Volume Isn't a Strategy
Companion worksheets, checklists, and templates for Volume Isn't a Strategy: Indirect Auto Lending for Small Credit Unions. These resources are provided free to readers and referenced throughout the book's chapters.
This page collects the standalone tools built to support the book, not to sell it. Each resource below corresponds to a specific chapter and is meant to be downloaded, customized with your credit union's own information, and used directly in your program's development.
This library will grow as new modules and chapters are added, so check back for additional resources over time.
A structured worksheet for walking your board and management team through the strategic decisions and boundary conditions covered in the book, built to support the board approval process before policy is drafted.
DownloadA step-by-step checklist tracking the full build-out of an indirect lending program, from initial market feasibility through dealer onboarding and ongoing monitoring, organized to follow the book's chapter sequence.
DownloadA ready-to-customize risk assessment template covering the risks reasonably foreseeable in a new indirect lending program, the regulatory basis for each, and industry-standard controls, with a sample row for reference.
DownloadA weighted scorecard for monitoring dealer performance across credit, operational, production, and member impact categories, with built-in hard triggers that flag a dealer for immediate review regardless of composite score.
DownloadNote: These materials are provided as companion resources to Volume Isn't a Strategy and are intended for reference and internal use at your own credit union. They are not a substitute for legal or regulatory advice specific to your institution.