Lending Opportunities (Export or Common Bonds)
Screen ID: | ILNDSCR-03 | |
Screen Title: | Select Export or Common Bonds | |
Panel ID: | 6938 | |
Tool Number: | 1855 | |
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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.