Skip to main content

Looking for Valuant? You are in the right place!

Valuant is now Abrigo, giving you a single source to Manage Risk and Drive Growth

Make yourself at home – we hope you enjoy your new web experience.

Looking for DiCOM? You are in the right place!

DiCOM Software is now part of Abrigo, giving you a single source to Manage Risk and Drive Growth. Make yourself at home – we hope you enjoy your new web experience.

Looking for TPG Software? You are in the right place!

TPG Software is now part of Abrigo. You can continue to count on the world-class Investment Accounting software and services you’ve come to expect, plus all that Abrigo has to offer.

Make yourself at home – we hope you enjoy being part of our community.

Lending & Credit Risk C&I Loans Loan Origination System Member Business Lending

Growing Your Small Business Pipeline

How to grow your SMB lending portfolio profitably

Join Steven Martin from Sageworks and small business expert Nick Miller, President of Clarity Advantage, as they share strategies to accelerate small business lending.

During the webinar, Nick will discuss critical marketing and sales activities for building your pipeline and book of business focusing primarily on privately held companies needing all-in credit exposures above $250,000.

Steven will highlight how key technologies such as customer data, email automation software and loan origination automation platforms can complement your marketing plans to accelerate your pipeline.

Join to learn:

  • Three foundations of effective growth strategies
  • Four techniques for increasing awareness of your lending intentions and commitment
  • Two perspectives: What about ‘market place lending’ and fintech?
  • Best practices for starting conversations and developing relationships in your small business community
  • Technologies that can accelerate your pipeline building process

 

Access Recording