Volume Isn't a Strategy
Companion worksheets, checklists, and templates for Volume Isn't a Strategy: A Credit Union Leader's Guide to Indirect Auto Lending. 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 checklist for working through the go, no-go decision framework in Chapter 1, before any operational work on an indirect program begins.
DownloadA ready-to-customize risk assessment introduced in Chapter 1 and revisited in Chapter 3, where it's tested against the credit union's underwriting standards as part of the CEO action items.
DownloadA self-assessment for evaluating whether a realistic opportunity exists in your specific market before committing to technology, staffing, or dealer visits.
DownloadA discussion guide for turning the strategic framework into board-approved underwriting standards and policy, built to structure the board approval conversation itself.
DownloadA guided exercise for setting the boundary conditions, credit tier and dealer type, deliberately and in advance, rather than backing into them after volume arrives.
DownloadA weighted scorecard for monitoring dealer performance across credit, operational, production, and member impact categories, with built-in hard triggers for immediate review. Its structural blueprint is also referenced in Appendix A.
DownloadA side-by-side reference table illustrating where board policy should set the outer boundary of risk appetite (LTV, credit floor, term, concentration limits, dealer eligibility, and more) and where management sets the operating detail within it.
DownloadCheck back regularly to see what's new as additional resources are added. In the meantime, visit the full site for everything else CU Risk Advisors offers.
Visit mycurisk.comNote: 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.