Membership Closeout

The Membership Closeout application is a comprehensive solution that enables a Financial Institution to better accommodate Membership closeout requests by providing a review hub and work process approach to both see the current status of the departing Member's accounts and services with the Financial Institution and adds action tabs to help close out or remove services as needed. This ensures the relationship is cleanly closed out in an organized and efficient manner.

Benefits

The Membership Closeout application offers the following benefits for the Financial Institution:

• Primary screen "hub" that displays the real-time status of a Member's accounts and services with the Financial Institution.

• Tab-based work process that takes the User through active accounts or services that need attention to inactivate or closeout, including Agreements, Warnings/Lockouts, Draws, Preauthorized Transactions, Roles, Holds and ultimately Accounts.
• Easy-to-read color coding and display so the User knows what Membership components need attention.
• Customizable "checklist" feature for the User to have a printed or exported summary of the closeout process.
• Full activity tracking
• Use of standard DNA Authorization processes and functionality.