First things first, CU Ratecheck was not designed to replace your current online application service, it is meant to enhance it. By utilizing any of our strategically developed quick apps, you will be able to offer your members the opportunity to start the loan process in 60 seconds or less. More leads are realized as sensitive questions that lead to high abandonment rates are eliminated.
everyone is now a
Imagine a typical day at your credit union. Tellers are busy, the lobbies are full and loan officers are meeting with members. So what happens when someone calls to inquire about an auto loan? Are they sent to voicemail? Maybe their info is written down on a post-it note. Is it possible their call is never returned? With CU Ratecheck, any of your employees can quickly and easily begin the loan process, insuring follow-up and customer satisfaction.
We understand that different credit unions have different needs and a one-size-fits-all approach may leave a bit to be desired. In order to address this, we have developed the capability to build custom forms that fit your specific needs. Want a custom form for student loans? Done. How about a custom form for your signature loans? Not a problem. If it’s important to you, we can find a way to make it a reality.
Contacted can streamline all external member inquires to ensure they are handled appropriately and in a timely manner. With a simple online form, the user will indicate the department that is most appropriate to answer their request. Once submitted, employees in the selected group will be notified of the new inquiry and will notate how it is being handled. Save time, optimize efficiency, increase accountability & improve member service with Contacted from CU Ratecheck.
There are few things that damage your bottom line more than a missed or unrealized opportunity. CU Ratecheck’s back-end software ensures that every lead that enters the system is trackable and reportable. Through the use of our custom CRM, all communication can be easily documented to increase efficiency, while each phase of the loan process can be monitored, helping project future revenue and ROI.
Can your members request to skip a loan payment in under one minute without having to speak to anyone? If not, simplifying the process may lead to more utilization. Simply place CU Ratecheck’s Skip-A-Pay form on your website or in an e-mail blast and watch the requests roll in. If Skip-A-Pay is a fee-based service for your credit union, making it easier for your members to take advantage of it means more revenue for your institution.
CU Ratecheck’s retail financing module makes it easy to generate leads from your retail partners. In addition to providing their customers with a fair and local financing option, this will give your current and future retail partners a simple way to funnel quick apps directly to your credit union. This flexible tool can be customized to fit your needs and can also be pulled through an I-Frame or API.