Lending Opportunities (Unsecured Loans)

Screen ID:  ILNDSCR-09
Screen Title: Lending Opportunities - Unsecured Loans
Panel ID: 6935
Tool Number: 1855
    Click here to magnify

Access this screen by selecting Tool #1855 Lending Opportunities Dashboard and choosing Unsecured Loans in the Loans to Analyze (F21) function.

Unsecured Loan/Share Draft Opportunities Overview

This screen focuses on unsecured loans with no collateral record.

For a member to be considered eligible as a lending opportunity, they must meet the following criteria:

  • Credit score <= 365 days old
  • At least 18 years old
  • Individual (MI) account type

Note that the Unsecured Loans segment and the Other Secured Loans segments offer opportunities to engage members in opening a share draft account in the right bottom section of the opportunity analysis.

Export and Common Bonds

Select any spyglass to access the Export or Common Bonds window. 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.