Loan Leads from Online Banking (2)

Screen ID:

Screen Title:

PCPEND-09

Loan Leads from Online Banking

Access this screen by selecting a loan lead on the first loan leads screen and then "Work Lead."

Helpful Resources

Configuring Tools for Loan Teams booklet

I would like to have my call center call the members for incomplete information on their online loan applications. How can I configure these incomplete leads, so they appear in a different tool instead of my regular loan queue (Tool #2)?

Screen Overview

This screen displays the detail of the incomplete loan application that was selected on the previous screen.

When these types of applications are sent here, they are called loan leads. Loan leads appear on this screen if they are configured to do so in the Loan Workflow/App Controls screen (Tool #475). They are purged according to the purge rules set on this screen. Refer to the help on Tool #475 and the documentation above in the "Helpful Resources" section above for more details. Application information will remain here until you review the information and change a setting, such as an underwriting code or delete it from the screen. (This is done several screens in.)

NOTE: These are incomplete loan leads so follow appropriate procedures before running a credit report on these applicants.

Use Work Application, to move to the Loan Request Maintenance screen (if there are multiple applications for this member) or to the Loan Recap screen (If this is the only one). The lead will still remain in this queue until a change is made to the application, such as changing the underwriting code. .

Or use Membership Inquiry to move to the Inquiry screen for the member. (This second button cannot be accessed if this applicant is a non member.)