Branch Operations Basics (BOB)



Online Learning Modules for Traditional Installment Lenders

Does your company have a program in place to provide consistent training on the way your company works with customers, provides services, and collects loans? If not, look at AFSA’s Branch Operations Basics (BOB). BOB consists of five web-based video learning modules that focus on the common characteristics and business practices that most consumer finance companies share. Each module includes activities (optional) to mold the training around your office operational goals and procedures. Each module concludes with an achievement test to ensure your learner understands the content.

Five Modules

  1. Welcome to the Industry
  2. Customer Service
  3. Marketing and Sales
  4. Making a Good Loan
  5. Collections Skills

BOB Bonus: BOB is now available through AFSA University, giving your company access to the 260+ additional online compliance-training courses that focus on federal consumer finance laws and regulations.

AFSA members will never find such a broad range of excellent training courses, available by annual (renewable) subscription, at such an incredibly reasonable price (AFSA membership required!)

For more information on BOB and other AFSA University courses, contact Aaron Tompkins, Compliance Manager.

BOB Member Testimonials

  • "Our company has made great progress in our training initiatives by incorporating the AFSA training modules into our internal training program. " -Josh Johnson, President & CEO, Mariner Finance, LLC
  • We have made it mandatory for all new employees to go through the modules to provide a good foundation about what we do at Turner Acceptance, who our customers are and the benefits we bring to the industry. -Jonathon Levin, President & CEO, Turner Acceptance Corporation
  • All of our existing branch and division managers completed the program so they would understand what was being taught and be prepared to answer questions from new employees who are required to complete the modules during the first 90 days of employment. -Roger Lloyd, Executive Vice President, United Finance Co.