Denying with Dignity

If you accept loan applications, the chances are high you have had to deny applicants due to their credit score, debt to income ratio, or lack of credit history. Join us for a webinar to learn how to turn that “no” into a “not yet” through your financial institution’s partnership with GreenPath.

Learn why individuals denied a loan are prime candidates to refer to GreenPath and what we can do to help them explore the options they have available to them now. We will also share how we can help the individual develop a plan to resolve the issue that led to the denial so they can come back to you and be approved in the future.

When a loan falls through, individuals may feel fear and frustration, becoming vulnerable to choices that may not benefit them—or your financial institution—in the long run. Through our partnership, we offer the people you serve a clear next step to take to get trusted guidance on the options they do have with their financial well-being front of mind. Leave this session equipped to make these connections easily!

What You Will Learn:

• How connecting a denied applicant to GreenPath can turn a “no” into a future “yes”
• The power of incorporating GreenPath referrals into your loan denial processes
• How to use empathy and assumptive language to encourage denied applicants to reach out

Who Should Attend?

• Lending team members
• Frontline and contact center staff
• Anyone interested in maximizing your partnership with GreenPath

This workshop is presented by GreenPath, a trusted national non-profit and a longtime partner of EastRise that has been helping build financial health and resiliency for over 60 years.