Improve Process to Maximize Impact

Wondering how to make your small business loan origination process smoother, more efficient, and scalable?

JumpStart process diagram

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JumpStart

JumpStart is a consultative assessment designed to uncover ways to help you:

  • Improve loan operation productivity
  • Reduce loan origination time
  • Fund more underserved businesses
  • Create a scalable operation

Together, we will:

  • Outline and assess current state
  • Define desired future state
  • Create roadmap with specific steps to reach future vision

What you get:

  • Subject matter expert interviews
  • Business flow diagrams – current and future state
  • Future state roadmap
  • Loan production platform business case

Next steps:

  • Discovery call with CRF
    Arrange 1-2 day on-site consultation
    Receive roadmap for process optimization
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