Services

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

Performance Management

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.

Sales and Service Training

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.

Real Estate Lending

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
techniques
Policies, procedures, and underwriting guidelines. Use our 40+ years of real estate
lending experience to support your program with a strong foundation

Credit Report and Lending Training

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.

Consumer Loan Underwriting and Loan Audits

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!

"1st Cooperative reached out to PPC to gather understanding of how we could partner with them to bring the credit union quality, hands-on, credit report and lending training. After a quick virtual meeting, management was presented with valuable information including a reminder about the Carolinas Credit Union Foundation offering a grant, through the Hamilton Fund, for small credit unions to receive a discounted on-site visit. So, in less than an hour, PPC had saved the credit money and provided valuable information. During our initial on-site, Valerie Lentz, reviewed a sample of loan files approved and denied gaining insight into what underwriting has looked like for our credit union. Before she left, she took a picture of our wish list of loan programs so she could think about how PPC could help! This immediately showed us that this was going to be a good partnership and not another transactional based relationship. We aren't finished with PPC but the future looks brighter with their partnership! "

"Chris and Valerie did a great job providing a custom training program tailored to our credit union and the specific needs of our staff. They set up the training session in way that engaged the staff from beginning to end."

"Working with PPC's customized underwriting solutions has been incredibly beneficial for our members and the growth of our lending team. With the ability to render underwriting recommendations along with identifiable cross-sell opportunities within 20 minutes on average, PPC's approach has led to an incredible increase in our lending volume. We also appreciate that they take the time to track those cross-sells and review them with us on a monthly check-in call. Working with the PPC team has been a wonderful learning experience for all of us. We value their knowledge and appreciate the way their contribution to our lending operations has made a real difference. Thank you, PPC!"

"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."

“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.”