Best Presentation Design Agency

1
Consumer
2
Consumers Fill out
Submit
3
Area Preferences by CU
Loan Application Submitted Through Auto Sites
Member member number
Experian / TU / Equifax
Approved
Declined
Non-Member Preference
Pre-Approval or Approval

• Loan Application
• Loan Status
• Loan Processing
• View / Edit guidelines
• View / Edit Rates
• Servicing pipeline
• Processor management
• Dealer management
• KBB Connectivity
• Credit Connectivity

Credit Union System
Contact Consumer
Interfacing with the CU System
See Next Page
4
Declined From First Refence CU
Secondary CU 1) Rule/Guidelines
2) Rates

• Loan Application
• Loan Status
• Loan Processing
• View / Edit guidelines
• View / Edit Rates
• Servicing pipeline
• Processor management
• Dealer management
• KBB Connectivity
• Credit Connectivity

Approved
Declined
Pre-Approval or Approval
Another Secondary CU
Approved
Contact
Declined
Pre-Approval or Approval
Contact
5
CU
Member member number
Non-Member Preference
Approved
Declined

• Notification by E-mail
• Rates
• Maximum Loan Amount
• Bank Contact Person name
• Additional Disclosures

Notification by E-mail gt Regular mail Disclosures
Credit Union System
Consumer
Consumer