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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 Cardenas'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-16Personal
Jonathan R****
$100
CONSUMER LENDING PLAN · member since 2023
APR2.00%
CLP
AOAndy Fuentes
2/2
1d
0
LOA-15Auto
Carol M****
$29,145
Used vehicle · member since 2023
CLP
LWLori Aguirre
2/2
3d
0
LOA-14Personal
Devon W****
$100
CONSUMER LENDING PLAN · member since 2023
APR2.00%
CLP
CACole Herrera
2/2
1d
0
UW Go/No-Go4
Preliminary underwriter read — proceed, or stop before the member spends effort.
LOA-5HELOC
Leticia Montes
$60,000
Primary residence · member since 2014
HEP
AOAndy Fuentes
1/2
7d
Aug 26
0
LOA-4Auto
Sandra L****
$12,145
Used vehicle · member since 2023
APR6.85%
CLP
AOAndy Fuentes
2/2
9d
0
LOA-8Credit Card
Daniel C****
$5,000
Visa Platinum Application · member since 2023
CLP
AOAndy Fuentes
2/2
4d
0
LOA-7Personal
Diva P****
$100
CONSUMER LENDING PLAN · member since 2023
APR2.00%
CLP
LWLori Aguirre
2/2
6d
0
Docs Gathering8
Collect income, insurance, and title docs. Lenny flags what's missing and drafts the ask.
LOA-10Auto
Tomas Quintero
$31,000
2023 Ford F-150
CLP
AOAndy Fuentes
2/2
7d
Aug 24
0
LOA-11Personal
Grace Villanueva
$15,000
Debt consolidation
CLP
AOAndy Fuentes
1/2
7d
Aug 25
0
LOA-9Auto Refi
Paul Rincon
$22,400
2021 Subaru Outback
CLP
AOAndy Fuentes
1/2
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-2Personal
Gary R****
$5,000
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2023
APR7.50%
CLP
PMPeri McCracken
2/2
15d
0
LOA-6Auto
Fatima A****
$24,172
Used vehicle · member since 2023
APR9.10%
CLP
PMPeri McCracken
2/2
8d
0
LOA-3Personal
Steven F****
$10,145
Pledged collateral · member since 2023
APR20.51%
CLP
LWLori Aguirre
2/2
11d
0
LOA-1Credit Card
Michelle K****
$30,000
Cashback Rewards Visa · member since 2023
CLP
JBJacob Ibarra
2/2
20d
0
Handoff to Processing2
A complete file, ready for Pam's team to build the package.
LOA-13Auto
Richard T****
$33,000
New vehicle · member since 2023
APR5.25%
CLP
CACole Herrera
2/2
3d
0
LOA-17Credit Card
Alicia G****
$1,000
Cashback Rewards Visa · member since 2023
APR10.00%
CLP
LWLori Aguirre
2/2
0d
0