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.
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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.
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Launch Tool #2 Work/View Loan Application Status.
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Click New Application on the Work/View Application Status screen.
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Click Pre-Mbrship Lending on the Account Base Selection screen.
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Use the Search fields on the Social Security/TIN Selection screen to see if a non-member record exists for the individual.
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If there is no non-member record, enter the individual's SSN/TIN.
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Click the forward arrow.
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Enter basic information about the individual on the Pre-Membership Lending pop-up.
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Click the forward arrow.
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Finish creating the loan request in the same way you would create a loan request for an existing member.
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Begin with step 7.
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