Consumer Loan Products
The type of loan that may be used to consolidate debt, pay for home improvements, or pay for vacations.
What is a Personal Loan?
The transaction code used to make a mortgage payment.
What is MP?
The place in Episys used to access forms that make changes on members accounts.
What is the SAM Menu?
What is To Close or Change a Draft Lookup Number?
The name of the system used to take auto or personal loans, as well as open accounts.
What is Meridian Link?
The name of the product that protects the member in the event their vehicle is totaled and is valued by the insurance company for less than the loan balance.
What is GAP insurance?
The best way to view how many more payments a member has left on their loan.
What is view remaining payments?
The form used to change an address or a name on an account.
What is the XAccount Change form?
The name of the form used to put in a claim or dispute a debit card transaction.
What is the Claim/Dispute form?
The best place to search when unsure about a procedure.
What is the Knowledge Center?
The product that covers the member in the event of death, disability, and involuntary unemployment.
What is LifePlus Dis IU through CUNA, also called DP for Debt Protection?
The transaction code used to pay on the principle on a loan that is NOT a mortgage.
What is PP?
The transaction code string used to put a Stop Payment on an account.
What is SP SW SC?
The first step to be completed when closing a members account.
What is releasing the $5 Minimum Balance in the Membership or Main Share savings?
The form to set up or change courtesy pay on a members account.
What is Reg E opt-in/out?
The best available optional coverage that protects the vehicle in the event of mechanical breakdowns.
What is the Easy Street plan from Route 66?
The name of the tool used to pull a value on a used vehicle.
What is J.D. Power?
The additional form that needs to be filled out when an unauthorized ACH is taken from a members account.
What is the Written Statement of Unauthorized ACH?
The lookup that must be zeroed out and deleted from the tree on Episys.
What is Lookup 70?
The document in a loan packet that shows the loan amount and interest rate.
What is Fixed Rate Combined with MLA Note?
A self-employed individual qualifies for this plan with CUNA.
What is LifePlus with Disability?
Where to find location of the most up-to-date consumer loan rate sheet?
What is in the Knowledge Center?
The name and location of the form used to add/remove a joint signer or beneficiary.
What is the Exception form in the SAM Menu?
The name of the program that helps the member shop for a car (they will even go to the dealer with them!)
What is Auto Advisor?