There are multiple ways to do this, but here's one of our favorite methods.  
  1. Launch Tool #1855 Lending Opportunities Dashboard
  2. Use the Loans to Analyze button
  3. Choose a loan type from the list (Auto Loans, Mortgages, Credit Cards, Unsecured, or Other Secured) and use Enter to return to the dashboard
  4. The top two thirds of the screen shows statistics from your portfolio for that type of loan
  5. The bottom third of the screen will show opportunities, divided into two groups: members without that type of loan, and members eligible for their next loan of the same type
  6. Click the sypglass lookup button next to any group to either export that group of members for Member Connect communications (emails, etc.), or to view Common Bonds for those members via the suite of Common Bonds analysis dashboards.
Want some advice on how to use CU*BASE data to find and harvest opportunities for your credit union?  Contact the Asterisk Intelligence team (AI@cuanswers.com) or visit us in the store:  https://store.cuanswers.com/asterisk-intelligence/