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 of running the offer for a batch of members, make the Query for just a single employee account or a group of employees. Sending a test offer helps to ensure that all key data elements are correct.

When verifying your test offer, we recommend verifying the items below and any others you feel are key data points.
  • Interest Rate
  • Loan Amount
  • Term
  • Disclosure
  • Late Payment Verbiage
  • Collection Cost Verbiage
  • MLA verbiage

Once you have identified that your offer is as expected, then it is time to run the offer for the entire membership.