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Pitch Deck Essentials for Lenders Course Overview
Pitch Deck Essentials for Lenders is a course designed to help bankers and other credit professionals pitch loan proposals to their clients and prospects. In this course, we start with the essentials of a high-quality pitch deck or presentation before covering tips and design principles to help you produce sharp and accurate client correspondence that will really WOW your clients and prospects.We’ve also included a pitch deck template for lenders, as well as some tricks and Macabacus resources to help turbo-charge your turnaround times so you can compete on speed and value (instead of price)!Pitch Deck Essentials for Lenders
Learning Objectives
Upon completing this course, you will be able to:
Aspiring or early-stage credit professionals, including business and commercial bankers, credit analysts, real estate lenders, equipment finance teams, loan & mortgage brokers, and other private (non-bank) lenders.
Pitch Deck Essentials for Lenders is a course designed to help bankers and other credit professionals pitch loan proposals to their clients and prospects. In this course, we start with the essentials of a high-quality pitch deck or presentation before covering tips and design principles to help you produce sharp and accurate client correspondence that will really WOW your clients and prospects.We’ve also included a pitch deck template for lenders, as well as some tricks and Macabacus resources to help turbo-charge your turnaround times so you can compete on speed and value (instead of price)!Pitch Deck Essentials for Lenders
Learning Objectives
Upon completing this course, you will be able to:
- Identify the key pitch deck components for a business or commercial borrowing prospect.
- Calculate payments and other important loan characteristics for an example borrower using Excel.
- Create charts and other visual aids to more clearly relay important information.
- Build better slides and presentation components in PowerPoint that will really WOW your clients and prospects.
- Leverage Macabacus technology to turbocharge your turnaround times and eliminate embarrassing (and costly) errors.
Aspiring or early-stage credit professionals, including business and commercial bankers, credit analysts, real estate lenders, equipment finance teams, loan & mortgage brokers, and other private (non-bank) lenders.
