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Streamline deposit account activity review and reporting with this new screen and printable report. With this app, staff can quickly review the number of occurrences and dollar amounts of a variety of deposit account transactions in both tables and charts as well as generate a printable report.
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This application allows a user to review a member’s (TRO of the account selected) history of overdraft privilege NSF transactions, process fee refunds and record notes regarding the refund. The App also allows authorized users to initialize the refund and add an account note to describe more details.
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This DNAapp gives core users the ability to perform additional search queries. It enhances traditional core screen usability by offering multiple new search criteria all on one screen. Searches can now be performed faster and easier than ever before.
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The Mail Restriction Tool DNAapp allows users to easily set and adjust Mail Restrictions, Overrides, and an optional UserFieldCode to some or all the accounts related to an account holder.
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Membership Summary Tool provides configurable, printed account information for members.
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This package includes the Estimated Monthly Income processing and the Income and Credit Score Inquiry Application. The Income and Credit Score Inquiry Application allows users to view a person's estimated monthly income and credit score information by looking at accounts at a particular financial institution making the estimated monthly income an approximation. This may be used to help determine if a person is eligible for a loan.
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The Mortgage Maintenance Tool application is a multi-screen application to provide a one-stop hub for existing mortgage account maintenance.
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This DNAapp produces a CSV data file of all new people who joined a financial institution during a configurable time period.
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This DNAapp generates a report of numbers of deposit and loan accounts that are opened or closed for a specific time period listed by branch names.
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Provides all ODP related information and maintenance options for a given account on a single screen for financial supervisors and frontline staff to manage ODP options and quickly browse an account’s ODP information.