New Hampshire Mutual - Q2 Lending User Guide

NH Mutual Bancorp

10355 Pecan Park Boulevard | Austin, TX 78729 | Q2.com

Q2 Lending User Guide

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What are the processes/tools for monitoring the portfolio and individual loans?

Describe the ongoing digital experience for the banker/back office

What training is required in bank channels? How is ongoing support provided?

How are the channels integrated: for the customer/for the banker?

Describe the digital user experience for transitioning across channels (branch, online, mobile, etc

What reporting is given for usage/abandonment rates at each step of the application process? How do we prompt for half-started applications?

Digitizing our credit policy — Product configuration, creating segments

How does decisioning/routing/pricing work?

How does rolling-out, reviewing, and early tuning of the policy work?

What is the timing start to finish for the customer to successfully complete a SBL application? Time to open a business deposit account?

How do we monitor, track, and implement changes related to all aspects (forms, processes, etc.) of the SBA guaranty programs?

What is not automated in your solution?

What does the exception process look like?

How does our product work with the bank to monitor and manage the credit policy?

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