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Desk / Your sector / Credit unions

Case management for credit unions:  Members, loans and the paperwork, in one place.

Joining, loan applications, arrears and complaints each follow your own steps. What members send lands on their record, while your core banking system keeps the shares and loans.

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The template, ready to change

Loan application

  • Membership application
  • Loan application
  • Arrears and collections
  • Withdrawal request
  • Death of a member
  • Complaint
  1. 01

    Received

    Member and loan details in.

  2. 02

    Affordability and credit check

    Income evidence and the credit report on file.

  3. 03

    Decision

    Decision and reasons recorded, signed off by a second person.

  4. 04

    Awaiting signed agreement

    Loan agreement sent for signing.

  5. 05

    Funds released

    Instruction raised in your core system.

  6. 06

    Paid out

    Missed payments later open an arrears case.

  • The people

    Members and their households

    A member’s record with joint members, guarantors and everything they’ve applied for.

  • The paperwork

    Agreements signed and checked

    Loan agreements go out for signing, and signed copies are compared with the member’s signature.

  • The deadlines

    Complaints answered in time

    Complaints carry their time limit from the day they arrive, and arrears cases follow your own timetable.

How it fits

Desk is the member’s case file. Your core system keeps the shares and loans.

Desk looks after
Members, applications, email in, documents, arrears and complaint cases, and reports.
Stays where it is
Share and loan balances, payments, payroll deductions and returns.

See a loan application in Desk.

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