Loan Documentation
OE Lending
Systems
Process Flow
Potpourri
100
This document is sent to the non signing spouse of the applicant.
What is Credit Notice to Spouse or Tattletale Notice.
100
This is the primary benefit of OE Lending is?
What is that it allows our members to borrow on multiple loans with one signature.
100
This is the correct system that we will verify the member’s name, address and SSN in.
What is FSBA.
100
This is the button that ensures the member gets the correct rate.
What is RBP
100
This is what we will become after this training?
What is Lending Superstars.
200
This document allows the member to borrow on multiple consumer loans.
What is the Open End Plan
200
The regulation that governs Open End lending
What is Regulation Z.
200
This is where you start a loan application.
What is FSBA
200
This is the correct time to generate loan documentation.
What is AFTER you accept funding.
200
Employees must do this before returning to work
What is wash their hands.
300
This is the necessary form for our member to sign to change their elected CL&CD preference.
What is a subsequent action form.
300
The document used to disclose the interest rates associated with the plan.
What is LoanLiner Rate Addendum.
300
The application members use to apply online.
What is Netlend.
300
This can happen when you enter monthly income as annual income.
What is income is understated.
300
This name appears on nearly every loan document.
What is LoanLiner.
400
These are the three reasons loan documentation is important.
What is member service, collectability and compliance.
400
The document provided to members confirming the loan details.
What is the disbursement receipt.
400
This is the system to verify an existing OE plan
What is streamlend.
400
The radios buttons are chosen in this order in a Velocity application. .
What is prior loan data, prior app, and host.
400
These five directors have great team spirit (as seen on Charlie for Spirit Day on April 23).
What is Jaimes Johnson, Brett Lee, Cheryl Fanning, Jen Klein and Tony Koeck.
500
A guarantor is known as this.
What is a cosingor.
500
This was the original name of open end lending plan.
What is the Streamline Plan.
500
When searching for a member, best practice is to search by.
What is SSN.
500
Along with term this determines interest rate.
What is credit tier.
500
This is the year the credit union was founded.
What is 1931.
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