    Developing Great Lenders

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  • How the Most Successful Bankers Communicate with Borrowers26:38

    How the Most Successful Bankers Communicate with Borrowers

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  • Dashboards and Reporting35:18

    Dashboards and Reporting

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  • Commercial Loan Pricing Strategies35:02

    Commercial Loan Pricing Strategies

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