New Hampshire Mutual - Q2 Lending User Guide

Page 63

NH Mutual Bancorp

Q2 Lending User Guide

…as well as what browsers applicants are using to apply online, the ratio of online versus mobile applicant submission and more. Q2 Lending does not resell Pendo (FIs must purchase Pendo separately) and implementation of Pendo requires an additional implementation and setup fee, so if you’re interested in using Pendo, we will need to submit an RFQ.

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

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

2min
pages 88-92

Describe the ongoing digital experience for the banker/back office

6min
pages 72-86

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

0
page 87

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

4min
pages 66-71

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

1min
pages 63-65

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

1min
pages 61-62

Digitizing our credit policy — Product configuration, creating segments

12min
pages 2-16

How does decisioning/routing/pricing work?

7min
pages 17-29

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

1min
pages 41-42

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

4min
pages 57-60

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

1min
page 43

What is not automated in your solution?

0
page 46

What does the exception process look like?

3min
pages 36-40

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

1min
pages 44-45
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