1. Strategy
1.1. Pricing Committee:
1.1.1. Prep Committee 1 Month Ahead of Offer Request with strategy/statistics
1.1.2. Request Approval of Offer- LTV/Term/rate, etc.
1.2. KICKOFF
1.2.1. Puyallup RV Historical Statistics (results) & Estimated Impact
1.2.2. Set Pre-Screen Criteria (risk)- Marketing & Credit Bureau
1.2.2.1. Lending to Submit Raddon Request to Marketing
1.2.3. Confirm Timeline with stakeholders: vendors, Lending Leadership, Marketing, Service Delivery Leaders, Compliance.
1.2.4. Review NTO's & Did Wells from Previous
1.2.5. Event Plan- Staffing, Materials, Activities?
2. Vendor Managment
2.1. Credit Bureau: TransUnion
2.1.1. Prescreen Job
2.1.1.1. Marketing Pulls Direct Mail/email list per Raddon Request
2.1.1.2. Puyallup RV Lending to QC data file
2.1.1.3. Marketing sends file to Credit Bureau with record count
2.1.1.4. Credit Bureau reviews file & develops OSL & screening Criteria
2.1.1.5. Lending reviews/approves OSL, including completion dates and screening criteria
2.1.1.6. Puyallup RV Credit Bureau sends Final Layout & reports to WSECU; Data file to Mail House
2.1.2. Timeline- 4 weeks to process at TU
2.1.2.1. OSL Delivery?
2.1.2.2. Data file From Credit Bureau to Mail House & Final Reports?
2.2. Mail House: Kaye Smith
2.2.1. Puyallup RV Statement of Work
2.2.1.1. After OSL received from Credit Bureau develop SOW and send to Kaye Smith for estimate and timeline
2.2.2. Timeline- 4 weeks to process from File Delivery by TU
2.2.2.1. Data File from Credit Bureau?
2.2.2.2. Artwork/Envelope/Mailing details?
2.2.2.3. Data proof QC- Delivery & Due Date?
2.2.2.4. Letter Proof QC- Delivery & Due Date?
2.2.3. Message (letter/email)
2.3. Dealership/MHRV
2.3.1. Contracts
2.3.2. Timeline
2.3.3. Marketing/Message
2.3.3.1. Branding- show sponsor, logos, what media tools?
2.3.3.2. Marketing Materials- take ones, giveaways?
2.3.4. Event Management
2.3.4.1. Activities
2.3.4.1.1. Presentation
2.3.4.2. Supplies/booth space
2.3.4.2.1. Responsbilities
2.3.4.3. Scheduling/Access
2.3.4.3.1. Parking
2.3.4.3.2. Event entry/tickets
2.3.4.3.3. Personal belongings/dress code/drawing or giveaway details
3. Quality Control
3.1. Compliance
3.1.1. Review Strategy/Offer
3.1.2. Review Screening Criteria
3.1.3. Review Message/Disclosure
3.2. Consumer Lending
3.2.1. Offer- Matches Lending Guidelines
3.2.2. Message/Offer Matches Pricing Approval.
4. Communication
4.1. Service Delivery/Contact Center
4.1.1. Message (sample)
4.1.2. Dates/Offer/Contacts (Op Details)
4.1.3. Timeline
4.1.4. Internal Promo (if any)
4.1.5. Event Details
4.1.5.1. Staffing- scheduling/cost
4.1.5.2. Expense Reimbursement
4.1.5.3. Event Duties/Expectations
4.2. Lending
4.2.1. Message (sample)
4.2.2. Dates/Offer/Contacts (Op Details)
4.2.3. Timeline
4.2.4. Internal Promo (if any)
4.2.5. Event Details
4.2.5.1. Staffing- scheduling/cost
4.2.5.2. Expense Reimbursement
4.2.5.3. Event Duties/Expectations
4.3. Compliance
4.3.1. Message (sample)
4.3.2. Timeline
4.4. Marketing
4.4.1. Message (sample)
4.4.2. Dates/Offer/Contacts (Op Details)
4.4.3. Timeline
4.4.4. Event Details
4.4.4.1. Staffing- scheduling/cost
4.4.4.2. Expense Reimbursement
4.4.4.3. Event Duties/Expectations
5. Execution
5.1. Technology
5.1.1. Lending Origination Systems (LPQ/CUDL)
5.1.2. Symitar (Comments/tracking records)
5.1.3. Op Details on SharePoint
5.1.4. Messaging on FEBE
5.2. Mail/Email Drop
5.3. EVENT
5.3.1. Staffing
5.3.2. Materials/Supplies delivered/picked up
5.3.3. Duties/expecations at event
5.3.4. Wrap up- expense reimbursement/payroll
6. Reporting
6.1. Results
6.1.1. 30-60-90 day results
6.2. Performance
6.2.1. Campaign Code reporting