CREDIT UNION SURVEY

Thank you for your support of the AutoLine Share of Wallet Calculator. To assimilate the dealer survey process with the desired credit union loan targets, please complete the survey below.

First name

Last name

Email

Phone

Company name

Position

Survey questions are listed below. (1 star = less & 5 stars = greater).

Would you like to offer Pay-It-Forward loan for direct loans?

yes

no

What percent of member applications contain unsecured debt?

less than 50%

about 50%

more than 50%

In an average month, how many direct loans are closed?

How would you like to change your direct loan volume?

increase

stay the same

decrease

Please provide desired monthly target

Would you like to offer PIF loan program for indirect loans?

yes

no

In an average month, how many indirect loans are closed?

How would you like to change your indirect loan volume?

increase

stay the same

decrease

Please provide desired monthly target

Dealer relationship liaison is. . .

in-house

outsourced

none

Will the credit union actively follow-up with indirect members who receive the Share of Wallet Survey from the dealer?

yes

no

maybe

The above survey questions will provide guidance for our Dealer survey process and to report results that fit into the credit union auto loan plans.

Respectfully,

Clint Papesch

547 E. Washington Street | Chagrin Falls, Ohio 44022 | Ph: 888.634.4704 | Fax: 440.247.8106