Inclusiv Learning Center: Scholarships Application

Page 1

Please submit this form if you are interested in applying for a scholarship for one of the below courses. For our full catalog of courses, please visit training.inclusiv.org

Inclusiv will reach out after the scholarship submission deadline with results and next steps. Please contact learningcenter@inclusiv.org with questions.

Next Scholarship Application deadline: July 10, 2026

Upcoming Inclusiv Learning Center courses eligible for scholarships:

High-Impact Mortgage Lending: begins Aug. 13
Green Home Consumer Lending: begins Sep. 8
Small Business Capital Initiative: begins Sep. 30
Building & Managing Strong Financial Coaching Programs: TBD, Fall 2026

Your first name

Your last name

Your email address

Which course(s) are you interested in taking? Select all that apply. Please note, if you apply for a scholarship for more than one course, Inclusiv is likely to grant a scholarship to only one course at a time. Please note in the individual pages (following) if you have a top preference.

Green Home Consumer LendingSmall Business Capital Initiative High-Impact Mortgage LendingBuilding & Managing Strong Financial Coaching Programs

Organization name

Organization Type

Organization (HQ) State

Charter number (If none, write 00)

Is your Credit Union an Inclusiv member?

YesNoI don't know

Your Job title

If there are other staff at your CU who would also like to complete the training in this cohort, please list their names, titles, and emails here. If you are not sure, leave this blank (your colleagues will have the opportunity to join later).

Does your Credit Union have experience in Loan Participation activities? Select all that apply.

Yes, we sell loansYes, we buy loansNo

How did you learn about this scholarship application?

If you heard about this scholarship application through a League or another source, please tell us how:

High-Impact Mortgage Lending Questions

Does your Credit Union offer mortgage loans?

Yes, we already offer mortgage loans to our members We do not offer mortgages but we are close to establishing a program and have plans to launch within the next 3 monthsNo, we do not have any mortgage offeringsOther -- Explain below

Please briefly describe your CU's mortgage program -- portfolio, volume, number of staff, etc.

Please explain how this training program will benefit your Credit Union.

Please note, the High-Impact Mortgage Lending Course is best suited for CUs with existing mortgage lending programs who want to expand their offerings – it won’t have the right support for you if you’re starting totally from scratch. This course would not provide the foundational guidance needed on the rules, regulations, licensing (NMLS), and infrastructure required to launch a mortgage line of business from the ground up.

Please proceed with the rest of the form (if applying for more than one course) or exit. Contact learningcenter@inclusiv.org with any questions.

I understand

Any other notes, thoughts, questions, concerns?

Green Home Consumer Lending Questions

Please describe any green lending products (solar, energy efficiency, HVAC, EVs, etc.) currently offered, including products and approximate loan volume over the past 12 months.

Please explain how this training program will benefit your Credit Union.

Any other notes, thoughts, questions, concerns?

Building & Managing Strong Financial Coaching Course Questions

Please describe any financial coaching or empowerment programs offered by your credit union or with partners.

Please explain how this training program will benefit your Credit Union.

Any other notes, thoughts, questions, concerns?

Small Business Capital Initiative Questions

In which states does your credit union lend?

Hold down the CTRL button to select multiple states.

Please describe any small business or commercial lending program currently offered, including products and approximate loan volume over the past 12 months.

What types of small businesses does your credit union aim to serve (e.g., startups, rural businesses, minority-owned businesses, microenterprises)?

Any other notes, thoughts, questions, concerns?