Introducing
Your new presentation assistant.
Refine, enhance, and tailor your content, source relevant images, and edit visuals quicker than ever before.
Trending searches
* The goal is for our department is to achieve consistent and efficient communication in the loan funding process. We hope to accomplish this by creating templates containing the essential key information required for funding our loans. Hopefully, the templates will reduce funding delays caused by missing information in applications and, consequently, improve on our members' experience.
POI queue
Reviewer
Ready to Fund
ESig
Others: Calls and Credit Card emails
**POI queue: Income verified with POI attached. Sent Mbr Income Verification Email to fund online.
**POI queue: Income did not verify as stated. Pls review and advise.
**POI queue:VFd income with paystub attached. Stip remaining sent Mbr Income Validated Additional Stipulations Remaining.
*POI queue: Income verified with paystub attached. Pls proceed with limit/rate increase on credit card.
**POI queue: Mbr attached W2, unable to VF income. No PDD on file. Sent Mbr the Updated Documents Required Email.
**PENDING QUEUE: Still need paystubs to proceed with app. Emailed mbr to advise. Queued app to pending Member response.
**Reviewer
Called and spoke with mbr. Mbr is aware of pending items. Mbr will email items to myloan inbox and call us back.
FRANCHISE DEALER PURCHASE
ATTACHED AND VFD: PO, TERMS, STIPS
MISSING:
OR
**Reviewer
Called mbr at (xxx)xxx-xxxx and Lft VM advising mbr to call us back. Sent Dealer Purchase template email.
FRANCHISE DEALER PURCHASE
ATTACHED AND VFD: PO, TERMS, STIPS
FRANCHISE DEALER PURCHASE
ATTACHED AND VFD: PO, TERMS, STIPS
LEASE BUYOUT
ATTACHED AND VFD: LBO, AUTH, REG, TERMS, STIPS
EXTERNAL REFINANCE
ATTACHED AND VFD: PAYOFF, AUTH, REG, TERMS, STIPS
INTERNAL REFINANCE
ATTACHED AND VFD: REG (IF THERE ARE REG CHANGES), TERMS, STIPS
PERSONAL LOAN - PAY DIRECT
ATTACHED AND VFD: LENDER STMTS, TERMS, STIPS
PERSONAL LOAN - EDU PURPOSE
ATTACHED AND VFD: SELF CERT, TERMS STIPS
HIGHER EDUCATIONAL LOAN
ATTACHED AND VFD: SELF CERT, PROOF OF ENROLLMENT, TERMS STIPS
SPECIAL CURRICULUM LOAN
ATTACHED AND VFD: SELF CERT, PROOF OF ENROLLMENT, TERMS STIPS
CREDIT CARD
ATTACHED AND VFD: CCR (IF APPLICABLE), TERMS, STIPS
PPP W/O LIEN
ATTACHED AND VFD: REG, TITLE, TERMS, STIPS.
PPP W/ LIEN
ATTACHED AND VFD: PAYOFF, AUTH, REG, TERMS, STIPS.
#(APP NUMBER)
DISBURSEMENT NOTES - FRANCHISE DEALER PURCHASE
DOCS SENT VIA DOCUSIGN: LL/WAIVER/PSP/POA/GAP/MRC VIA DOCUSIGN
AMOUNT FINANCED: $XX,XXX.XX
MONEY ALOCATED?
$XX,XXX.XX INTO S01
$495.00 INTO GL – GAP
$X,XXX.XX INTO GL – MRC
ISSUE THE FOLLOWING:
$XX,XXX.XX
DEALER'S NAME
RE: VIN#
RE: Vehicle - YEAR, MAKE, MODEL
RE: MEMBERS' NAMES
FEDEX CHECK TO:
DEALER'S NAME
DEALER'S ADRESS
DEALER'S ADRESS
DEALER'S PHONE #
Additional Notes:
*PLEASE, INCLUDE ***** (ATTACHED) WITH CHECK.
1- DP - FRANCHISE
2- DP - NON-FRANCHISE
3- LEASE BUY-OUT
4- EXTERNAL REFINANCE
5- INTERNAL REFINANCE
6- CASH-OUT REFINANCE
7- PPP W/ LIEN
8- PPP W/I LIEN
9- PL
10- PL - PAYDIRECT
11- PL - EDU LOAN W/ PAYOFF
12- PL- EDU LOAN W/O PAYOFF
DISBURSEMENT NOTES - FRANCHISE DEALER PURCHASE
DOCS SENT VIA DOCUSIGN: LL/WAIVER/PSP/POA/GAP/MRC VIA DOCUSIGN
AMOUNT FINANCED: $XX,XXX.XX
MONEY ALOCATED:
$XX,XXX.XX INTO S01
$495.00 INTO GL – GAP
$X,XXX.XX INTO GL – MRC
ISSUE THE FOLLOWING:
$XX,XXX.XX
DEALER'S NAME
RE: VIN#
RE: Vehicle - YEAR, MAKE, MODEL
RE: MEMBER'S NAME
FEDEX CHECK TO:
DEALER'S NAME
DEALER'S ADRESS
DEALER'S ADRESS
DEALER'S PHONE #
Additional Notes:
*PLEASE, INCLUDE ***** (ATTACHED) WITH CHECK.
