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Converting Loan Applications to Approvals: Best Practices with Web Loan Applications

Converting Loan Applications to Approvals: Best Practices with Web Loan Applications

by Devon Wilson | Feb 4, 2025 | Credit Union Solutions, Member Service Representatives, Web Loan Applications

  For credit unions, converting loan applications into approvals efficiently is crucial for both member satisfaction and portfolio growth. Traditional loan processes often create friction points that can lead to abandoned applications and missed opportunities....
The Psychology of Skip-A-Pay: Supporting Members Through Financial Challenges

The Psychology of Skip-A-Pay: Supporting Members Through Financial Challenges

by Devon Wilson | Jan 27, 2025 | Credit Union Solutions, Leadership, Member Service Representatives, Skip A Pay

  Financial pressure affects more than just bank accounts—it impacts mental health, work performance, and family relationships. When members face unexpected expenses or temporary setbacks, the ability to skip a loan payment can provide crucial breathing room....
Safe Travels, Secure Finances: Protecting Members With Travel Notification

Safe Travels, Secure Finances: Protecting Members With Travel Notification

by Devon Wilson | Jan 20, 2025 | Credit Union Solutions, Member Service Representatives, Security, Web Loan Applications

  For credit union members, having a card declined while traveling can turn a dream vacation into a stressful ordeal. Such disruptions often occur at the worst possible moments – during international business meetings, family vacations, or emergency travel....
Using Trial Balance+ to Streamline Credit Union Operations

Using Trial Balance+ to Streamline Credit Union Operations

by Devon Wilson | Jan 13, 2025 | Credit Union Solutions, Leadership, Member Service Representatives

  When credit union staff need to verify specific transactions or resolve member inquiries, searching through extensive trial balance reports can create significant operational bottlenecks. IMS Integration’s Trial Balance+ transforms this essential function...
Attract New Business Partnerships: Merchant Lending Portal

Attract New Business Partnerships: Merchant Lending Portal

by Devon Wilson | Dec 17, 2024 | Community Outreach for CUs, Credit Union Solutions, Merchant Lending Portal

  As a credit union, partnering with local merchants can be a powerful way to expand your lending portfolio and support the businesses in your community. IMS Integration’s Merchant Lending Portal provides a streamlined and efficient way to manage these...
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