Product Update: January 2024
1/1/24
Use ZIP Code as Membership Criteria
Platform
Branch and Consumer Portal
Availability
All partners going live with DAO
What is this feature?
With this feature enabled you can auto-assign the applicants to FOM eligibility criteria. If the applicant lives within a ZIP Code range, they will skip the eligibility screen and will be auto-assigned.
How to use?
Share a ZIP Code range with your CSM/IE so they can implement the solution. Once applied, make an application with a ZIP Code within that range.
Important things to know
This solution only accounts for ZIP Codes to be flagged in the auto-assignment eligibility feature.
Open accounts without any Funding needed
Platform
Branch and Consumer Portal
Availability
All Partners Going Live with DAO
What is this feature?
Accounts can be opened without the requirement of a minimum funding transaction.
How to use?
Set up an account without the funding requirement, once that is done go ahead and open an application with this account.
You can still fund the account but it is not mandatory.