Code Selection

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Code Selection


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This window appears when you select an open or closed reason code when opening or closing a membership or account.

Check out the video related to this topic: Adding Collateral to a Loan (More videos below!)

Screen Overview

Why do members do the things they do? What prompts a member to open a new checking account or a loan? Is it because of a new promotional campaign or because they closed their checking account with the local bank? Do you know what motivates a member to take out a line of credit loan, beyond the generic purpose codes used in creating a loan?  To use this feature you will first need to configure account reason codes or configure membership reason codes.  SEE ALSO: Why Use Reason Codes?  

Select a code from the list and then Select to return to the previous screen.

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