Digital Account Opening (DAO)

Activity Trail for Core-Driven Closures - Applications closed by a core sync event now include an activity trail entry, giving staff visibility into when and why an application was closed.

Upcoming

A major Reporting & Analytics overhaul is rolling out to production on June 4th: a redesigned analytics dashboard with date, membership type, and channel filters; a new Activity Trail CSV export for loading raw data into Power BI, Tableau, or a data warehouse; and new filters and columns across the Applications and New Shares reports. Read more in the last change log post and join the live webinar on Thursday, June 4th at 4:00pm ET. Read more →

Also coming soon:

• Manual ID Entry for Dashboard Applications - Staff will be able to manually enter government-issued ID information when creating applications on the dashboard. Read more →

• Automatic Transfers for Foundation Eligibility Types - Foundation fees can be set to collect from applicants automatically; previously, applicants could be charged but fee collection was manual. Read more →

• Applicant Tasks - Staff can send document or information requests directly to members within Glide. Applicants see tasks in their portal, get reminders, and can respond from any device, while staff track outstanding items across all applicants on a membership in one place. Read more →

Digital Loan Application (DLA)

Create and Edit Loan Applications in Staff Dashboard - Staff can now create new loan applications and edit in-progress ones directly from the dashboard. All loan types are supported today, with HELOC and HEL coming soon.