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New Loan

Where every member loan request lands first, straight from the intake form (52% of all member requests are loans). What to do: acknowledge the member, let round-robin hand it to an MSR — the queue is hidden, so no one cherry-picks — and pass a clean, triaged request to Loan Preparation. Replaces Legacy's shared, cherry-pickable queue.

Intake Sources

One front door for every new loan request — captured once, no rekeying.

Live
Auto
14today

CU*Base

Core loan-app object (LNAP)

Polls core every 5 min · full reload ≥ 24h

Auto
6today

Online Banking

Member self-serve request

Real-time

Auto
4today

Website

Public site inquiry form

Real-time

Auto
9today

Dealer · Route 1

Indirect auto integrations

Real-time · dedupes repeats

Referral
3today

Teller Referral

Branch teller hand-off

On referral

Manual
5today

Manual · Walk-in

MSR-keyed at the desk

New Loan Inquiry form ↑

Auto
2today

Email Ingest

Parsed inbound member email

On receipt

43 captured today → New Request queue
5 of 7 channels auto-load
New Request10
A member's request arrives from the intake form and is auto-acknowledged (today's gap).
NEW-12Personal
Marcus Pena
$8,000
Debt consolidation
CLP
—Unassigned
4/4
6d
Aug 26
0
NEW-14Kasasa Take-Back
Ryan Alvarado
$12,000
CLP
—Unassigned
3/3
6d
Aug 28
0
NEW-7Personal
Maria D****
$2,200
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2023
APR7.50%
CLP
—Unassigned
4/4
9d
0
NEW-4Credit Card
James O****
$400
Visa Platinum Application · member since 2023
APR10.00%
CLP
—Unassigned
4/4
13d
0
NEW-1Personal
Rosa H****
$1,500
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2023
APR7.50%
CLP
—Unassigned
4/4
17d
0
NEW-9Personal
Rosa H****
$1,500
Pledged collateral · member since 2023
APR18.70%
CLP
—Unassigned
5/5
5d
0
NEW-3Credit Card
Kevin T****
$15,000
Cashback Rewards Visa · member since 2023
APR10.00%
CLP
—Unassigned
4/4
14d
0
NEW-5Credit Card
Patricia N****
$2,500
Cashback Rewards Visa · member since 2023
APR10.00%
CLP
—Unassigned
4/4
9d
0
NEW-2Personal
Diego R****
$500
SIGNATURE LOAN - NO SECURITY · member since 2023
APR16.50%
CLP
—Unassigned
4/4
18d
0
NEW-21Personal
Barbara W****
$1,000
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2023
APR7.50%
CLP
—Unassigned
4/4
0d
0
Assigned5
Round-robin assigns an MSR with the dollar amount hidden — kills the cherry-pick.
NEW-16Personal
Ahmed H****
$5,500
Pledged collateral · member since 2023
APR11.15%
CLP
CACole Herrera
5/5
3d
0
NEW-19Auto
Brittany W****
$14,000
Used vehicle · member since 2023
APR9.10%
CLP
AOAndy Fuentes
5/5
2d
0
NEW-18Auto
Michael C****
$25,509
Used vehicle · member since 2023
APR9.10%
CLP
AOAndy Fuentes
5/5
4d
0
NEW-23Auto
Michael C****
$16,246
Used vehicle · member since 2023
APR9.10%
CLP
ATAlyssa Navarro
5/5
0d
0
NEW-17Personal
Grace P****
$2,000
Simply Platinum RB 735+, 2% Repayment · member since 2023
CLP
JBJacob Ibarra
4/4
1d
0
Review for Core8
Lenny has validated the file against the gate; a human reviews and submits it to the core.
NEW-11Auto
Lennyvalidating…
Jordan Mata
$24,500
2022 Toyota RAV4
CLP
AOAndy Fuentes
4/4
6d
Aug 25
0
NEW-13Auto Refi
Daniela Ochoa
$19,200
2020 Honda CR-V
CLP
—Unassigned
4/4
6d
Aug 26
0
NEW-10HELOC
LennyHITL ready
Sofia Rangel
$45,000
Primary residence · member since 2009
HEP
ATAlyssa Navarro
4/4
6d
Aug 27
0
NEW-6Credit Card
Robert S****
$10,000
Cashback Rewards Visa · member since 2023
CLP
ATAlyssa Navarro
4/4
6d
0
NEW-20Credit Card
Heather P****
$5,000
Cashback Rewards Visa · member since 2023
CLP
ATAlyssa Navarro
4/4
2d
0
NEW-8Personal
Thomas Y****
$5,000
OVERDRAFT PROTECTION · member since 2023
APR18.70%
CLP
JBJacob Ibarra
4/4
6d
0
NEW-15Motorcycle / RV
Shawanda S****
$72,876
RV / powersport · member since 2023
APR6.94%
CLP
ATAlyssa Navarro
5/5
2d
0
NEW-22Credit Card
Linda V****
$20,000
Cashback Rewards Visa · member since 2023
CLP
JBJacob Ibarra
4/4
1d
0