Member origination
Create a clear joining journey that captures the right information and connects it to the systems your team already uses.
- Bespoke joining forms
- Branded, responsive journeys
- Submissions sent through APIs
✦ Member origination + lending
Applications members want to complete.
Custom member and loan application journeys. We connect them to your core and other systems through APIs.
Designed around your process
Connected through APIs
Optional validation checks
CU Your Credit Union
Secure application
Let’s confirm your details
We already have some of this information, so you do not need to enter it again.
Alex
✓Morgan
✓14 Community Street, Glasgow
✓alex@example.com
✓07•• ••• ••42
✓ Address found
Contact details valid
Illustrative application preview
Core data connectedLess typing for members
Checks completedBefore submission
Two essential journeys
Joining and borrowing, designed for your members.
We shape every form around your process, your products and the information your systems need.
Loan applications
Build a loan journey around each product and pre-fill existing member information when connected to your core system.
- Forms for each loan product
- Member information filled in
- Optional checks during the application
Connected through APIs
Connect applications to the systems you already use.
We use available APIs to connect origination and loan forms to your core and other platforms. Information moves to the right place and members do not have to enter the same details twice.
CU AppsApplication journey
Core systemMember data and submission
Validation servicesOptional checks
Third-party platformConnected through APIs
Your teamOne connected process
Custom by design
Forms that fit the way you work.
We work with your team to create a clear journey based on your requirements. It will feel like part of your organisation, not a generic form.
Capture the information you need
Questions, branching and supporting information can be shaped around your specific member and lending processes.
Make it easier for existing members
When connected to your core system, information you already hold can be filled in instead of asking members to type it again.
Consistent with your brand
Forms are designed to feel trusted, clear and recognisably yours across mobile and desktop.
Send information to the right system
Available APIs can pass application information into the other tools your team depends on.
Optional validation checks
Check key details as members apply.
Add the checks that make sense for your process and leave out the ones that do not.
Bank account checks
Validate bank account details during the application journey.
Postcode lookup
Help applicants find and enter their address quickly and accurately.
Phone validation
Check phone number details before the application is submitted.
Email validation
Validate email details as part of a cleaner application journey.
Checks are optional and can be selected around the needs of each journey.
Built with you
From your process to a finished journey.
We handle the design and integration work while keeping your team involved in the decisions that matter.
Understand
Map your current process, products, requirements and systems.
Design
Create a clear application journey around your members and brand.
Connect
Integrate with your core and third-party systems through available APIs.
Launch
Test the full journey and put it in front of your applicants.
Questions, answered
The practical bits.
Every organisation’s application process is different. That is why we start with the journey and systems you already have.
Are the forms custom?
Yes. We design the member and loan application journeys around your products, questions, process and brand. You will not be forced into a generic form.
Can you connect to our core system?
Yes, where the system provides suitable API access. A core connection can allow existing member data to be securely pre-filled and application information to move between systems.
Can you integrate with other third-party platforms?
Yes. We can connect to third-party systems through their available APIs and shape the data flow around your process.
Which validation checks are available?
Optional checks can include bank account validation, postcode lookup, phone number validation and email validation.
Do we need to use every validation check?
No. The checks are optional and can be selected according to the requirements of each application journey.
Will member information be pre-filled?
For existing members, information can be pre-filled when the journey is connected to your core system and the required data is available.
Made to fit your process
Make joining and borrowing feel easier.
See how CU Apps can design a better application journey and connect it to the systems your team already uses.
Book a personalised demo →