Lender*VP can take your credit union’s forms (the ones you purchase from a forms provider like Oak Tree or CUNA) and do the programming work needed so that data from CU*BASE® can be placed onto the form and a completed form produced for printing and archiving.
If the data needed on the form isn’t already part of the CU*BASE database, then special screens will be developed so that your staff can fill in that additional data at the time the form is generated. If a member signature is needed on a form, then we’ll put in the proper hooks so that the ProDOC FORMS¯ tool stops to allow a signature to be captured and stored with the form. And if you need to produce a certain group of forms at the same time, every time, we can even set up forms bundles to make the process easy and smooth for your loan staff.
Since there are several places in CU*BASE where forms might be needed, this document helps you decide how each form will be used, where you might need to be able to access it, and how much it will cost and how long it will take to get the form ready to go.
Submit Setup Forms
Open and complete the following PDF forms them return them to your Conversion Coordinator via fax, mail, or email.
