Pre-Membership Lending
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Screen ID: Screen Title: Panel Number: |
UNONWN-01 Pre-Membership Lending 6922 |
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Access this screen after entering an SSN or TIN on the entry pre-member lending screen and pressing Enter.
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Check out the video related to this topic: Creating a Loan Request for a Non-Member (More videos below!) |
Helpful Resources
Learn how to complete tasks related to opening a new loan.
Pre-Membership Lending Overview
Screen Overview
Enter basic information about the non-member system including name, address, phone number, birthdate, etc., before proceeding to the loan request screen. (NOTE: If configured in workflow controls, you will first run this non-member through Blocked Persons and OFAC scans.)
Additional Video Resources
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Check out these additional video resources! |
Visit the CU*BASE video library.