Monitoring Member Requests from Online Banking

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PCPEND-01

Work with Online Banking Member Requests

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Access this screen by selecting Tool #13: Work Online Bankg Apps/Requests (Shortcut: online).

Get the member's perspective with this online banking video: Becoming a Member Online (More videos below!)

Screen Overview

The first tab on the “Work/View Online Banking Member Requests” screen displays all of the requests that have been submitted by potential members through online banking. Application information.  This screen should be checked daily for requests.  To work a request, simply select a request and then Work.

Using Filters

Use the Search filters to search for a request with a specific request #.  Use the "Last name starting with" to filter the listing to only names containing those letters.  Use the "Request date starting with" to filter for only requests from that day.

To only view a certain type of requests, for example to only work promise deposit enrollment requests, use the next to "Display only."  This will open the filter screen, where you can select the type of request you want to work.

Working Requests

To work a request, simply select a request and then Work.  You will be routed to the following screens:

To delete a request, select the request and Delete.  A confirmation screen will appear.

Importing a List of Prospective Member Names into the Pending Membership Database

Imagine being able to purchase lists of prospective members from external sources and having an easy way to import them directly into CU*BASE.  Or attending a trade show and being able to jot down name and email addresses for potential new members then pull them into CU*BASE to be worked by your team. 

The Import Entries (F11) button allows your credit union to easily import data into partial membership-application records.  The file must contain the first name, last name, and either an email address or phone number of the prospective member in a comma-delimited file (.CSV), such as an Excel spreadsheet. 

·         The process allows for the upload of additional information such as address, birthdate, and Social Security number.  If you don’t supply a SSN, a temporary imitation one is generated during the upload process to allow a record to be made.  You can even enter a “source code” during the upload to track these prospects and for further statistics.

Learn more in the "Importing a List of Prospective Member Names into the Pending Membership Database" booklet.

Non-Member Notes

You can enter notes on the non-member that will become part of the permanent record of the non-member on the next screen.  If configured, the notes will also be converted to be part of the membership Tracker record should the non-member become a member. If a membership application is denied, the system-generated “Other Info/More Info” notes from the online membership screens (including the indicator that it was a MAP/MOP application) is saved to a Non-Member Note.  SEE ALSO: Non-Member Notes

Additional Video Resources

Approving a Membership Application

Deleting a Membership Application

Denying a Membership Application

Viewing Credit Information for Membership Applications

View more member-facing online banking videos!

Visit the Show Me the Steps video library to view all CU*BASE and online banking videos!

 

 

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