ISN T IT TIME YOUR FI WENT ON OFFENSE?
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- Rosemary Fitzgerald
- 5 years ago
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2 ISN T IT TIME YOUR FI WENT ON OFFENSE? + The Commercial Lending Solutions team from ProfitStars makes it easier than ever to master the X s and O s of a diversified commercial lending portfolio. Our one-of-a-kind roster offers solutions your financial institution can pick and choose from to form a powerful starting lineup with a deep playbook that will set you apart from your competition. When it comes to driving maximum commercial loan growth, we are the only team that offers everything you need to step up your game and move forward successfully. Tired of playing defense against that FI from another neighborhood or city that always seems to have the better gameplan? Looking for a gamechanger? A difference-maker? Tap into our playbook and put together a winning streak that will soon have your institution celebrating in style.
3 IN YOUR PLAYBOOK: PLAY GREAT OFFENSE AND GROW YOUR LOAN PORTFOLIO AVOID THE FLAGS AND STAY AHEAD OF RISK DEVELOP DEPTH AND STAND OUT FROM THE COMPETITION MAXIMIZE TECHNOLOGY AND STAY AHEAD OF ONLINE LENDERS GO DEEP AND HELP SUPPORT SMALL BUSINESSES IN YOUR COMMUNITY BREAK FREE AND ENTER HIGH-GROWTH SEGMENTS BUILD YOUR FANBASE AND KEEP THEM COMING BACK
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5 GENERATE & GROW NEW BUSINESS PLAY GREAT OFFENSE AND GROW YOUR LOAN PORTFOLIO
6 How do I generate new business and grow my portfolio? Nice Move, Nifty Completion 1 With your new playbook and an enhanced roster that includes ProfitStars Commercial Lending Center, accepting business loans online is easy. Through an online portal that s branded to your financial institution (FI), businesses can request a loan anytime, anywhere, on any device. You gain a streamlined process and the ability to respond faster to a borrower s loan request. Your business customers and prospects get the right loan they need to grow now. See that? Your receiver s wide open! Omaha! Omaha! (Call an Audible) 90% Did you know that 90% of FIs don t have an Apply Now button on their website? The Commercial Lending Center fixes that and makes applying for a loan easy. Which in turn, makes bringing new business to your financial institution easy. #win Another Play with a Solid Gain 2 Accounts receivable (A/R) financing can jumpstart your diversification into a wide variety of high-opportunity niche markets. With BusinessManager on your roster, you ll enjoy recurring revenue and increased earning potential. You ll also benefit from having an experienced GM on assignment with your team sharing the sales and marketing expertise you need to grow your portfolio and develop more business. Game on. A New Wrinkle 3 Ready to get off the sidelines and play a central role in the growing healthcare market? With Healthcare Lending Solutions, your team gains recurring revenue and increased earning potential while enhancing cash flow and profitability for community-based healthcare providers. The program not only produces significantly higher yields than traditional lines of credit, it also attracts new commercial healthcare clients typically associated with highnet-worth cross-selling opportunities. Keep the chains moving. Learn more about keys to the game at:
7 AVOID THE FLAGS AND TRACK, MANAGE, & AVOID RISK STAY AHEAD OF RISK
8 Am I utilizing the latest technology to track my portfolio, stay ahead of regulators, and manage risk? A Versatile Roster Addition 1 Looking to implement the latest and greatest technologies to help manage risk? The convenient CADENCE portfolio management system from ProfitStars lets you manage all your secured lines of credit, inventory lending, and more in a single software system. With thorough data monitoring and reporting, and comprehensive loan pricing structures, you can employ a wide range of risk management strategies. Control the action through superior preparation. Feed the Pipeline 2 Not only does the Commercial Lending Center provide an innovative way for you to make lending more convenient for today s small to mid-sized businesses, it also helps you easily track your developing pipeline, better manage growing portfolios, and effectively compete with the competition. Your playmaker comes through in the clutch again. Breaking Free 3 When you give BusinessManager the opportunity to diversify your portfolio and make plays for you, you get strong backroom support and a veteran presence in the locker room. Your team also benefits from consistent scouting on business trends and game-readiness for any compliance review. Give that player the football good things will happen. A Flag Is Thrown, But Not on You When the OCC issued new guidance for asset-based lending (ABL) practices, we were ready. In fact, the guidelines aligned well with the risk management measures already in place throughout the storied history of BusinessManager and CADENCE. Key highlights: ABL activities should be supported by strong management information systems that can accurately compile and track information. Check. For lenders, ABL can be a profitable, well-secured, and low-risk line of business if strong controls are established. Check. Automated systems from third-party vendors should link the borrower s financials with the FI. Check. Learn more ways to perfect your technique at:
