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Loan Preparation

The MSR works the file and stays the member's point of contact throughout. What to do: run the preliminary underwriting go/no-go, gather income, insurance, and title docs, and pitch cross-sell opportunities in the moment (Joshua Nemeth's inline Opportunities panel). Lenny pre-checks required docs and drafts the member's doc request — you review before it sends. Copy-paste bundle to CU*Answers is generated here (no API write).

Submitted3
The MSR opens the file and copies the intake fields into CU*Answers.
LOA-16
Personal
Kyle W****
$100
CONSUMER LENDING PLAN · member since 2023
APR2.00%
CLP
AOAndy O'Connell
8/15
1d
0
LOA-15
Auto
Tawana J****
$29,145
Used vehicle · member since 2023
CLP
AOAndy O'Connell
8/20
3d
0
LOA-14
Personal
Consuelo R****
$100
CONSUMER LENDING PLAN · member since 2023
APR2.00%
CLP
AOAndy O'Connell
8/15
1d
0
UW Go/No-Go4
Preliminary underwriter read — proceed, or stop before the member spends effort.
LOA-5At risk
HELOC
Lena Schmidt
$60,000
Primary residence · member since 2014
HEP
AOAndy O'Connell
5/19
7d
Aug 26
0
LOA-4At risk
Auto
Robert B****
$12,145
Used vehicle · member since 2023
APR6.85%
CLP
AOAndy O'Connell
9/20
9d
0
LOA-8
Credit Card
Diana M****
$5,000
Diamond MasterCard Credit Card Application · member since 2023
CLP
AOAndy O'Connell
7/15
4d
0
LOA-7Aging
Personal
Christy L****
$100
CONSUMER LENDING PLAN · member since 2023
APR2.00%
CLP
AOAndy O'Connell
8/15
6d
0
Docs Gathering8
Collect income, insurance, and title docs. Lenny flags what's missing and drafts the ask.
LOA-10At risk
Auto
Tomas Hoffman
$31,000
2023 Ford F-150
CLP
AOAndy O'Connell
6/19
7d
Aug 24
0
LOA-11At risk
Personal
Grace Meyer
$15,000
Debt consolidation
CLP
AOAndy O'Connell
5/15
7d
Aug 25
0
LOA-9At risk
Auto Refi
Paul Wagner
$22,400
2021 Subaru Outback
CLP
AOAndy O'Connell
5/19
7d
Aug 27
0
LOA-12
Pre-check required docs + draft member request
Lenny, across 4 files in prep. Human review before send.
Lenny
100%
Aug 20
0
LOA-2Critical
Personal
Marlon B****
$5,000
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2023
APR7.50%
CLP
AOAndy O'Connell
8/15
15d
0
LOA-6At risk
Auto
Michele L****
$24,172
Used vehicle · member since 2023
APR9.10%
CLP
AOAndy O'Connell
9/20
8d
0
LOA-3At risk
Personal
Precious M****
$10,145
Pledged collateral · member since 2023
APR20.51%
CLP
AOAndy O'Connell
9/20
11d
0
LOA-1Critical
Credit Card
Ryan B****
$30,000
Diamond Cashback 10% Credit Card · member since 2023
CLP
AOAndy O'Connell
7/15
20d
0
Handoff to Processing2
A complete file, ready for Pam's team to build the package.
LOA-13
Auto
Jane P****
$33,000
New vehicle · member since 2023
APR5.25%
CLP
AOAndy O'Connell
9/20
3d
0
LOA-17
Credit Card
Sandra H****
$1,000
Diamond Cashback 10% Credit Card · member since 2023
APR10.00%
CLP
AOAndy O'Connell
8/15
0d
0