Step 1: Starting a New Member Application

Related Topics

From the Application Queue tab, you can add a new member to the credit union, add a new service for an existing member, or search for an application in progress. To access the Application Queue tab, under Member Services on the Portico Explorer Bar, click New Members & Services. The Application Queue tab appears.

Application Queue

How do I? and Field Help

The Application Queue automatically displays the applications assigned to the user logged into Portico.

Click Start New Application to add a new member to the credit union.

Click Add New Service to add a new product or service to an existing credit union member.

To search for a specific application, enter the search criteria in the Search Criteria group box, then click Search.

  • Click the Date down arrow to select the date the application was originally created from the pop-up calendar or enter a date in MM/DD/YYYY format.
  • Click the User/Department down arrow to select the credit union user and department that originated the application.
  • In the Member Number field, enter the member number associated with the application. Length: 12 numeric
  • In the Name field, enter the full member name associated with the account. Length: 23 alphanumeric
  • In the TIN field, enter the taxpayer ID number of the new or existing member. Length: 9 numeric
  • Click the Task Status down arrow to select the application status.
  • For credit unions using Web Signatures for Credit Unions, select the status of the document envelope from the Document Status drop-down list to display queue items by a specific status. The valid statuses are: Draft, Created, Sent, Review and Completed.
  • Click the Source down arrow to select source of the application: New Member Applicant, Internet New Member Applicant, or Loancierge.
  • If the application source is Internet or Loancierge, enter the confirmation number used to identify the application in the Source Number field (Length: 12 alphanumeric). If this request was generated via the Internet, this will be the number received by the member, and the first 3 digits will be the Julian date. If this request was manually created, this number will be auto generated and the first 3 digits will be the Julian date + 500. For new member applications, this number will be displayed on the Self Service Member Request Report 941.

Click Reset to reset the search criteria.

Double-click an application to open an existing application.

Column Heading Description

Select All

Select this check box to select all the applications in the queue.

Delete

Select the check box next to an application and click Cancel to change the application Status to Canceled. You can reactivate a canceled application by double-clicking the application and clicking Yes when prompted to reactivate the application.

Select the check box next to an application and click Delete to delete the application from the queue. The application will only appear on the Purge Report.

Date

The date the application was originally created.

TIN

The taxpayer ID number. Portico partially masks taxpayer ID numbers.

Member Number

The member number associated with the application.

Name

The member name associated with the application.

User or Department

The credit union user and department that originally created the application.

...

Click the ellipse button (...) to open the Application Reassignment dialog box and reassign an application to a different user and department.

Source

The source of the application (New Member Applicant, Internet New Member Applicant, or Loancierge). For applications received via the Internet or Loancierge, place your mouse over the source icon to view the confirmation number.

Type

The type of application (new member application or new service for an existing member).

Task Status

The status of the application.

Document Status

Move your mouse over the Document Status icon to display the created and completed dates and the envelope number.

Click the ellipse button (...) to open the Application Reassignment dialog box and reassign an application to a different user and department. On the Application Reassignment dialog box, click the New User/Department down arrow to select the new user or department and click Save.

Application Reassignment

Select the check box next to an application and click Cancel to change the application Status to Canceled. You can reactivate a canceled application by double-clicking the application and clicking Yes when prompted to reactivate the application.

Select the check box next to an application and click Delete to delete the application from the queue. The application will only appear on the Purge Report.

Click View Purge Report to access the Application Queue Purge Summary Report window.

During the process of adding a new member or service, messages may appear to assist you in setting up the products and services.

General Ledger Effects: none

Related Reports:

  • New Share Accounts Report 070 - Displays I for new account applications via Internet
  • Self Service Activity Report 940- Displays MA0000 new member processing code
  • Self Service Member Request Report 941- Displays memo for teller intervention on SSI requests, memo line for new member applications
  • Self Service Audit Report 946- Displays activity on requests
  • Self Service Purge Report 947- Displays purged and completed request transaction