Inside, outside, or both? Choosing the right loan review staffing model​

Loan review teams can be structured in different ways: with an internal team, an outside firm, or a combination of both. The right approach depends on your institution’s needs, available expertise, review workload, and expectations for independence.

In this webinar, we’ll explore the strengths and tradeoffs of each model, pulling from the latest loan review industry data. We’ll also discuss how software and AI can affect review capacity and what institutions should consider when changing their approach.

You will learn how to:

• Compare insourced, outsourced, and hybrid loan review models
• Evaluate workload, expertise, independence, and cost when choosing an approach
• Consider how software and AI may affect review capacity and portfolio coverage
• Plan a gradual transition to an insourced or hybrid model as your needs change