Action Code "WE" Working with Existing Loan Requests/Applications

Screen ID: 

Screen Title: 

Panel Number:

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PLNAI-01

Loan Request Maintenance

1215

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This screen will appear when the "Work W/Existing Loan Requests" (WE) action code is used on the initial Process Member Applications screen. It will also appear when using the Work w/LR feature on the Work/View Application Status screen.

Check out the video related to this topic: Completing the Loan Estimate (More videos below!)

Screen Overview

This screen displays any outstanding loan requests and/or applications for the member or non-member selected on the initial screen. You can work with outstanding loan requests here, as well as delete any old requests that are no longer needed.

To work with any outstanding loan request, enter the loan request number or select it in the list and use Enter or Select to display the Loan Recap screen.

See below for a description of other functions available on this screen.

Viewing Results of Previous Loan Requests

If a prior loan application has been processed for this member, you will see an area in the upper right corner of the screen labeled “Last Loan Request.” This box shows the application number and date of the most recent loan application completed for this member (excluding credit card applications), and whether that loan request was approved or denied.

This is similar to going to the file cabinet and pulling out a member's prior loan application for review. However, this method is much quicker and more efficient since the data appears immediately on your screen.

To view the previous application, use View Last App (F5). (NOTE: If the box appears but the button does not, the loan request was processed without using the application screens.)

Field Descriptions

Field Name

Description

Household #

If this member has been enrolled in the household database, this field will show the household number assigned to the member's household, and the name of household member #01 from that household.

  • If the name is blank, the person formerly designated as household member #01 has been deleted or moved to another household. (No maintenance is required; this is not an error.)

Work with loan request #

Use this field to enter an outstanding loan request number (the Loan Req# shown in the list at the bottom of the screen), then use Enter to proceed to the Loan Recap for that request.

Account #

The account base number to be used for the loan account.

Loan Req#

The number assigned to the loan request. This number is used to identify the request throughout the loan request and loan application process.

Amount Requested

The total amount requested by the member.

Category

The loan category description.

Purpose

The purpose code description.

Application on File

If this field reads YES, a loan application has been created for this loan request. If it reads NO, only the loan request has been created; no application has been generated yet.

  • Clear Application (F17) can be used to erase an existing application and begin again. The loan request itself will remain intact.

Options

Option

Description

Work With Loan Request/Application

Select a request in the list and use this to proceed to the Loan Recap screen.

Clear Application

Select a request in the list and use this to clear all application data from this loan request. Remember that data from that application has already been saved in the household database and can be pulled in again by simply starting the application again. (Use Work With Loan Request/Application to go to the Loan Recap screen.)

Delete Loan Request

Select a request in the list and use this to completely delete both the loan request and any accompanying application data. There will be one confirmation message.

·     Household data will remain intact.

Buttons

Button

Description

View Last App (F5)

Use this to see the most recent loan application generated for this member. View-only versions of the loan application screens will appear.

·     NOTE: This button will not be available unless a previous application exists on the system for this member. Notice the “Last Loan Request” area in the upper right corner. The application number will be shown along with the notation “APPROVED” or “DENIED.” If this information appears but the button does not, the loan request was processed without using the application screens.

Household Maintenance (F6)

Use this to add or modify the household database for this member.

Exit (F7) (Not shown)

Use this to exit return to the initial Process Member Applications screen.

Mortgage Forms (F9)

Use this to enter information into the CU*BASE Mortgage Data Capture system, for use in printing custom mortgage loan forms.

New Loan Request (F10)

Use this to create a new loan request. Help windows will appear to let you select a loan category, then a loan product code, then the Loan Request screen will appear.

Delete All Loan Request (F16)

Use this to delete ALL outstanding loan requests listed on this screen for this member/non-member. One confirmation message will appear.

Clear Application (F17)

Use this when a loan application has already been started for a loan request, and you wish to erase that application and start over. Select the loan request in the list and use F17 to clear the previous application. The loan request itself will remain intact.

  • Notice that the Application on File field changes to NO when this is used.

Delete All Loan Reqs (F18)

Select a request in the list and use this to completely delete both the loan request and any accompanying application data. There will be one confirmation message.

  • Household data will remain intact.

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#PLNAI-01.htm