During the week of September 21, 2020, the management staff from Monroe Community Credit Union worked with the Earnings Edge and Lender*VP teams to review CU*BASE configurations, workflow processes, and best practices. This style of tune-up is a two-day on-site engagement where the teams dive into the software to help increase the amount of efficiencies the team has. Often, these engagements can provide simple options that will help alleviate stresses that credit union has endured historically. Kate Hall, VP of Marketing and Community Relations from MCCCU stated: “We were excited that the teams came together, and we were able to focus on our toolkit and our operations. We set a goal for identifying future opportunities for success, and we were easily able to not only identify opportunities, but we were also able to make changes that will benefit our membership.”

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Wednesday, February 3
3:00 PM – 3:30 PM ET
This Month’s Focus
Review of Tool #2: Work/View Loan Application Status
The Work/View Application Status system consists of three different layouts that can be used to view pending, denied, and booked (approved/created) loan requests.

Looking for members that do not use online banking?
Annalyn Hawkes from the Asterisk Intelligence Team has a new blog post sharing thoughts and tips that will help fellow query users who are tasked with projects to pull lists of members who are not online banking users. Read Annalyn’s Blog Post

Kick Off the New Year with Analytics Booth!
Take on the new year with enhanced operational reporting and improved trending abilities – impress your board with insights powered by Analytics Booth!
GOLD Updates
The next GOLD updates are currently scheduled for:
- Online CUs
- 21.05 May. 23, 2021
- CU* Partners
- 21.05 May. 23, 2021
- Self Processing CUs
- 21.05 June 6, 2021 (Sunday)