July 23, 2025
This One Strategy Took Lending From Good to Great

Rising vehicle prices, longer loan terms, and shrinking margins. As credit unions adapt, standing out requires more than competitive rates. It takes consistency, clarity, and a lending team built for speed and service.In this episode, host Barry Roach sits down with Adam Brice, Chief Lending Officer at EFCU Financial, to unpack how his team reimagined consumer lending from the ground up. From creating a centralized loan contact center to balancing common sense with emerging tech, Adam shares what it really takes to grow a high-performing, resilient lending strategy.Join us as we discuss:
- What happens when you move your best loan officers out of branches.
- How EFCU maintained low charge-offs while doubling down on auto.
- The ripple effects of extended terms and negative equity.
- How AI can strengthen, not replace, sound underwriting.
- Why NIL deals and financial literacy can drive deeper community impact.
WEBVTT
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Hello, and welcome to Leaders in Lending, brought to you
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by Upstart. I'm your host, Barry Roach, and I'm happy
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to be joined today by Adam Brice, the chief lending
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officer at EFCU Financial in Baton Rouge, Louisiana.
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Now.
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Adam's first visit to the podcast was in late twenty
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twenty two, and he talked about advances and enterwriting technologies
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and how that fits with a common sense approach to lending.
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In today's episode, Adam's sharing his views on today's auto
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lending environment and how credit unions can adapt to capture
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market share. Adam also talks about how credit unions play
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a big part in supporting their community and shares how
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EFCU Financial has teamed up with local universities to help
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students improve their financial literacy. Thank you for listening. Let's
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get started.
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I'm doing good, Barry.
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I'm happy to be on the podcast and I'm looking
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forward to going through some different questions with you.
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How are you today, I'm good. Thanks, thanks for joining us. So, Adam,
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you were on the pod in December of twenty twenty two.
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What's changed between now and then? Probably a lot of
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things on the lending side, I mean you would talk
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back then around some shifts and indirect auto lending, and
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if you think about at that time period, we were
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still kind of coming out of the pandemic and some
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of the supply chain issues that had been happening back then,
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and that was certainly impacting auto lending and credit unis
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and other financial services. What shifts have you seen really
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in in indirect auto lending since that time period, you know,
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going back two and a half years or so.
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There has been a couple of shifts. And you know,
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I'd made a prediction kind of during and after COVID
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that I thought the days of full car lots and
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you know, plenty of inventory and the lots, I thought
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those days are done because you saw the way that
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dealerships were handling business during the COVID times. You could
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do some dealerships only had five, six, seven, eight, nine,
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nine units in a lot and they were having record profits,
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record months. And when you have a bunch of inventory
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sitting on the lot, I mean, as you know, that's
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just interest running and that's just a lot of expenses
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there that's just sitting on the lot. You know, not
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nothing's really happening to those expenses. But now, you know,
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as we fast forward to twenty twenty five and I
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kind of look around our area, dealerships are full backup
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of inventory. There's plenty of inventory just about every dealership
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that I see. So that shift that I thought we
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were going to see of you know, units and inventory
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being a little bit less, you know, it's it's it's
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kind of not happened, and it's come back to seeing
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full lots, full inventory. And then you know, you're seeing
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some captives kind of move away from from indirect lending.
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You've seen some kind of re enter the market. And
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I think especially here in our area in Louisiana, insurance
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is always going to be a big factor because we
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are in a natural disaster prone area like Batono's Louisiana
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and Southern Louisiana in general, insurance is always going to be,
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you know, a big issue, and that it's been a
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big issue for some of our members, you know, being
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able to obtain insurance, whether it be auto or home,
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you know, just because of some of the natural disasters
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that we've seen in this area over the past eight
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to ten years.
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Right right, So, really, I guess to summarize a lot
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of the supply chain issues have seemed to have abated,
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where we're back to seeing some some lots that are
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full again. What else do you attribute that to, though,
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because I mean, let's face it, cars are lasting a
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lot longer now than they were maybe when you and
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I started driving, right, you know, the the average life
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of a of a car or a carburetor for example,
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didn't seem to last all that long, and nowadays are
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just manufactured in such a way that that they just
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last a little longer. I mean, are you seeing that
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on the used car side, that that's having an impact
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on sort of valuations for in your underrating processes, or
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changes in maybe some of the consumer behaviors around that.
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I think we're saying some change in the consumer behavior.
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I think people are holding on to their vehicles a
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little bit longer. You know, valuations have certainly increased, especially
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especially during COVID and moving on through the years now
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in twenty twenty five, but you kind of see, you
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kind of can look around and people are holding onto
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their vehicles a little longer, even you know, our portfolio
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in general, you know, we see people kind of holding on,
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holding on to vehicles just a little bit longer than
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they typically have, and it's you know, it's resulted in
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you know, people using their vehicles a little bit more.
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They're they're running them a little bit harder, and then
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when you get to the time where they do get
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the trade typically you know, they've put a little bit
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more miles on the vehicles that we've seen, and we've
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seen you know, negative equity climbing a little bit. And
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I think there's that's a that's kind of a two
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pronged answer there, because I think with some of the
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valuations that we've seen, you know, during COVID and kind
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of after COVID, UH, the valuations are extremely high, and
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I think you've seen some of that level out over
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the past couple of years now. So when people were
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puying you know, two and three years ago, and now
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they're coming to that you know, thirty six thirty eight
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months on frame where we're seeing the standard you know,
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member come in to trade a vehicle in. They're their
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their equities a little bit, a little bit more negative
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than they're maybe accustomed to because of the valuations at
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that time that we were seeing a few years back.
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Sure, yeah, I remember in twenty one and twenty two.