DISBURSEMENT NOTES - NON-FRANCHISE DEALER PURCHASE
DOCS SENT VIA DOCUSIGN: LL/WAIVER/PSP/POA/GAP/MRC VIA DOCUSIGN
AMOUNT FINANCED: $XX,XXX.XX
MONEY ALOCATED:
$XX,XXX.XX INTO GL - DRAFT
$495.00 INTO GL – GAP
$X,XXX.XX INTO GL – MRC
Additional Notes:
-PLEASE, EMAIL DRAFT LETTER TO THE FOLLOWING:
DISBURSEMENT NOTE: INTERNAL REFINANCE
DOCS SENT VIA DOCUSIGN: LL/WAIVER/PSP/POA/DMV DISC/GAP/MRC VIA DOCUSIGN
AMOUNT FINANCED: $XX,XXX.XX
MONEY ALOCATED:
$XX,XXX.XX INTO S01
$15.00 INTO GL- MVSC
$25.00 INTO GL- MVSCFEE
$495.00 INTO GL – GAP
$XXX.XX INTO GL – MRC
PAYOFF L00 $X,XXX.XX W/ EFF DATE XX/XX/2023
CHANGE ECOA COMMENTO TO "AS" UNDER L00 (APPLICABLE FOR AUTO PAYOFF, ONLY)
Additional Notes:
*Please, Queue the app to the DMV checklist queue.
Disbursement Notes - Special curriculum (EDU W/ PAYOFF)
DOCS SENT VIA DOCUSIGN: LL/PSP/W9
AMOUNT FINANCED: $X,XXX.XX
MONEY ALLOCATED:
$X,XXX.XX TO ED LOAN GL
ON XX/XX/2023 (after 3rd day), PLS PROCEED AS FOLLOWS:
DEBIT ED LOAN GL $X,XXX.XX
DEP FUNDS $X,XXX.XX TO S70
PAYOFF L00 $X,XXX.XX W/ EFF DATE XX/XX/2023
LEAVE REMAINING AMOUNT IN MBR'S S70 $X,XXX.XX
Additional Notes:
*SELF CERT SENT VAI DOCUSIGN WITH FINAL LOAN DOCS
DISBURSEMENT NOTES - EDU PL - no payoff required
DOCS SENT VIA DOCUSIGN: LL/PSP/W9
Amount financed: $XX,XXX.XX into S01
-Please, put funds on hold on 3 business days
Additional Note:
*SELF CERT SENT VIA DOCUSIGN WITH FINAL LOAN DOCS
CLESIG NOTES (NON-FRANCHISE DEALER PURHASE):
SIGNED LN DOCS RCVD
-SIG VERIFIED VIA DOCUSIGN
-EXCEPTION MADE TO ACCEPT DOCS DATED XX/XX/23. MANUALLY CHANGED DATES TO XX/XX/23.
-DISBURSED THE FOLLOWING:
$XX,XXX.XX INTO GL – DRAFT
$495.00 INTO GL – GAP
$X,XXX.XX INTO GL – MRC
-EMAILED DRAFT LETTER TO:
EMAIL INDICATED IN DISBURSEMENT NOTES
-ADDED SUMMER'S OFF TO 06/07
1- DP - FRANCHISE
2- DP - NON-FRANCHISE
3- LEASE BUY-OUT
4- EXTERNAL REFINANCE
5- INTERNAL REFINANCE
6- CASH-OUT REFINANCE
7- PPP W/ LIEN
8- PPP W/I LIEN
9- PL
10- PL - PAYDIRECT
11- PL - EDU LOAN W/ PAYOFF
12- PL- EDU LOAN W/O PAYOFF
CLESIG NOTES (FRANCHISE DEALER PURHASE)
SIGNED LN DOCS RCVD
-SIG VERIFIED VIA DOCUSIGN
-EXCEPTION MADE TO ACCEPT DOCS DATED XX/XX/23. MANUALLY CHANGED DATES TO XX/XX/23.
