(FREE) The Defensible Credit Policy (Part 2): How to Build It

Recorded On: 02/11/2026

This on-demand webinar is available for 14 days after purchase. 

A credit policy only creates value when it becomes part of daily operations. This session builds on the foundations and demonstrates how modern credit teams turn a written policy into a practical operating system that guides intake, decisioning, monitoring, and exception handling.

Attendees will learn how to create consistent processes, turn policy ideas into simple rules, use data to strengthen defensibility, and design workflows that grow with the organization. We will explore real examples and provide tools that help teams bring their policy to life in a clear, repeatable way.

Everyone will walk away with best practices, tools, and guided resources to continue building the framework that supports their policy and drives alignment across teams.

Key Topics:

  • Turning a written policy into daily rules and workflows
  • Designing routing, approvals, and exceptions that follow clear criteria
  • Using scores, thresholds, and documentation standards to drive consistent decisions
  • Building systems and triggers that help teams act quickly
  • Scaling the policy across teams, divisions, and new hires

Speakers

Jordan Esbin, Founder & CEO, Credit Pulse

Profile of Jordan Esbin' bio photo

Jordan has a proven track record of helping Fortune 500 companies design and execute robust risk management programs. With expertise in credit, financial reporting, reputational, and political risk, he now brings his experience to the credit space through Credit Pulse, an AI-driven platform transforming modern credit risk management.

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(FREE) The Defensible Credit Policy (Part 2): How to Build It
Open to view video.  |  28 minutes
Open to view video.  |  28 minutes A credit policy only creates value when it becomes part of daily operations. This session builds on the foundations and demonstrates how modern credit teams turn a written policy into a practical operating system that guides intake, decisioning, monitoring, and exception handling. Attendees will learn how to create consistent processes, turn policy ideas into simple rules, use data to strengthen defensibility, and design workflows that grow with the organization. We will explore real examples and provide tools that help teams bring their policy to life in a clear, repeatable way. Everyone will walk away with best practices, tools, and guided resources to continue building the framework that supports their policy and drives alignment across teams. Key Topics: Turning a written policy into daily rules and workflows Designing routing, approvals, and exceptions that follow clear criteria Using scores, thresholds, and documentation standards to drive consistent decisions Building systems and triggers that help teams act quickly Scaling the policy across teams, divisions, and new hires
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