Next Steps
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- interactive 4-step process
- secure
- connected to all of your lending products
- a save feature allows members to complete at their convenience
- completed applications pushed into existing CU forms
- completed applications are stored in a lead management system
- the designated representative can access and print application
- eliminates unnecessary information collection
- email notifications save time and paperwork
- lead management system manages current applications
- the designated representative can track and request application updates
- increases application completions
- demonstrates flexibility and progressiveness
- reduces data entry
- increases the number of applications approved
- requires minimal staff training