Create Batch of 1Click Loan Offers (Entry Screen)
Screen ID: Screen Title: Panel Number: |
ONECLKLN-01 Create Batch of 1Click Offers 6993
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Access this screen by selecting Tool #1340 Configure 1Click Offers.
Helpful Resources
Overview: 1Click Offers, 1Click Offers (My Loans/My Way) booklet
Screen Overview
This screen allows you to begin the process of creating a batch of 1Click Offers in online and mobile banking for the member. These offers also appear in the 1Click tab in the LOS Loan Queue (Tool #2).
Follow the directions to enter data in the Field Descriptions section below. If you select a closed-end loan product you will next advance to the screen where you enter the rate and payment details. If you select a credit card product you will advance to the screen where you enter the instructions for the terms and conditions for the offer.
Field Descriptions
Field Name |
Description |
Table name in QUERYxx for the list of member account base numbers |
Enter the name of your table you created specifically for the 1Click Offer program.
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Loan product code |
Enter the loan product code to be used for the offer or use the lookup to find the code.
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Disbursement limit/Loan Amount |
Enter the disbursement limit associated with the 1Click Offer. This is a required field for all offers.
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Use banner ad |
Leave this field checked. |
Online self-service form for signing |
(Optional field) This allows you to add a form to the 1Click Offer acceptance process. Only loans configured for online banking (OL) are allowed. |
Additional forms |
(Optional field) This allows you to add additional forms to the 1Click Offer acceptance process. Only loans configured for online banking (OL) are allowed.
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Processing fee |
(Optional field) Enter a fee that the member will pay when they accept the offer. This fee is taken from a separate account at the time the member accepts the offer and is not included in the loan or credit card balance. |
Fee G/L |
Enter the G/L to use with the fee. |
Fee transaction description |
Enter the transaction description for the fee. |
Default approval ID |
Assign a default approval ID for 1Click Offers. The lookup will only show employees who have underwriting authority in their special security (Tool #327). The approval ID will appear in Offer Details, and will populate the ID in the member file. If no Default approval ID is entered, the Employee ID of the person who created the 1Click Offer will continue to be associated with the offer/loan. |