Choosing a Loan Product Code

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Loan Product Code Selection


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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!)

Helpful Resources

Learn how to create a loan request.

Screen Overview

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.

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.)

Copying Checklist Tasks From Another Loan Product

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.

Additional Video Resources

Check out these additional video resources!

Creating a Loan Request for a Non-Member

Loan Request with Collateral

Loan Request with Insurance

Simple Loan Request

View more lending videos.

Visit the CU*BASE video library.



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