Loan Product Code Selection
This window appears when using the “LR” Action Code to begin a new loan request. It will also appear when using Change Product (F10) on the main Loan Request screen. Also access this when copying checklist tasks from one loan product configuration to another.
Check out the video related to this topic: Completing a Simple Loan Request (More videos below!)
Learn how to create a loan request.
This window lets you choose from your credit union's configured Loan Product Codes. These codes determine all of the default settings and parameters for creating a new loan request.
Use the new Search for description containing if your credit union has pages of loan products or to find less frequently-used products. Enter the text in the field and use Enter to limit to view only products with those words (in the order provided) in the Description.
To view procedures for handling this type of loan request, select the product in the list and click Procedures (F21).
To view tips for selling this loan to members, select the product in the list and click Marketing Tips (F22).
To proceed to the Loan Request screen, select the product and use Enter or Select (or double-click). (For a new loan request, if your credit union pulls credit reports as part of the loan request process, the Credit Report Request window will appear first.)
This screen is accessed when copying all check list tasks from one loan product configuration from another. In this case go to the Electronic Check List Task screen of the loan product configuration without the task list and then select Copy Checklist. Then select the loan product configuration to copy the tasks from.
Creating a Loan Request for a Non-Member
Loan Request with Collateral
Loan Request with Insurance
Simple Loan Request
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