Browse By Topic - Borrow Supports
General
Multiple Approaches to Serving Client Needs Teleconference (2013) -- Available formats: mp3
Program representatives from PA and KY presented on their successes in providing wrap-around resources to clients and applicants to AFPs and other loan programs. Examples included highlighted the benefits of multiple funding streams to minimize hardship to those coming to us for assistance.Small Investments, Big Returns (2013) -- Available formats: pdf word
This document demonstrates the collaborations that are possible between state VR agencies and Alternative Financing Programs. The programs from Pennsylvania, Kansas, and Arkansas are highlighted.Best Practices - Lessons learned (2011) -- Available formats: ppt
Carol Fury's Best Practices presentationExploring Entrepreneurship - Part II (2011) -- Available formats: word
Designed as a follow-up to the April 27th webinar on entrepreneurship, Kathy Gilman continues leading a discussion around the steps to succeed in building your own business. The logistics and how to do advanced business planning are explored.Success Stories
Small Investments, Big Returns (2013) -- Available formats: pdf word
This document demonstrates the collaborations that are possible between state VR agencies and Alternative Financing Programs. The programs from Pennsylvania, Kansas, and Arkansas are highlighted.Teleconferences
Multiple Approaches to Serving Client Needs Teleconference (2013) -- Available formats: mp3
Program representatives from PA and KY presented on their successes in providing wrap-around resources to clients and applicants to AFPs and other loan programs. Examples included highlighted the benefits of multiple funding streams to minimize hardship to those coming to us for assistance.New AFP Program Directors Conference Call Series: The Application Review Process - June 22, 2011 (2011) -- Available formats: mp3
Continuing the series for new AFP directors, this conference call focuses on the Application Review Process. The discussion centers on tracing an application through a program's process, and the positives and "red flag" issues for which program personnel should watch.New AFP Program Directors/Lending Basics Conference Call Series: -Second call - Wednesday, May 25th at 1:00pm Eastern (2011) -- Available formats: mp3
Continuing the series for new AFP directors, this conference call focused on customer service. The scope of "customer" was explored, as well the manner in which to provide excellent customer service. The recording of this call may be reviewed, and is available here in an MP3 format.New Telework Program Directors Conference Call Series:- Fourth Call - Tuesday, May 24th at 1:00pm Eastern (2011) -- Available formats: mp3 word
Wrapping up the series of conference calls for directors new to Telework Programs, the fourth scheduled call focused on the findings of the Top Performers workgroup of the Telework Initiative in 2010. The identified Keys to Success were reviewed in greater detail. The publication is listed in Word format, and the recording of this discussion is available for review in an MP3 format.Telework Top Performers on Training and Supports - January 22, 2010 (2010) -- Available formats: rtf mp3
This call focuses on ways in which Telework programs have developed loan-ready borrowers by providing a range of support services including: business plan development, mentoring services, financial education, benefits planning and other supports. The group discussed different approaches to providing such help, including useful collaborative opportunities.Marketing Borrower Support and Measuring Success - April 14, 2008 (2008) -- Available formats: rtf mp3
This teleconference highlights how loan programs can market their services to their borrowers and potential applicants. Patti Lind facilitates group discussion to look at how to determine the impact of these services on your program.Marketing Borrower Support and Measuring Success - April 14, 2008 - Power point (2008) -- Available formats: ppt
This presentation looks at how to market the borrower supprt services thatyour program provides and how to estblish metrics that can evaluate your success. It describes both direct and indirect marketing and also long term outcomes, such as the impact on the portfolio and demographics of borrowers, of successful service provision.Setting Up Borrower Support Services Internally - March 17, 2008 (2008) -- Available formats: rtf mp3
Patti Lind facilitates the discussion around how a loan program can use in-house expertise to set up services for borrowers. Discussion includes looking for funding sources and staffing the services.Setting Up Borrower Support Services Internally - March 17, 2008 - Power point (2008) -- Available formats: ppt
This presentation looks at how a loan program can provide services to borrowers internally. It examines the expertise in house and how a loan program can gauge current as well as future needs. It also discussed the importance of staffing up to provide services and funding sources for the se services.Setting Up Borrower Support Services with Partners - February 25, 2008 (2008) -- Available formats: rtf mp3
Patti Lind facilitates the discussion around finding partners that offer support services and offers ways to partner with them. Participants describe some of the support services in their states and how borrowers could benefit from them.Setting Up Borrower Support Services with Partners - February 25, 2008 - Power point (2008) -- Available formats: ppt
This presentation explores the services of external partners that can be provided to borrowers. Determining the services needed and potential partners are discussed.What are Borrower Supports and Why are They Important - January 28, 2008 - Power point (2008) -- Available formats: ppt
This presentation describes the challenge of offering supports and the benefits of having more bankable borrowers because of supports. It provides some examples of supports that can be offered to the applicants and borrowers and the impact that good service can have on the loanprogram; it also discusses enlisting Board support for the new services.What are Borrower Supports and Why are They Important? - January 28, 2008 (2008) -- Available formats: rtf mp3
Loan programs often offer borrower supports, such as financial literacy training, credit counseling, and pre-loan qualifying to their customers. In this first call in the series, participants discuss the various supports that loan programs could offer and the benefits of these services to both the customers and the loan programs. Patti Lind from the Abilities Fund facilitates the discussion.
