Lending Opportunities (Export or Common Bonds)

Screen ID:  ILNDSCR-03
Screen Title: Select Export or Common Bonds
Panel ID: 6938
Tool Number: 1855
    Click here to magnify

This screen appears when selecting any spyglass on the Lending Opportunities dashboard (Tool #1855). Like any other dashboard, Export will allow you to create a file that lets you use Member Connect to communicate instantly with these members via email and online banking messages, set up a marketing outreach via mailing labels and selective statement inserts, and track the responses via a telemarketing Tracker.  Common Bonds will allow you to access a common bonds dashboard (e.g. membership traits, credit score history, etc.) for the selected members.