Configuring Loan Delivery Channels (1)

Screen ID:  UDLVCHN-11
Screen Title:

Configure Loan App Delivery Channels
Panel ID: 4552
Tool Number: 462 Click here to magnify

Access this screen by selecting Tool #462 Loan Delivery Channel Configuration and OPER Tool #5372 Add/Maintain Loan Delivery Channels. Tool #462 allows the change some settings on at the credit union level by the credit union. The version in operator allows for the system wide set up of all of the values needed for the delivery channel.  

For details, refer to the booklets:

Online Credit Bureau Access and FUEL (2) Configuring FUEL and the Approval Matrix

This is the first of several screens used to configure default settings used by loan delivery channels. In this context, a Delivery Channel is simply a source of loan applications funneled from any source into the CU*BASE loan application database.

Select a delivery channel and Change or View to move to the detail screen.

Following are the sources currently in place; more will be added over time:

CU  CU*BASE

This channel represents loan applications entered directly into CU*BASE using the loan processing features in CU*BASE.

  • NOTE: There are no configuration options for this channel; it is listed here for information only.

DT  Dealertrack

This channel is our first link to a third-party source of loan applications through the “XML Lending Gateway.” If your credit union has been set up to use this channel, you may access various configuration screens here that will allow you to define which CU*BASE loan products correspond to incoming Dealertrack loan applications, including free-form text for stipulations to be communicated back to an automotive dealer via the Dealertrack software.

  • Contact a client service representative for assistance planning for and setting up an integration with Dealertrack.

HB  Online Banking

This channel represents loan requests that come to CU*BASE from an online banking loan application.

  • NOTE: A code for incomplete loan application is required if you are using the Incomplete Online Banking Loan Application Handling feature configured in the Loan Workflow/Apps Controls (Tool #475).

 

Currently this configuration is used primarily to set default settings used by online banking loan applications. Select the HB channel and use Enter or click the Change option to proceed to the second screen.