-DISBURSED THE FOLLOWING:
$XX,XXX.XX INTO S01
$495.00 INTO GL – GAP
$X,XXX.XX INTO GL – MRC
-ISSUED CC:
$XX,XXX.XX
DEALER'S NAME
DEALER'S ADRESS
DEALER'S ADRESS
DEALER'S PHONE #
-FEDEX TRACKING #:
-SENT CHECK VIA FEDEX W/ DEALER LETTER
-ADDED SUMMER'S OFF TO 06/07
-UPLOADED SIGNED GAP/MRC DIRECTY TO SYNERY/SENT SIGNED GAP AND MRC TO IMAGING.
CLESIG NOTES (NON-FRANCHISE DEALER PURHASE):
SIGNED LN DOCS RCVD
-SIG VERIFIED VIA DOCUSIGN
-EXCEPTION MADE TO ACCEPT DOCS DATED XX/XX/23. MANUALLY CHANGED DATES TO XX/XX/23.
-DISBURSED THE FOLLOWING:
$XX,XXX.XX INTO GL – DRAFT
$495.00 INTO GL – GAP
$X,XXX.XX INTO GL – MRC
-EMAILED DRAFT LETTER TO:
-ADDED SUMMER'S OFF TO 06/07
-QD APP TO DMV CHECKLIST QUEUE
CLESIG NOTES (INTERNAL REFI)
SIGNED LN DOCS RCVD
-SIG VERIFIED VIA DOCUSIGN
-EXCEPTION MADE TO ACCEPT DOCS DATED XX/XX/23. MANUALLY CHANGED DATES TO XX/XX/23.
-DISBURSED THE FOLLOWING:
$XX,XXX.XX INTO S01
$15.00 INTO GL- MVSC
$25.00 INTO GL- MVSCFEE
$495.00 INTO GL – GAP
$XXX.XX INTO GL – MRC
-PAID OFF L00 $xx,xxx.xx WITH EFFECTIVE DATE **/**/2023
-CHANGE ECOA COMMENT TO "AS" UNDER L00
-ADDED SUMMER'S OFF TO 06/07
-QD APP TO DMV CHECKLIST QUEUE
Additional Notes:
*OLD LOAN ID 01 /LAST PAYMENT TO LOAN XX/XX/23
*NEW LOAN ID 02/FIRST PAYMENT TO NEW LOAN ID 02 XX/XX/23
CLESIG NOTES (PL – EDU PURPOSES)
SIGNED LN DOCS RCVD
-SIG VERIFIED VIA DOCUSIGN
-EXCEPTION MADE TO ACCEPT DOCS DATED XX/XX/23. MANUALLY CHANGED DATES TO XX/XX/23.
-DISBURSED THE FOLLOWING:
$X,XXX.XX TO ED LOAN GL
**ON XX/XX/2023 , PLS PROCEED AS FOLLOWS:
DEBIT ED LOAN GL $X,XXX.XX
DEP FUNDS TO $X,XXX.XX S70
PAYOFF L00 $X,XXX.XX W/ EFF DATE XX/XX/2023
LEAVE REMAINING AMOUNT $X,XXX.XX IN MBR'S S70
CLESIG NOTES (PL – EDU PURPOSES)
SIGNED LN DOCS RCVD
-SIG VERIFIED VIA DOCUSIGN
-EXCEPTION MADE TO ACCEPT DOCS DATED XX/XX/23. MANUALLY CHANGED DATES TO XX/XX/23.
-DISBURSED THE FOLLOWING:
$XX,XXX.XX into S01
-PLACED FUNDS ON HOLD FOR 3 DAYS
-----INCOMING CALLS-----
I/C FROM (TM NAME) @DEPARTMENT.
TM/MBR REQUESTED: ABCDEFG
ACTION/RESOLUTION: RE-SENT DOCS
EXAMPLES:
I/C from (TM name) @Branch. Assisted with sending loan documents via DocuSign. CC'd branch TM to complete funding once signatures are received.
I/C from (tm name) @department. Reviewed attached document. Ok to proceed with funding. Qd app to RTF.
I/C from (Tm name) @department. Assisted with loan re-am. Mbr wanted to add 90 day promo/apply down payment. Mbr aware of updated payment amount. TM will send updated LL to mbr.
-CREDIT CARD-
Your income was received and verified. The credit card was booked and will be
sent to the address we have listed on file. Please allow 7-10 business days for
your credit card to arrive.
Your income was received and verified. Please allow up to 24 hours for the limit
increase to be completed on your credit card. The credit disclosure attached is
for your records only. Signature is not required.
Thank you,
Consumer Lending Team.
OneNote
Word Express