Boost Approvals. Retain Customers. Maximize Revenue.
Transform loan denials into lasting relationships and increased revenue.
Coati Consulting helps your declined applicants become qualified borrowers returning with a smile; loyal, and ready.
Every loan denial represents lost revenue and a potential hit to customer loyalty. Coati Consulting partners with community focused banks that value long-term customer relationships over short-term transactions.
Coati Consulting's Loan Recovery Operations Audit
Coati Consulting's Loan Recovery Operations Audit is tailored for business loan applicants who have been denied due to operational and financial issues within their businesses, such as poor cash flow, insufficient collateral, inadequate income or profitability, excessive debt, incomplete or incorrect documentation, or lack of a robust business plan.
When a business loan application is declined, your loan officer simply informs the customer about the option to participate in the Loan Recovery Operations Audit program. With the customer's consent, a quick referral is made directly to Coati Consulting. Coati consulting business cards will be made available for distribution to the customer as well.
Easy Referral
REFER:
Once referred, Coati Consulting takes full responsibility. We contact the applicant promptly, handle all communication, conduct the operational audit, and implement a customized action plan to resolve specific denial issues.
Seamless Client Management
RESOLVE:
When operational and financial improvements are complete, the customer returns prepared and ready to reapply successfully at your bank, strengthening loyalty and boosting your revenue.
Reapplication & Approval
REAPPLY:
Operational Simplicity & Compliance:
Coati Consulting follows industry-standard data protection, privacy regulations, and confidentiality agreements.
Minimal training required for your team, supported by clear, documented procedures.
Simple, compliant referral process integrated seamlessly into your existing loan denial workflow.
Remain your Customers Hero and Primary Financial Partner.
Our Loan Recovery Audit complements your existing relationships, enhancing customer loyalty and ensuring that your bank remains their primary financial partner. Together, we strengthen client connections, turning loan denials into lasting relationships and revenue growth.
Learn More About Your Future Partnership
Reach out to Kendi to see if this partnership would be the right fit for your bank and clients.