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Building your growth plan: Key metrics to consider - Part 3

Abrigo

However, by performing a global analysis on applicants or considering them for different products, the institution may be able to book more loans. They would not yet have tax returns for the business, and they would likely still be showing poor cash flows. For example, consider a small business owner in their first year of business.

Analysis 150
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What are opportunities for accountants to provide advisory services?

Abrigo

Accounting, audit and tax services are unlikely to be the growth engines of the accounting profession in the coming years. The weeks and months following the end of tax and audit seasons represent an excellent time for firm leaders to take stock of their accounting practices and the services clients may need.

Exercises 150
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Formula for Business Lending Success: Minimize Delays

Abrigo

This means having processes and people in place for bringing in borrowers, identifying the right loans to book, pricing them correctly, and closing loans quickly and efficiently enough to meet customer needs and institutional goals. Book more loans with a faster turnaround. learn more. Survey: Repetitive data entry common.

Lending 243
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Top 5 business valuation blog articles so far in 2017

Abrigo

Summer is a good time to catch up on novels and non-fiction books you have wanted to read for fun. It can also be a great time to read professional development material dispensed in manageable doses.

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Cultivate a better ag lending process: 7 best practices

Abrigo

After that, the data is used throughout the approval process, transferring to other integrated downstream processes as the credit analysis is conducted, the decision is rendered, and the loan is booked. Inconsistencies in the application of institutional lending policies are a recipe for risk management challenges.

Lending 195
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Fundamentals of construction lending

Abrigo

Policy exceptions A quick look at a financial institution’s policy exceptions can reveal whether the loans they have on the books generally comply with policy and how well the bank handles risk. Lending & Credit Risk. Credit Risk Management. Lending & Credit Risk. Lending & Credit Risk.

Lending 195
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Canadian Fintech Market Map

CB Insights

Companies in this subcategory (1) provide technology to accounting and tax, bookkeeping, and expense management players, or (2) leverage technology to provide these services directly to end-users. Companies here complement existing compliance, audit, and risk workflows, and/or leverage technology to automate workflows.

Fintech 93