1Click Relationship Offers

Are you looking to bolster your lending portfolio? Do you want to do business with your members and put loans on your books while at the same time providing them with the ultimate convenience of internet solutions? 1Click Relationship Offers allows your credit union to offer instant loans based on one of the most important factors: the members relationship with you! Using our CLR Path Decision Advisor, you can offer different approval amounts based on a member’s CLR Path score range. Members also have the benefit of selecting a lower amount than what they are approved for.

1Click Relationship Launch Worksheet

Important Reminders:

• After the offers are configured, we recommend having an employee look at the offers in online banking to make sure everything looks as expected (if possible).
• The ‘My Offers’ module will need to be active in CU*Publisher as well. 1Click Relationship offers will not show within a banner &  offers will need to be accessed via this module.
• Each new 1Click Campaign may require a new form to be programmed. Please contact the Lender*VP team for assistance if needed.