Loan Quoter: Select Product

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Screen Title: 

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PLNQTR-01

Loan Quoter Product Selection

1245

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Access this screen by selecting (Shortcut: lq) or by clicking the Loan Quoter button images\loanquotengs_shg.gif (F6) at the top of the entry screen.

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

Screen Overview

This is the first in a series of screens used to quote loan prices to members. For example, say a member calls and wants to know a monthly payment on a new car loan. Assuming the loan product code has been set up properly, the Quoter can quote up to 81 different monthly payments, with different combinations of rates, and terms.

Select the desired loan product from the list and click Select or use Enter to proceed to the next screen.

To see CU-defined tips for selling these products to your members, select any product and click Marketing Tips (F22).

Additional Video Resources

Loan Quoter Extras

Rate Estimator

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#PLNQTR-01.htm