Auto Loan Member Journey Audit
A simple way to understand what’s slowing your auto loan growth — and how to fix it
Most credit unions want more funded auto loans, but few have time to dig into what’s helping and what’s holding them back. This audit gives you a clear, objective look at your auto loan member experience so you can make improvements that lead to more completed applications, faster decisions, and more funded loans — without adding more work to your plate.
What This Audit Does
Auto Loan Audit + Marketing Clarity Strategy Session
This audit is designed to help increase your loan to share ratio, streamline your loan workflows, and make it easier for members to apply, qualify, and complete their loans. This audit will provide a focused action plan to increase auto loan volume and member satisfaction.
To support implementation, you’ll also receive a 90-minute Marketing Clarity Strategy Session. This one-on-one session provides a clear roadmap for the next 30–90 days and includes a pre-session review of your materials, live feedback during the session, followed by a written action plan. Together, the audit and strategy session give your credit union clarity, direction, and confidence heading into 2026.
What You’ll Walk Away With
If your credit union qualifies, you’ll receive:
• A clearer understanding of what’s limiting auto loan growth
• A list of practical improvements you can implement quickly
• A strategy session to help you take your next steps with confidence
Designed for busy credit unions that want results, not more complexity.
