CU Axis.10 CU Axis Lending from Request to Disbursement: Understanding the Application Process

CU Axis

Summary

This course focuses on selling loans to members. From the initial, “Hello, how are you?” to the “Where would you like your loan funds?” this course shows participants how CU*BASE can make every credit union staff member an effective loan sales representative. In this course, participants are introduced to the interactive CU*BASE lending database that tracks the member’s application information the entire time the member is active.