9 DEVELOP DEPTH AND STAND OUT DIFFERENTIATE YOUR FI FROM THE COMPETITION
10 How do I differentiate my financial institution from our competitors? When Your Opponent Fumbles the Ball 1 The Commercial Lending Center helps differentiate your FI by attracting businesses in your community seeking any type of loan. While the other fixtures in your league say no, businesses will discover your institution is the one that says yes because of your multiple options. Not only will you be ahead of the 90% of your peer FIs that don t have an online Apply Now button for commercial loans, you ll also gain expert marketing support that helps you promote your penchant for difference-making to businesses. Be opportunistic and grow. The Talented Dual Threat 2 If you ve wanted to compete in the healthcare market but have run into difficulty calculating the borrowing base, you are not alone. With the timely aid of Healthcare Lending Solutions, you can break free from the pile and pick up huge yardage. Both the insurance and patient payment sides of the healthcare market are booming, and ProfitStars offers you the chance to reach both with a built-for-success combination of software and consulting. Go for 2. The time is right. Because Playmakers Simply Make Plays 3 Like a gifted running back that can slip through a hole no other running back in the league can find, BusinessManager offers you specialty expertise in A/R lending to help you enter previously untapped niches. In addition to healthcare, you can take advantage of today s openings and opportunities in industries like manufacturing, wholesale, transportation, professional services, energy, and more. He could go all the way! Three Big Stats that Don t Lie FIs that use BusinessManager report a return on equity (ROE) that is 13% higher than their peer institutions. The top 20 most successful BusinessManager banks average a 12.8% higher ROE. The top 10 average 13.5% higher! Learn how to close deals and advance to the playoffs at:
11 MAXIMIZE TECHNOLOGY AND STAY AHEAD OF ONLINE LENDERS OVERCOME THE COMPETITION
12 How do I stay ahead of online lenders? Field the Best Offense Anywhere 1 Picture it: Business owners who visit your website want to work with you rather than (often unproven) new online lenders. When you add the Commercial Lending Center to your roster, ProfitStars hosts the online process, which is accessible from your existing website. Business customers and prospects can apply online, 24/7. In addition to giving your website the ability to prominently feature an Apply Now or Get Started button, the Commercial Lending Center helps you maximize technology and stay ahead of today s online lenders through: Sorting/Routing Engines A customizable sorting and filtering engine built to route each loan request to the appropriate product and lender. Pipeline Portal Convenient web portal to help your lenders and executives manage the inflow of commercial lending prospects. Workflow Management Tools FI-configured workflow tools to help your lenders manage the sales and onboarding processes. Collaboration Document sharing, notifications, alerts, reminders, and other tools to help all sides fully participate in process. Marketing Marketing guidance, customizable marketing materials, and search engine optimization to assist your FI in driving business to your commercial lending website and physical locations. Go No Huddle and Play Uptempo 60% Get this: Previously, 60% of loan applicants didn t apply with their financial institution because they perceived it would take too long. 100% Now with the Commercial Lending Center, you can ensure that 100% of applicants will get an immediate response 100% of the time. 100% is a nice completion percentage, right? Learn how you can get in the online lending game at:
13 GO DEEP AND HELP SUPPORT SMALL BUSINESSES IN YOUR COMMUNITY SUPPORT YOUR COMMUNITY
14 How can I help support businesses in my community? Compete to the Final Whistle 1 When cash-strapped and start-up businesses in the communities you serve need help, can they turn to you? BusinessManager is a proven player that empowers you to support small to medium-sized businesses with reliable cash flow even when the risk seems high and it might be late in the game. You gain a consultative approach to balancing economic pressures with the lending needs in your area or region(s). Somebody s got to come through before the clock reads 00:00. Why not you? The Reliable, Proven Backup 2 Just as there are innovative ways to rack up the yards between end zones, there s always another play you can call when the more conservative one gets stopped for no gain. LendingNetwork from team ProfitStars helps protect your lending relationships and offers businesses the financing they need even when you need to call a different route than the traditional loan. Credit-challenged businesses often face financial challenges due to factors they can t always control. Harnessing the creative funding strategies of the LendingNetwork helps you provide a soft landing and positions them for an eventual return to in-house financing at your institution. Yes snatching victory from the jaws of defeat. When Depth Matters: Alternative Financing from a Name You Trust 100 of the most dedicated, responsive alternative lenders in the industry take part in ProfitStars LendingNetwork assuming the risk helping you safely and soundly: Assist businesses in getting financing without losing the customer s deposit relationship. Serve companies that do not currently meet credit requirements or need a special product your FI does not offer. Remove problem loans from the balance sheet. Receive referral fee revenue. Recruit backup players you can count on by checking out:
