Loan Origination History

The Loan Origination History grid displays new loan applications associated with the member. Loan application information is transmitted to Portico when you book a new loan, or when you change the status of a loan application. The loan comments from Loancierge are also sent to Portico.

 

Column Heading	Description
Product	The loan product.
Note	The note number assigned to the loan.
Status	The status of the loan application.
Last Status	The date that the status was last updated.
Amt Requested	The loan amount requested.
Amt Approved	The loan amount approved.
unlabeled	Click the Detail icon button to display the Loan Origination Information dialog box.

You can add up to four customized sub tabs to a members Overview tab using Member Activity Tracking. Once Member Activity Tracking has been activated, you can create your customized sub tabs. The Member Activity Tracking window lets you select the tabs and controls that will appear on each sub tab at the credit union level. The Member Activity tab on the User Profile - Update dialog box lets you select the tabs and controls that will appear on each sub tab at the user level. The sub tabs can display a member's Contact Manager History, Cross Sell History, Consolidated Financial Transaction History, Loan Origination History, New Products and Services, and Notice History.