Relationship Pricing & Profitability

  1. Relationship Pricing
  2. Small Business Package

Win SMB loans without sacrificing profitability

Small business lending is a low margin, high-volume business. You need to be fast, efficient, and flexible if you are going to maintain profitability. Q2’s Small Business Package makes all that possible.
See it in action
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With the Q2 Small Business Package you can:

Ensure profitable pricing

Create and configure rate sheets that enable your bankers to quickly get to a price that ensures profitability. Use a wide range of input options—regions, cost structures, fees, origination channels, capital, etc.— to create different targets for each rate sheet.

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Easily update and maintain your rate sheets

With our centralized pricing platform, you can quickly and easily update your profitability targets and pricing assumptions on your existing sheets across markets and track their publishing history to ensure version control. You can also set up automated notifications that trigger when deals are priced too far below your ROE targets.

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Price loans directly within your Salesforce platform

With our Small Business Package Connector, your relationship managers fill in just a few fields and immediately receive the right rate for their deal—all from within your Salesforce Platform. 

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Power your own SMB pricing experience

If you already have an existing SMB pricing experience, you can use APIs to connect it to our centralized pricing platform to get updated, accurate rate quotes that align to your profitability targets.

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Additional Products

  • Commercial Credit Pricing

    Give every commercial banker the relationship context and deal coaching to price and structure commercial loans that reflect the full relationship, not just the deal in front of them.

  • Market Insights

    Give commercial bankers deal-level insights from one of the largest commercial banking datasets in the market, so they price with confidence and leaders coach with evidence.

  • Premium Treasury Pricing

    Connect credit, deposits, and treasury management in a single workflow so relationship teams negotiate from the same picture and win the full relationship.