Discovery & Match - Job AidOnline version Matching product solution with information captured in Discovery Tool by Felipe Cofino 1 Auto Loan 2 Personal Loan 3 Credit Card 4 Home Equity 5 Mortgage Member has higher rate on existing Auto Loan Member intends to buy new or used car Member has high interest loans or needs to lower their monthly payment(s) Member needs to finance an expense that can't be used as collateral Fixed, Longer Term Need Member needs to build credit Member is interested in rewards Member has short-term cash flow need Member has equity in home and wants to consolidate longer-term debt at a low cost Member is concerned about how to pay for kids college expenses Member has higher rate on an existing mortgage Member needs additional cash or a restructure of payment on existing mortgage Member is purchasing a new home