1Click “How-To” Training

$100.00 ^{/ per hour}

Ready to launch a 1Click Offer but not sure where to start? In this engagement, the Lender*VP team will do a high level overview of the steps you need to take to launch a 1Click Offer! We will also provide you the worksheets and checklists you can use to make sure you’re staying on track. We will also provide you a demo of what it looks like on the member side. This does not include the 1Click Offers query. If you would like query training, please contact our Asterisk Intelligence Team.

Duration

1 hour

Consulting or Custom Training

Custom Training

Designed For

This engagement is designed for credit unions that want to learn how to do the 1Click process on their own for their future campaigns.

Requirements

The 1Click Offers product is designed for Credit Unions with eDOCSignature and either the Enhanced Online Vault or Release Management with Imaging Solutions. Credit Unions that do not have these services may not be able to take full advantage of this product or will be required to perform manual steps, such as downloading the documents.

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