Quote CD Rate

This topic shows you the steps to quickly and easily quote a CD rate for a member.

 

  1. Select Rate Inquiry (F7) from any Main Menu screen.

  2. Select the Certificates button in the middle.

  3. In the Current Certificate Types list, find the CD type and term the member would like, and then tell the member the rate that is listed.

Additional Resources

Related Topics: Answer Member Questions

Refer to CU*BASE online help to learn more about quoting CD rates.

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