Matt and I recently had the pleasure of attending a small credit union conference in Zoar, Ohio, called Making History 2012. It was hosted by CDFI grant writing specialists, CU Strategic Planning led by Jamie Chase and Chuck Cockburn.
One of the reasons we were especially excited to attend was to meet in person one of our favorite clients, Carole Wight, President of Holy Rosary Credit Union in Kansas City, Missouri. Carole was a delight, and the work that she does at her credit union is impressive. Carole also uses KickStart, our online loan generator, and she loves the product. So much so that she wrote the following email to the Director of the Office of Small Credit Unions in Missouri:
I had to write you about EverythingCU.com. I use this site constantly. You can download sample documents, get advice, purchase an online switch kit, watch inexpensive marketing webinars and have an online loan application system.
I soon will use all of their products. My outreach efforts are stronger as a small credit union because of this site. Go to my homepage and look at my online loan application. The beauty is that it is designed so that there is no non-public personal information exchanged with social and account number. It is just simple, but it works. I paid under $500 for the year for this site. My loan volume has increased as a result.
Small credit unions need a tool like this. In my humble opinion, if they don’t see the value, we need to help them see the value. I would be happy to answer any questions you might have or meet with you. This is probably my number 1 tool for marketing information.
Thanks, Kevin. Please feel free to have any interested credit union contact me also.
Carole Wight, President
Holy Rosary Credit Union
Kansas City, MO 64106
We are quite honored to call Carole a friend, as well as a client.
Tags: business, Carole Wight, CDFI, conference, credit unions, event, holy rosary credit union, Holy Rosary CU, Kansas City, kansas city missouri, lending, loan application system, loans, MO, OH, online, online application, services, small, Zoar, zoar ohio