Pre-approved loans are a powerful tool for credit unions to grow their loan portfolios and help members access the funds they need. However, the process of closing these loans can often be time-consuming and complex. IMS Integration’s Click-to-Fund solution simplifies this process, allowing pre-approved members to easily accept loan offers and receive funds directly into their accounts.
Streamlining the Loan Acceptance Process
Click-to-Fund automates the loan booking and funding process for pre-approved members who accept a loan offer from your credit union. When a member accepts the offer through your online banking platform, Click-to-Fund presents the loan documents for electronic signature. Once signed, the solution automatically creates the loan on the core, books it, and transfers the funds to the member’s account. This streamlined process eliminates manual work for your staff and provides a seamless experience for your members.
Seamless Integration with the KeyStone Core
One of the key benefits of Click-to-Fund is its tight integration with the KeyStone core. This integration allows for the automatic creation and funding of loans, reducing the need for manual intervention by your staff. Loan documents can be automatically saved in the core and your imaging system, ensuring a complete and auditable record of each transaction.
Ideal for Non-Collateralized Loans
Click-to-Fund is particularly well-suited for non-collateralized loans, such as personal loans or credit card offers. By simplifying the acceptance and funding process for these types of loans, you can encourage more members to take advantage of your pre-approved offers, growing your loan portfolio and providing your members with the financial support they need.
Enhancing the Effectiveness of Your Marketing Efforts
Pre-approved loan offers are a powerful marketing tool, allowing you to proactively reach out to members with personalized offers. However, the success of these campaigns depends on the ease with which members can accept and receive their funds. By simplifying this process with Click-to-Fund, you can increase the effectiveness of your marketing efforts, encouraging more members to take advantage of your offers and driving growth for your credit union.
Discover the Benefits of Click-to-Fund
IMS Integration’s Click-to-Fund solution offers a streamlined, automated approach to booking and funding pre-approved loans. By simplifying the loan acceptance process and integrating seamlessly with the KeyStone core, Click-to-Fund can help your credit union grow its loan portfolio, improve the member experience, and drive success for your pre-approved loan campaigns.
Ready to learn more about how Click-to-Fund can benefit your credit union? Contact IMS Integration today to discover how our solution can help you simplify your pre-approved loan process.
