Policies and Procedures

When offering a small dollar consumer loan product, it is essential to have a consistent foundation of lending policies and procedures. In this course, you will use real examples, interactive exercises, and presentations to explore how develop policies and procedures that manage your organization’s risk preferences, ensure compliance, and are responsive to your lending goals.

This course includes eight video modules and one quiz module. Some video modules include flashcard reviews for practice. The final module is a 10-question course quiz. You must receive a score of 100% to pass the module. You may retake the final quiz as many times as needed. 

Enrollment entitlement required to take this Course.
Course progress
Course Modules

Module 1: Introduction

Lessons
Module Activities
Policies and Procedures On Demand Video Lesson (10 min)

Module 2: Understanding Policies and Procedures

Lessons
Module Activities
Understanding Policies and Procedures Video Lesson (10 min)
Understanding Policies and Procedures Flashcards (10 min)

Module 3: Regulations

Lessons
Module Activities
Regulations Video Lesson (10 min)
Regulations Flashcards (10 min)

Module 4: Product Design

Lessons
Module Activities
Product Design Video Lesson (10 min)
Product Design Flashcards (10 min)

Module 5: Applications & Underwriting

Lessons
Module Activities
Applications and Underwriting Video Lesson (10 min)
Application and Underwriting Flashcards (10 min)

Module 6: Loan Servicing

Lessons
Module Activities
Loan Servicing Video Lesson (10 min)
Loan Servicing Flashcards (10 min)

Module 7: Portfolio Management Policies

Lessons
Module Activities
Portfolio Management Policies Video Lesson (10 min)
Portfolio Management Policies Flashcards (10 min)

Module 8: Course Recap

Lessons
Module Activities
Policies and Procedures Wrap-Up Video Lesson (10 min)

Module 9: Final quiz

Lessons
Module Activities
Course Evaluation (10 min)