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I was working at credit unions of the time and
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we're looking at valuations that were coming in because used
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car values is shot through the roof and thinking, well,
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that's great, what's the residual value going to be if
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I have to collect on this thing in two or
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three years? And from talking to collections professionals across our industry,
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they're kind of seeing that happening right now, that, as
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you said, a lot of negative equity, and if someone
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does have some sort of financial misfortune that makes them
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not able to make those payments anymore, not a lot
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of value left after repoll. Have you experienced something similar
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to that down in your region?
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Yeah, we have, And I think that's something else to
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be talked about is the longer terms now here, especially
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in the Baton Rouge area, and eighty four more term
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is barely standard. That represents probably over half of our
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half of our monthly indirect business is in the eighty
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four month terms. So with the higher value, the higher terms,
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that neck of equity is kind of getting pushed a
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little bit further and further. And when people do come
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into trade, not only are they a little more upside
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down because the evaluation may be a little bit higher
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when they purchased in twenty one, twenty twenty two, but
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then maybe they signed on for an eighty four month term,
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So really you're into the forty eight to sixty month
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area of that term of the loan. You've not paid
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as much principle as you may have originally paid, you know,
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in prior loans, because let's be honest, seventy two month
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was kind of that standard, that standard loan term now
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and then now the eighty four month term is just
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so so much standard, especially for us and in our area.
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It certainly that's what drives a lot of volume in
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our market, and a lot of them I think can
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be you know, it can be attributed to a vehicle
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prices have gotten a lot more higher and a lot
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more expensive. People are still trying to keep up with
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the joneses, you know, and trying to They're shopping more
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payment conscious where versus maybe what's more practical for them,
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and so well, we can get a lower payment if
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we stretch out the term to say eighty four months,
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and that's what we're seeing a little bit of now,
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and I think people were ultimately starting to pay the
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price for it, you know, as they're come and do,
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whether they're training the vehicle in or if they're struggling
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making their payments. And what happens is the negative equity
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is so high that when a vehicle does get turned
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in for a repo, or it gets you know, there's
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a wreck or something in an accident, the DA gets totaled,
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the value is just not there. I can share my
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own personal story. My wife and I bought a vehicle
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in October of twenty twenty one, right when the vehicle
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value craze is really kind of getting getting a little wild.
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The clean trade on that vehicle was forty three thousand.
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In January the following year, which is about four months later,
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I pulled the value in her vehicle and the vehicle
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had jumped up in value to fifty one thousand dollars.
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I have never in my life, and I've been in
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lending now over fifteen years, I've never in my life
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seeing a car appreciate in value the way like that.
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That did.
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Much less cars genuinely appreciating period, but for it to
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appreciate almost you know, twenty five percent was just astronomical
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in my opinion. And that's just a one sample it's
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a one off deal of one vehicle. It was like
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that for thousands of thousands of vehicles and thousands of
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thousands of members who are feeling that effect. And now
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you know, a year and a half later after that,
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the value had significantly dropped. And I think that's what
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you're seeing now with the negative equity and the people
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trying to trade in with longer terms.
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Now sure, I mean, think of this this low rate
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environment atom that we enjoyed in the auto landing space,
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I should say we as lenders. It was tough for us,
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but as purchasers, as borrowers, it was great. There were
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two ninety nine auto loans pretty much available for you
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know what, like a six or seven year period like that, right,
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So that was you talk about when values were up
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at the end of twenty one into twenty two. That
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was kind of the end of that era if you
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think about it, because inflation started and then interest rates
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started to pop up. So those two ninety nine auto
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loan deals now are six ninety nine And can I
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afford Can I afford that fifty thousand dollars car in
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a seventy two month term? Probably not anymore. That's why
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it's it starts out to eighty four and then you
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have the add on products. Right, So there's some sort
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of a if there's gap or some sort of a
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other sort of mechanical breakdown assurance or something like that.
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So has that has that meant that EFCU has had
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to sort of change aspects of your underwriting policies or
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the way that you're looking at the asset or are
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you sort of weighing the asset versus the borer quality
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any differently now than you would have been, say, two
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three years ago.
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I'll be honest with you.
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We we weigh it kind of the same as we
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did two or three years ago. It's just kind of
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a natural progression that you know, collateral and inventory has
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taken and we've kind of just naturally kind of gone
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with it. One of the things that I preached our
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underwriting teams is consistency. You know, what we approved to
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day is what we will approve tomorrow and what we
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will approve next week. And in order for us to
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be and for us to stay consistent and to be
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so successful that we are in indirect lending, it helps
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the dealers understand that they know, hey, EFCU is gonna
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buy this deal, you know, next week or today or tomorrow.
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And that's helped really a lot with our progression indirect lending,
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our protection and consumer lending is just staying consistent across
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the board, and you know, always, you know doing you
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know what's right, what's the best interest to the member,
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and what's just in the best interest.
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In the credit union.
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If if the loan makes sense, I can promise you
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we're going to do it regardless one way or another.
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If it makes sense, we will do the loan.
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And we've seen that kind of consistency play out, you know,
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from time and time and again with our portfolio. Our
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loan portfolio has been outstanding. We have some of the
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lowest delinquency in the state of Louisiana. Our charge off
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numbers are some of the lowest charge off numbers in
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the state Louisiana. And I really preach that to the
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consistency and to the underwriting soundness and reviews that we
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consistently do day and day out.
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Right now, you use a common sense approach with that, Adam.
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I remember from your last pod you talked about that
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that certainly you've got your underrating policy, your general lending
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policy specific policies for auto loans, and then you use
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technology for the underrating process, so you're not just relying
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on on just sort of a credit score or you know,
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there's multiple aspects of the credits. The border was credit
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worthiness that you're looking at. So has that had to
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