Sales Management

Simply the Best

At PPC, we take a one on one approach to our services. That means our programs are custom built for you and your organization using a dynamic models-based approach to learning.

From incentive plans that move the needle to the best lending training in the industry, we have the right solution for you.  Our sales and service programs focus on education and advocacy with effective closing techniques that help your managers create that high-energy and winning culture that says “we are all in, all day, every day”.

See our comprehensive list of services below that are backed by more than 50 years of industry experience.  If you don’t see what you are looking for, simply call or email us and ask.  It’s always custom at PPC which means we build the right solution for you.

Why you need PPC as a Partner in your Business

  • Numbers tell a story. We give you the right metrics to effectively measure performance and drive results.
  • How to set goals, measure the team’s progress and communicate results that encourage your staff versus tearing them down.
  • Implement front-line incentive programs that move the needle and grow revenue.
  • Do your front-line managers play the role of coach and scorekeeper?  Let us show you how.
  • Custom built sales and service programs that have increased loan volume by more than 30% and doubled ancillary sales penetration rates.
  • How to use open-ended questions to be more conversational with your members.
  • Ask for the business using assumptive closing techniques by highlighting the features and benefits of your products and services.
  • Identify additional sales opportunities by calculating competitor interest rates and recapturing more loans.
  • How to set goals, measure the team’s progress and communicate results that encourage your staff versus tearing them down.
  • Custom Home Equity/HELOC programs. We help you build them from scratch
  • We show you how to supercharge your existing programs to increase production
  • On-site and virtual training to make your staff more knowledgeable and improve the
    member experience
  • Increase sales production with proven lead generation programs and effective closing
  • Policies, procedures, and underwriting guidelines. Use our 40+ years of real estate
    lending experience to support your program with a strong foundation
  • Our virtual and on-site training demonstrates actionable, easy to implement programs that will show immediate results with your lending staff.
  • Know the 5 components of a credit score and the key factors affecting the score’s trend.
  • Teach your staff to become credit score educators and show your members how to pay less.
  • Take a conversational loan application to build an approvable loan using the 4 C’s of Lending.
  • Learn the “not now, but here’s how” approach to denials so you deepen member relationships, rather than lose them.
  • Leverage PPC’s 50 years of lending expertise to make your loan shop one of the best in the industry. 
  • All of our underwriters come from manual underwriting backgrounds and are completely competent underwriting credit scores from 500 to 850.
  • PPC provides a centralized underwriting solution with an average turnaround time of 17 minutes using your loan policy. 
  • PPC will constantly reinforce the lending training provided to your staff through daily coaching.
  • Inspect and validate loans post-close so you identify issues before they become major problems.  Our loan audits come with a board ready monthly report that is examiner friendly.

PPC is an investment, not an expense.

Ask us about our 5 X multiplier! 

Hiring the right leaders who have the Vision to define the direction of the organization and the ability to surround themselves with difference makers who can execute a Strategy is how we cross the finish line first…and as a Team!

Ryan Poulin
Ryan PoulinCEO, New Dimensions Federal Credit Union
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"Chris and Valerie did an amazing job training our staff. Their training materials and style was concise and easy to understand. I highly recommend PPC to any credit union looking to grow its loan and deposit portfolios. We have already recouped the investment that we made."
Jim Norris
Jim NorrisCEO, SkyPoint Federal Credit Union
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“Our credit union has experienced record loan growth during our time working with PPC. The customized incentive program that Chris installed has motivated our staff to advocate for our members, find additional opportunities and has delivered results.” 
Paige Wingler
Paige WinglerVP of Lending, Premier FCU
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"PPC took time to understand our philosophy, goals and customized a program that would work for us. Our lenders have more confidence and stronger decision-making skills after working with Chris and Valerie. They are both knowledgeable, detail-oriented and responsive, we’ve been thankful for our partnership."