15 BREAK FREE AND ENTER HIGH-GROWTH SEGMENTS ENTER NICHE MARKETS
16 How can I break into the high-growth segments of commercial lending? Excel on Special Teams 1 Now perhaps more than ever, there is a golden opportunity to make your mark in high-growth industries that have a strong need for short-term working capital. With BusinessManager insiders supporting your FI, you ll know all the X s and O s of why the staffing industry has significant cash flow challenges, and why trucking fleets need your help to succeed and excel. Plus, how recurring fee income awaits the FI that can effectively tap into these and other segments. Down, set challenge met. Go Deep with Healthcare 2 As the population of adults over the age of 65 continues to increase, so does the rise in healthcare needs. And while the healthcare industry continues to grow, so does the cost assigned as patient responsibility. By joining forces with ProfitStars, you can position your FI to capitalize on this rapidly growing industry. Our team will help you know how to advance, service, and collect patient pay collateral for your healthcare providers. You ll quickly be game-ready to serve these high-value businesses while also managing the complexities of HIPAA compliance. Touchdown. Niche Markets by the Numbers Healthcare expenditures now approach $3 trillion annually, growing at a rate of nearly 7% per year and 12% ($348 billion) represents patient-payable (patient pay) balances. The trucking industry produced over $650 billion in freight revenues last year, accounting for approximately 5% of the GDP and over 70% of goods shipped. Accounts receivable tends to make up 20-35% of total assets for manufacturing businesses, and businesses tend to carry these receivables for 45 to 60 days. Staffing has grown into a $223 billion dollar industry in the U.S. The general business industry is bouncing back and looking to partner and grow with their financial institution. Expand your team on draft day at:
17 BUILD YOUR FANBASE AND KEEP THEM COMING BACK ATTRACT & KEEP VALUED CLIENTS
18 How can I attract more commercial clients and keep them longer? Turn the Latest Recruit Loose 1 What if you could easily move customers to more appropriate lending products as their needs change without them needing to leave the system? With CADENCE, ProfitStars newest roster addition, suited up for your team, you will experience a powerful portfolio management system that gives you tremendous control and flexibility while supporting more than 12 asset classes. There is even a generic class that enables you to build controls for any collateral. Our elite team of CADENCE coaches also provide unmatched personalized guidance, expertise, and world-class support. It isn t just the new uniforms; it s the game-changers inside of them. Score! The Right CADENCE for Your Most Popular Plays The CADENCE portfolio management system has you covered with collateral types that can be blended in any combination to support a loan balance, including: A/R Detail A/R Aging Bulk A/R Multi-Class Inventory Summary Inventory Bulk Healthcare Receivables Equipment Real Estate Securities Loan-Backed Detail Purchase Orders Generic The extensive reporting capabilities built into CADENCE also provide you with more than 160 standard reports that can be customized to your needs. 160 REPORTS Go Forward and Win, Then Win Some More 2 When business loan prospects can request financing directly from your website using a simple online application, simply put: you re set up for success. The Commercial Lending Center routes requests to the appropriate lender and streamlines the process for approvals. Business owners get a rapid response and the opportunity to obtain the working capital they need to grow faster and easier than ever before. Your fan base grows, and deservedly so. If an online request comes in that doesn t meet the financing requirements for a conventional loan, you don t have to say, no. The Commercial Lending Center has a group of well-vetted alternative lenders (through our LendingNetwork) on standby for any deals that need to find a home outside your institution. Everyone wins (except your competition). Be sure your fantasy team is stacked by diving into:
19 OUR ENHANCED LINEUP COMMERCIAL LENDING SOLUTIONS from ASSISTS YOU WITH: The Online Application Process via the Commercial Lending Center Commercial Loan Life Cycle Management with CADENCE Secured Lines of Credit Healthcare Lending Turnkey Business Development with BusinessManager Invoice Purchasing Through CADENCE Managing Your Own Commercial Loan Products, such as: Lines of Credit (LOC) Equipment Loans Term Loans CRE Loans Inventory Loans Commercial Borrowing Base
20 2015 Jack Henry & Associates, Inc.
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