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Tips from Lender*VP: Recommendations for Credit Unions that Utilize 1Click Offers
For all 1Click Offer users in the network, Lender*VP would like to remind you of the following recommendations prior to sending out offers to members: Before you run your batch flood to your membership, it is important to run a test offer. This is done in a similar manner as defining your offer, but instead… Read more »
New DealerTrack Dashboard: Check Out the Features Now Available
The following announcement applies to credit unions who use DealerTrack for Indirect Lending DealerTrack recently launched their new Dealer Match Dashboard, which is now available to users. The DealerMatch Dashboard enables seamless creation of temporary partner-dealer matches in real time, allowing a dealer partner to submit credit applications the same day. This new dashboard also… Read more »
Join Lender*VP for a Conversation on Loan Application Workflow
Join Lender*VP for our upcoming Conversation On Loan Application Workflow in CU*BASE! Join your network peers for a discussion on how they currently manage loan application workflows, which elements are working well, and where the workflow might benefit from changes. Have questions or feedback that you’d like to share? We encourage you to present these during this… Read more »
Learn All About the New Credit Card Loan Application – Join One of Our Training Sessions
In December, a new credit card loan application for It’s Me 247 desktop and mobile banking was made available for all credit unions that support online credit cards. Many credit unions have already taken advantage of new features including the improved member workflow, options for tailoring the application, opportunities for marketing to targeted members, and… Read more »
Recommendations from Lender*VP – Document Retention for Denied Applications
What is your credit union’s current retention plan for documents relating to denied applications? Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months. Relevant… Read more »
Join Lender*VP for a Conversation on Loan Application Workflow
Join Lender*VP for our upcoming Conversation On Loan Application Workflow in CU*BASE! Join your network peers for a discussion on how they currently manage loan application workflows, which elements are working well, and where the workflow might benefit from changes. Have questions or feedback that you’d like to share? We encourage you to present these during this… Read more »
What’s the Latest from Lender*VP? A Quick Look at Hot Topics in Lending
Current Hot Topics in Lending. If you missed our recent announcements, check out our handy recap in this edition of the Lender*VP Newsletter! Here Comes the Next Collections Roundtable! Thursday, February 20th 9:30 AM – 12:00 PM ET, 1:30 PM – 4:00 PM ET Register Today Join Lender*VP for a Conversation on Loan… Read more »
Here comes the next Collections Roundtable!
Get Ready for the Next Collections Roundtable! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes. This quarter’s roundtable session will be hosted virtually. Join us for the first session of the 2025 Collections Roundtable Series – for whichever session you’d like, or both! Click… Read more »
Take Advantage of the 1Click Autopilot Program!
1Click Loan Offers are already easy for your members to take advantage of, so why not make them easy for your staff too? With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking… Read more »
Join Lender*VP for a Conversation on Loan Application Workflow
Join Lender*VP for our upcoming Conversation On Loan Application Workflow in CU*BASE! Join your network peers for a discussion on how they currently manage loan application workflows, which elements are working well, and where the workflow might benefit from changes. Have questions or feedback that you’d like to share? We encourage you to present these during this… Read more »
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A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
Take Advantage of the NEW 1Click Autopilot Program!
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
In Case You Missed It…
Take a look back at some important topics from the first half of February 2025! View Topics
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