Code Selection

Screen ID: 

Screen Title: 

Panel Number:

images\kb_closed_shg.gif

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Code Selection

3093


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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.

Additional Video Resources

View more lending videos.

Visit the Show Me the Steps video library.

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#3093g.htm