Client News provides the information you need to stay current with what’s happening.
You may also want to check out the press release section.
You may also want to check out the press release section.
Good Faith Estimate and Settlement Statement Mortgage Forms will be sunsetting with the 22.10 Release in October. Prior to October 3, 2015, The Good Faith Estimate (GFE) and HUD-1 Settlement Statement forms were the standard mortgage forms used by CU*Answers. These forms have since been replaced with the Loan Estimate and Closing Disclosure (TILA/RESPA Integrated… Read more »
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.
Check out a video recording from the Earnings Edge team as they discuss CU*BASE Loan Participation! Learn about the various configurations available, explore the many benefits of using the Participation Lending software, and how Earnings Edge can assist your credit union in utilizing this system. View the Video If you’re interested in getting started with… Read more »
CU*BASE offers robust toolsets that can help maximize your efforts to reach targeted groups of members, track your activities and increase revenue. Among these are Marketing Clubs, Tiered Services and Cross Sales, just to name a few. How long has it been since your credit union took a deeper look into your sales tools? Maximize… Read more »
The Asterisk Intelligence Team is excited to present the AB_22.06 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, June 19! This release features: Refreshed dashboard standards on FIVE more dashboards to upgrade charting and display 10 Year Trends and 3 Year Balance Comparison get a full facelift Plus, new multiple-select filtering options, updated… Read more »
As of June 2022, there are open positions available with the Xtend Shared Branching Advisory Committee. If you would like to have the opportunity to sit on the Shared Branching Committee, please submit your resume and a cover letter to Kim Hall via email at kim@tricu.org, please include ‘Xtend SBC Resume’ in the subject line…. Read more »
Processing a Loan Request for a Non-Member Need a quick way to show your staff how they use CU*BASE to process a loan request for a non-member? Refer them to this video, which has been viewed 654 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »
Attention administrators: want to learn how to manage online learning opportunities for your employees? Or need a refresher on additional functionality available in the TLC 360 Learning Center? Join us on one of the following dates for a brief training webinar! Tuesday, July 12 2:00 PM – 2:30 PM ET Tuesday, August 16 2:00 PM… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Join Us for a Roundtable Recap! Attend the Roundtable Recap to hear about hot topics that were discussed at the most recent Collections Roundtable on June 8th. Use the link below to register! Wednesday, June 22 3:00 PM – 4:00 PM ET Join the Webinar