Create Non-Member Loan Request

These steps explain how to create a loan request for a person who is not yet a member at your credit union. 

  • Prior to completing the steps below, ensure a loan application has not already been created for the individual by entering their last name on the Work/View Application Status screen and pressing Enter to pull up any possible results.

  1. Launch Tool #2 Work/View Loan Application Status.

  2. Click New Application on the Work/View Application Status screen.

  3. Click Pre-Mbrship Lending on the Account Base Selection screen.

  4. Use the search fields on the Social Security/TIN Selection screen to see if a non-member record exists for the individual.

  5. If there is no non-member record, enter the individual's SSN/TIN.

  6. Click the forward arrow.

  7. Enter basic information about the individual on the Pre-Membership Lending pop-up.

  8. Click the forward arrow.

  9. Finish creating the loan request in the same way you would create a loan request for an existing member.