Did you know: you can record permanent notes on non-members, and save them when they become members?
No matter which avenue your credit union uses to find new members (loans, membership applications or online applications), your staff can use the ‘Non-Member Notes’ feature to record permanent notes on people before they become members.
When co-borrowers, new applicants and joint owners become members, you can then convert your Non-Member Notes to a Tracker on the new membership by assigning a Memo and Tracker Type via Tool #1004 Workflow Controls: Open Mbrships/Accts.
