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Looking for Valuant? You are in the right place!

Valuant is now Abrigo, giving you a single source to Manage Risk and Drive Growth

Make yourself at home – we hope you enjoy your new web experience.

Looking for DiCOM? You are in the right place!

DiCOM Software is now part of Abrigo, giving you a single source to Manage Risk and Drive Growth. Make yourself at home – we hope you enjoy your new web experience.

Looking for TPG Software? You are in the right place!

TPG Software is now part of Abrigo. You can continue to count on the world-class Investment Accounting software and services you’ve come to expect, plus all that Abrigo has to offer.

Make yourself at home – we hope you enjoy being part of our community.

Lending & Credit Risk Credit Analysis Training Credit Risk Management

Elements of a quality credit presentation

Want to improve the quality and efficiency of your credit presentations?

Many lenders still rely on outdated formats that bury key insights, making it harder to document sound loan decisions and secure timely approvals.

Download our guide to building a more effective credit presentation—one that clearly communicates the borrower’s needs, financial performance, and your loan recommendation.

You will learn:

  • What makes a loan presentation clear, relevant, and decision-ready

  • Key elements for banks and credit unions to include—and common pitfalls to avoid

  • How to strengthen your credit memos with better risk analysis and borrower insights

Equip your lending team to document loan decisions with clarity and consistency.