Loan Check List

Screen ID:  ECL020-01
Screen Title: Electronic Check List
Panel ID: 44
Tool Number: 454
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Access this screen by selecting Tool #454 Loan App File Verification.

When you click the lookup button next to the Account field, you will be brought to the Your Most Recent Accounts Accessed screen, which shows the last ten member account base numbers accessed. Once you select an account base, you will immediately be brought to the Account Types screen to select an account suffix.

  • NOTE: If auto security is not activated, you will first need to enter your Employee ID and password

After entering an account base and suffix and pressing Enter, you will proceed to the Electronic Check List screen, which is used to track the progress of the loan application by way of an electronic “to do” list of tasks to be completed.   

Loan File Verification

If this screen is accessed after a loan account has been created, it can be used to work tasks that must be completed after the loan has been approved.  This is activated in the Loan Processing Workflow Controls.