Sometimes a trust account will use a member’s Social Security Number, other times it will use a Taxpayer Identification Number/Employer Identification Number. Either way, CU*BASE Online Help has helpful tips for setting up trust accounts in CU*BASE. Looking to use a new membership designation? CU*BASE even has a prompt for that!
Attention credit unions who offer interest-only loans to members Arriving with the 24.05 CU*BASE Release, we will be implementing a project that will add new loan configuration options for handling principal curtailment payments on interest-only loans. In advance of this project’s deployment, Lender*VP will be hosting two webinars on April 25th. We will discuss how… Read more »
Take a look back at some important topics from the first half of April 2024: Join Us for the 2024 CU*Answers Leadership Conference! Create and Maintain Your Own MOP Sites with MOP Manager Round out Leadership Week with a Golf Outing! March Owner’s View Monthly Recap Prevent Fraud with Positive Pay for Your Business Members… Read more »
Tips & Tricks for CU*BASE – Part 1: Copying Information Need a quick way to show your staff how they can copy information in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Register for the 2024 CU*Answers Leadership Conference! Join us for a discussion on the CUSO’s performance over the past year, as well as where we are looking to take ourselves next. We look forward to seeing you at this unique event – connect with your peers for an energizing and inspiring week focused on our… Read more »
The FFIEC and CFPB are urging credit unions to identify and monitor high-risk activity amongst their member base. The transaction pattern option within the Abnormal Activity Monitoring CU*BASE tool was designed to assist credit unions with meeting that requirement. These patterns need to be configured specific to your credit union, as each credit union has… Read more »
Seamlessly integrated into your digital banking platform, InvestiFi empowers members with the freedom to buy, sell and hold investments. With InvestiFi, your credit union can help members build a financially secure future while keeping their membership and assets within your financial institution. CU*Answers and InvestiFi will be hosting a series of webinars on the dates… Read more »
Add the new license verification tool into your credit union’s MAP or MOP site! With this service members will be asked to take a selfie, as well as an image of the front and back of their driver’s license that will be submitted for verification – this is a fraud deterrence tool that can be… Read more »
The industry is abuzz about “instant payments” and the new RTP® and FedNow® Service payment rails, and we’re all learning as we go! Join our upcoming Conversation On Instant Payments to see what your peers are doing, and help us as we explore how the CUSO can build the tools you need to take advantage… Read more »
Check out our Custom Campaign service! CU*Answers Marketing offers a variety of campaigns for multiple platforms available on our online store. But what if you have an idea for something not listed in our store? CU*Answers Custom Campaigns are the perfect solution! Have a service you would like to highlight? Looking for promotional materials for… Read more »
Lender*VP welcomes you to join our upcoming webinar for a demo and discussion on CLR Path! CLR Path is a decision advisor tool that uses your unique relationship with members to help you make underwriting decisions. This is a FREE tool that is available for our credit unions to use! As a future enhancement, we… Read more »
You can find the 2024 Cooperative Campaigns online now by going to the CU*Answers Marketing Store. Place your order today! Order Now
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
Boost your loan portfolio with 1Click Loans! Click the link below to get started on your 1Click journey today!
