Pre-Membership Lending

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Pre-Membership Lending


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Access this screen after entering an SSN or TIN on the entry pre-member lending screen and pressing Enter.

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

Check out these additional video resources!

View more lending videos.

Visit the CU*BASE video library.



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