Loan Plus Application System
Loan Plus is best described as
GalaxyPlus' Loan Application System.
Using information entered by credit union staff and/or information gathered from the Galaxy Home Banking or Audio Response systems, Loan Plus streamlines the entire loan process from start to finish. Loan Plus users have the advantage of using a complete, concise tool which has the ability to:
- Create and revise applicant and application records;
- Approve loan applications and
- Create new credit union members and new loans.
Key Features
- Integrated with NetBranch Home Banking and Audio Response Systems
- Built-in systems automation
- The system leads staff through the process
- Customize groups of fields for data input
- Process an application for a non-member loan
- Displays comments made in the collections package
- Pulls employment information from member record
- Flexible calculations displaying options side-by-side
- Risk-based pricing
- Easy navigation
- Lists all applications by member, social security number, etc.
- Laser generates all loan forms
Course Details
Loan Plus training consists of two one-day sessions — 8:00 am to 4:00 pm. Class size is limited to 4 attendees, no more than 2 credit unions at a time.
- Day 1: Parameters
- Target Audience
- Authorized to make product decisions
- Knowledge of user security and roles
- Target Audience
- Day 2: Product Usage
- Target Audience
- Creates, processes or reviews loan applications
- Manages Loan areas
- Target Audience
For your convenience and as an alternative to attending sessions in Troy, Michigan, the course can also be delivered to your desktop via the Internet.
Please contact the Training Department (1-800-876-9000, extension 315) to schedule a streamed, Internet-based session.
Prerequisites
- Review of parameter set-up materials
- Prepare parameter information
- Review Loan Plus materials
- Bring workable loan applications
- Basic PC Skills required for all sessions
- Internet access necessary for desktop streaming
If you are interested in training, please contact your Account Executive to set up scheduling for the related course.
