Client News provides the information you need to stay current with what’s happening.
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ProDOC Sunsetting in October – Resources for Transitioning to CU*Forms
ProDOC will be sunsetting in October 2026. To ensure a smooth, uninterrupted experience, all credit unions currently using ProDOC will need to transition to CU*Forms prior to that date. We understand that a change like this requires planning, and we are committed to making the move as seamless as possible. We encourage you to begin… Read more »
Don’t Forget! There’s Still Time to Join the 26.10 CBX Release Beta Pool!
Earn up to a $3,000 CollabRebate* for testing new CBX tools and features coming with the 26.10 release! Learn more about enhancements coming in the October release, eligibility requirements for joining the beta pool, and what you will need to do to receive the CollabRebate reward. Interested in joining the Beta Pool? Use the link… Read more »
Two for Tuesday with CEO Geoff Johnson – 7/28/2026
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics. Have a question for Geoff? Have a question for Geoff? We’re gathering questions for possible inclusion in future episodes of Two for Tuesday and… Read more »
Mobile 9.0 Coming Soon: Authentication Updates and MACO Re-enrollment
In August, we will begin the rollout for Mobile 9.0, which will include some big changes for both the MACO authentication process as well as changes to the EULA presentation and re-enrollment in MACO services. These changes will happen throughout August in Phase I and Phase II, and will apply to both It’s Me 247… Read more »
Rescheduled: Conversations On What’s Next for CBX
Previously scheduled for Thursday, July 30th, our latest Conversations on What’s Next for CBX event has been rescheduled for Tuesday, August 25th. If you already signed up for the July 30th session, please note that your registration will automatically carry over to the new date – there is no need to re-register. If you have… Read more »
Conversations On Education – Understanding the Basics of IRAs in CBX
We invite CUSO educators to engage in our latest Conversation on Education! Join us for a discussion on techniques for educating both credit union staff and membership about the basics of IRAs. Our goal is to create a space where credit union professionals can confidentially discuss pain points in their current procedures, and seek advice from… Read more »
2026 Education Spotlight – Opening Memberships/Accounts
This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when opening memberships and accounts. The course also touches on using CU*Forms when opening memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #3 Open/Maintain Memberships and Accounts…. Read more »
Check Out the New Resources Featured in this Edition of Documentation Digest!
Documentation Digest is your go-to knowledge base for questions relating to software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Click on the links below for a deeper dive into each item, and don’t forget to share… Read more »
Lender*VP and Xtend are Here to Help with Mortgage Servicing & Escrow Processing
Did you know that Lender*VP offers mortgage servicing and escrow processing services in collaboration with the Xtend Mortgage Servicing team? Let us put our team of experts to work for you! We make it easy for you by providing the following services: Escrow Processing Pay escrow bills Run annual escrow analysis Reporting on bills becoming… Read more »
2026 Education Spotlight – Closing Memberships/Accounts
This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when closing memberships and accounts. The course also touches on using CU*Forms when closing memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #22 Close Memberships/Accounts. Navigate CU*Forms… Read more »
CUaxis Credit Unions: Join Us for Our August Education Series!
Attention CUaxis credit unions: CU*Answers will be hosting a special series of educational courses in August, where we will explore services and features available to your organization. These courses will be held between Monday, August 17th and Thursday, August 20th. Register now using the button below. Register Today
Two for Tuesday
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
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