Jump into a Dashboard Dive: Loan Portfolio Concentrations Risk/Loan Concentrations by Member

Jump into a Dashboard Dive: Loan Portfolio Concentrations Risk/Loan Concentrations by Member

Join Keegan Daniel, VP of Professional Services at CU*Answers, for a Dashboard Dive! This analysis dashboard lists statistics on loan categories and purposes of the loans included in a segment by total balance, percentage of total balance, and percentage of net worth.  You can view the following statistics of the loans included in the segment:… Read more »

Jun 23, 2017

Check Out the Xtend Webinars Coming Your Way!

Check Out the Xtend Webinars Coming Your Way!

Coming Up Next Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge. Wednesday, June 28 2:00 PM – 3:00 PM ET RevelTV With their unique Channel Valet™ service, RevelTV’s experienced technical… Read more »

Jun 22, 2017

Join Us for the June Tricks of the Trade Webinar!

Join Us for the June Tricks of the Trade Webinar!

Scheduled for Tuesday, June 27 from 3:30-4:00 PM ET, the interactive and engaging June Tricks of the Trade webinar will give you an in-depth look at documentation related to 17.05 release enhancements to Automated Non-Returns, Miscellaneous Account forms and the new Reassigning Tracker Follow-ups feature. Attending is easy! No registration is required for this drop-in webinar. Simply join… Read more »

Jun 20, 2017

Lender*VP Forms is ready to assist with Military Lending Act (MLA) credit card form changes

Lender*VP Forms is ready to assist with Military Lending Act (MLA) credit card form changes

Do you have credit card forms mapped in CU*BASE? This is a reminder that the Military Lending Act (MLA) compliance effective date for credit card accounts is October 3rd, 2017.  Please be sure to check with your forms vendor to verify your credit card forms are in compliance. Contact Lender*VP Forms You can also reach… Read more »

Jun 20, 2017

ProDOC Upgrade coming on 6/20

ProDOC Upgrade coming on 6/20

On the morning of 6/20/17, ProDOC 7.3.5.19 will be released to CU*Spy Images clients utilizing eDOCSignature for eSigning.  This update addresses the previously discovered problem of eSign documents failing to complete. When your staff launches ProDOC, they will be prompted to upgrade.  Clicking ‘Yes’ will start the upgrade, then restart ProDOC when it’s complete.  If… Read more »

Jun 19, 2017