Pre-Member Lending

Screen ID: 

Screen Title: 

Panel Number:

images\kb_closed_shg.gif

NPLNAM-01

Social Security/TIN Selection

5180


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Access this screen by selecting Pre Membership Lending (F14) from the standard entry loan application screen.

Check out the video related to this topic: Creating a Loan Request for a Non-Member (More videos below!)

Helpful Resources

Learn how to create a loan request for a non-member.

Pre-Membership Lending Overview

Learn more about the loan application process for a member.

Using Pre-Membership Lending

Loan Requests can be created for individuals who are not yet members of your credit union, using the CU*BASE Pre-Membership Lending feature. Enter the non-member's Social Security or other tax ID number and proceed as usual.

If a non-member record does not already exist for the SSN/TIN entered, a window will appear requesting basic information about the non-member, including name, address, birth date, department/sponsor number, and corporate ID. Complete all fields and use Enter to create the non-member record, then proceed as with a normal member loan request.

Field Descriptions

Field Name

Description

SSN/TIN

Enter the person's SSN or TIN.

Action code

This field is used to indicate which processing screen should be displayed next. If no code is entered manually, the Loan File/Action Codes window will display automatically.

Product code

If using the Loan Request (LR) Action Code, you must also enter a loan product code so that CU*BASE knows where to find default values such as rates, checklists, marketing tips and procedures, etc. Click the lookup button images\magnifyingglasslookup_shg.gif to see a list of your credit union's configured product codes.

Category code

If using the Loan Request (LR) Action Code, you can narrow down the list of loan products by first choosing a loan category code (such as your general “Installment Loan” category) here. Click the lookup button images\magnifyingglasslookup_shg.gif to see a list of your credit union's configured codes. Then CU*BASE will automatically display a list of products tied to just that category.

Last Name
First Name
DBA Name

SSN
Employee

Reference

These are search fields used to locate a specific account. After entering the desired search criteria, use Enter. A list of matching names will appear at the bottom of the screen.

 

Additional Video Resources

View more lending videos.

Visit the Show Me the Steps video library to view more videos!

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#NPLNAM-01.htm