Membership Application Sales Information

Access via the New Membership Application "Mbr Instructions" button on the Online Banking Configuration screen.

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Overview

Members will see this information when they use the It’s Me 247 online banking Membership Application feature, either by clicking “Apply for Membership” on the It’s Me 247 online banking login screen, or through a direct link from your website.

Include details about eligibility requirements, who to call with questions, what will happen after the application is submitted (i.e., someone will call, a membership packet will be sent, etc.), and other sales information that explains the value of credit union membership.

Additional Video Resources

Approving a Membership Application

Deleting a Membership Application

Denying a Membership Application

Viewing Credit Information for Membership Applications

View more member-facing online banking videos!

Visit the Show Me the Steps video library to view all CU*BASE and online banking videos!

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#membership_application_sales_information.htm