New Retailerdirect Setup Form

Please fill out the information below to begin your request.

What is Retailer Direct?

Retailer Direct is the CU*Answers end to end lending solution, primarily for those businesses that don't have a big name financing platform. Retailer Direct provides a web portal for retailers to submit loan applications directly to your CU*BASE application queue. Your underwriters can work the application, and their decision is sent back in near real time to the retailer, so they can close the deal with their client.

Features

  • Retailer Direct is a portal between you and your retailer, ensuring their financing needs are fulfilled only by your institution.
  • Applications are submitted directly to your CU*BASE application queue
  • Loan decisions are sent back to the retailer's portal
  • The retailer can generate forms based on your decision, right from their office

The Process (Existing)

After you complete this form, our teams will go to work to begin building your site. We will reach out to you for acceptance of pricing and terms, along with any questions we might have about your information.

  1. Complete the form below and submit it!
  2. Our team will contact you for acceptance of pricing and questions
  3. If you're already a Retailer Direct client, one business week after we've received completed information, we will send you your new site information.

The Process (Brand New)

If you've never had a Retailer Direct site, the process is only slightly different. After you complete this form, our teams will have some more questions for you regarding what forms you'd like to use for your new retailer.

  1. Complete the form below and submit it!
  2. Our team will contact you for acceptance of pricing and questions
  3. After our team has received completed information for your new retailer, as well as any forms being used. In most cases we will deliver your site within 30 business days, unless significant customization or form mapping is required.

The Cost

The Retailer Direct platform has two primary costs associated with it. There is an initial build cost of creating the site, and a per application cost for each loan application that is submitted.

When You're Billed How Much
Brand New Client (Includes first retailer) $1500
Additional Retailer Setup $500
Per Application $.50

Credit Union Information

Please complete the information below about your CU

Please enter the full name of your CU.
Please enter your CU number and corp ID (Usually 01). (e.g. 86001)
Who is the primary contact for this request?
What phone number can we reach them at?
What email address can we reach them at?
When certain events happen, such as new loan application submissions, the system sends a notification email. Where would you like these sent? (typically a distribution group)

Do you have existing Retailer Direct Sites?


Type of loan

Please note, Retailer Direct allows one loan type per site.

Forms


Retailer Information

Please enter the following information regarding this retailer.

Please enter the full name of your new retailer.
Please enter the URL of your new retailer's website. (https://testdomain.com)
Please enter the maximum age of collateral allowed for this retailer. (If left blank, default limits will apply)
Please enter the minimum age of applicants allowed for this retailer. (If left blank, default limits will apply)
Please enter the minimum amount for loans allowed from this retailer. (If left blank, default limits will apply)
Please enter the maximum amount for loans allowed from this retailer. (If left blank, default limits will apply)
If you have an existing RD site that this site would be modeled after, please list the name of the existing site.

Automotive Product Configuration

Please fill out the fields below to indicate what product codes you would like associated with each model year range, and requested term for new, used, or demo vehicles.

Other Product Configuration

Please fill out the fields below to indicate what product codes you would like associated with each loan dollar amount range, and requested term for new, used, or demo vehicles.

Marine Product Configuration

Please fill out the fields below to indicate what product codes you would like associated with each model year range, and requested term for new, used, or demo vehicles.

Motorcycle Product Configuration

Please fill out the fields below to indicate what product codes you would like associated with each model year range, and requested term for new, used, or demo vehicles.

RV Product Configuration

Please fill out the fields below to indicate what product codes you would like associated with each model year range, and requested term for new, used, or demo vehicles.



After submitting this document, our team will contact you to ensure we have everything we need to complete your request.

Contact Us!

If you have any questions, or need any assistance getting this form completed, please Contact Us