Build Lender Relationships Key Performance Indicators (KPIs)

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This tool contains leading practices an organization should consider when evaluating its banker and lender performance.

Sample practices include periodically obtaining feedback from financial service suppliers; sharing information on corporate performance with suppliers; maintaining regular contact with key banking partners; meeting periodically, at least once annually, with senior banking and lending personnel to discuss company operations and future financing needs; helping suppliers understand where the company is going; and providing customized quarterly or monthly financial information to key relationships.

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