A Note from Lender*VP: Clients Locked out of Loan Applications

We recently received feedback from some clients who found themselves locked out of loan applications.  These clients were also having difficulty determining which screen was causing this error to occur.  We have since determined that the following process is the cause of this issue:

If an application has not been created yet and a user clicks ‘complete loan app’, the next screen the user lands on will be the Loan Application – Select Co-signers screen.  If the user then uses the ‘up’ arrow to leave that screen, they will return to the Member Loan File Action Codes screen.  After that, an attempt to work with the same loan request will show that the user has locked themselves out.

For a review of the workflow, please refer to the screenshots below.  Project #60370 has been submitted for a fix to this issue.

 

Join CU*Answers and SavvyMoney to Learn About Robust Credit Score Solutions that can Help Bolster Customer Relationships!

Join CU*Answers and SavvyMoney to Learn About Robust Credit Score Solutions that can Help Bolster Customer Relationships!

SavvyMoney offers robust credit score solutions that empower you with digital personalization and real-time analytics, which can help you to strengthen and deepen your relationships with customers. If you’re interested in learning more, we invite you to join us for one of our three upcoming webinars!  Use the button below to visit the registration page… Read more »

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Learn All About the Affordable Financing Options Offered by Auto Financial Group!

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Is your credit union looking for new options to add to your lending programs?  Do you have members who are experiencing difficulty with purchasing a new or used vehicle? We invite you to learn all about Auto Financial Group (AFG) and the affordable financing options they offer, including walk-away balloon and lease programs.  AFG can… Read more »

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Here comes the next Collections Roundtable!

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Get Ready for the Next Collections Roundtable! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes.  Join us for the first session of the 2023 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version of… Read more »

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We Want Your Input: Potential Changes to Contract Variable Rate Notices

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CU*Answers is currently engaging in conversations about the potential for changing Contract Variable Rate notices to be customizable per credit union.  If this change were to be implemented, notices would be removed from the current print feature tool (Tool #638) and printed out like standard member notices in Tool #653.  This customization would allow the… Read more »

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