Quick Loan View

The Loan Quick Look DNAapp is a slide out tab on the relationship profile screen that brings common loan information to the forefront for quicker member communication. It alleviates some of the screen digging that is needed to get frequently requested information from the member, like collateral, the simple insurance type of an account and custom user fields. All a person needs to do is highlight a loan on the Quick Access, or Accounts tab, then hover over the slide out.

Benefits

The Loan Quick Look slide out tab gives quick access to loan information that might otherwise be several clicks deep to find. This makes common data for loans more accessible and easier to find for quickly answering members questions on collateral, or if they have insurance products associated with their account. It also includes the ability to configure which account or collateral user fields you may want to see alongside the other static information available