Recommendations from Lender*VP – Document Retention for Denied Applications

Recommendations from Lender*VP – Document Retention for Denied Applications

What is your credit union’s current retention plan for documents relating to denied applications?  Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months.  Relevant… Read more »

Nov 9, 2023

Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!

Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!

With Mobile Alerts as a self-service option, you can manage all the important communications for your mobile app users.  Content for Mobile Alerts can include marketing promos, new branch locations, holiday hours, annual meeting dates and community events, to name a few. The Mobile Alerts option allows for recurring alerts – you can choose whether… Read more »

Nov 9, 2023

Join Us for a 1Click Loan Workshop!

Join Us for a 1Click Loan Workshop!

Ready to expand your loan portfolio?  Instead of offering yesterday’s member generated applications, you can offer pre-approved, guaranteed loan accounts to targeted members via It’s Me 247 desktop and mobile banking!  No application, no credit pull, and no underwriting.  Members are identified based on credit union defined criteria.  Acceptance of the offer is member-driven and… Read more »

Nov 8, 2023

Join AuditLink on November 15th to Learn About our Cooperative Approach to Vendor Management

Join AuditLink on November 15th to Learn About our Cooperative Approach to Vendor Management

This informative 30-minute session will introduce participants to AuditLink and our Vendor and Contract Management platforms.  This session will also feature a discussion on the importance of cooperative platform management and will help participants plug into key resources within our network as they relate to vendor management, auditing and compliance. Join us on Wednesday, November… Read more »

Nov 7, 2023