There are two sides to the platform—the applications entered by the member on the Consumer Site or
applications entered by the Loan Officer in the Loan Officer Workbench. There are also loan Alerts that
may be configured in the platform to send an email notification that a member has started but not
completed a new application. These alerts either go to the Loan Officer assigned to the loan or a general
group email. The report allows management to review abandoned applications, assign to a loan officer
and make sure they are handled timely.
What to Do with Abandoned Applications?
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This document, like the other volumes in this series is intended to help credit unions manufacture opportunity. This volume is slightly different as is deals with the Mortgage Cadence website. These steps also will take the user from the very beginning point all the way through to the end of the process and the evaluation of the efforts.
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