Consumer Banking Suite Discussion
Unify your customer experience
- 4 Topics
- 4 Replies
Are you new to Consumer Banking? Want to learn more? There are some great training resources available to get you up and running with Consumer Banking Suite:⏱ Bite Size Training Videos 🎥 Consumer Loans: Account Activation Learn how to activate your account, review your profile, and set up your team. Consumer Loans: Pipeline View Introduce Consumer Banking pipeline and customize your pipeline. Consumer Loans: Application Form Navigate application page and start to create new loans. Consumer Loans: Invite Applicant Invite and send personalized email invitations to your Applicant. Consumer Loans: Email Applicant Invite Edit the applicant's email address and resend the invitation email. Consumer Loans: Applicant Hub Demonstrate the applicant hub experience from customer's perspective. Consumer Loans: Applicant Experience Demonstrate an example of the milestones of the online application experience. Consumer Loans: Follow-ups Learn more about Follow-ups that generate onc
Occasionally consumer banking customers run into an issue where their address is not recognized as valid in the application workflow. It appears to me that the only recourse they have if this happens to them is to use an alternate address (which often is not feasible) or to abandon the application altogether. Has anyone else experienced similar issues with consumer banking customers? Is it possible to bypass this feature or enter an address “as written” rather than being limited to what Google considers valid?
Hello!How do your branch users communicate with your the loan processor about about on a loan? Our branch users don’t have access to encompass and we are using an outside ticketing system but looking for a more efficient way. We are hoping that Blend will be able to get the notes to sync back and forth with encompass but until that happens, we want to hear what everyone else is doing. Thanks! Trang
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