This enhancement will be implemented for all credit unions on January 28th, 2024.
Using Tool #475 Loan Workflow/App Controls, you can elect to send your incomplete online banking loan requests to show as a loan lead in Tool #13 Work Online Banking Apps/Requests. (Refer to the help topic below for more details.) When you configure the sending of the incomplete apps to Tool #13, you also must enter a number in the 'Retain loan leads in the online request queue for xx days' field.
Loan leads are purged on the second Saturday of the month. At that time, Incomplete Home Banking applications (loan leads) for the configured number of days (or more) are purged from the LNAP table and related tables and will no longer appear in Tool #13.