Indirect Auto Lending, From the Boardroom to the Desk
Books, training materials, and supporting documents for credit unions building or refining an indirect auto lending program, written for the leaders who set the strategy and the loan officers who make the calls.
Indirect auto lending is a common program, but a poorly understood one at both ends of the org chart. Boards approve strategy without always seeing how it plays out at the dealership, and loan officers make fast decisions without always seeing the strategic guardrails behind them. This page brings together resources for both audiences.
This library will grow over time as new books, training materials, and supporting documents are added, so check back periodically.
Volume Isn't a Strategy
A Credit Union Leader's Guide to Indirect Auto Lending
Written for CEOs, boards, and senior management
A chapter-by-chapter guide to building an indirect auto lending program with discipline: market feasibility, board approval and policy, technology, compliance, staffing, dealer onboarding, and ongoing dealer performance monitoring. Releases on Amazon September 9.
The Deal in Front of You
A Practical Introduction to Indirect Auto Lending for Loan Officers
Written for loan officers and managers new to indirect lending
Coming Soon: a companion volume that moves from the boardroom to the desk, covering the dealership, deal structure, collateral, credit, capacity, fraud signals, dealer conversations, and how to make and document a defensible decision under time pressure.
Coming Soon: training materials and supporting documents for indirect auto lending programs, drawn from both books, will be added to this page as they're ready.
Note: These materials are educational resources for credit unions and community banks. They are not a substitute for your institution's own policies, procedures, or legal and regulatory advice specific to your situation.