Introducing 7 NEW Videos on Call Wrap-Up Codes – Great Resources for Teller Training!

We’re excited to debut 7 NEW videos focusing on Call Wrap-Up Codes in Phone Operator!  These are tutorial videos which include annotations and arrows to help guide you through the process of learning all about Wrap-Up Codes.  These videos can be a helpful resource to incorporate into your teller training!

Click the links below to check out the featured topics.

Phone Operator Wrap-Up Codes

Part 1: Call Type Configuration

Part 2: Primary Subject Code Configuration

Part 3: Special Security Configuration

Part 4: Activation

Part 5: User Experience

Part 6: Analysis with Tool 1315

Part 7: Further Analysis

Join Lender*VP for a Conversation on Loan Application Withdrawals!

Join Lender*VP for a Conversation on Loan Application Withdrawals!

Join Lender*VP for our upcoming Conversation On Loan Application Withdrawals!  Come share with us how your credit union currently handles withdrawn loan applications, and help us brainstorm what possible enhancements we can make in the future! Wednesday, April 24th 3:00 PM – 4:00 PM ET Register Today Want to stay connected on all our upcoming… Read more »

Apr 18, 2024

Give Your Business Members Faster Access and Branding Options with BizLink 247 Mobile App 7.0

Give Your Business Members Faster Access and Branding Options with BizLink 247 Mobile App 7.0

Designed for your business members, BizLink 247 Mobile App 7.0 introduces widgets for faster access to account summary, card and loan payment information.  BizLink 247 Mobile App 7.0 also introduces MACO and RDC to your business members, located in their business mobile app.  All of these can branded and managed by your credit union via… Read more »

Apr 18, 2024

Create and Maintain Your Own MOP Sites with MOP Manager

Create and Maintain Your Own MOP Sites with MOP Manager

Have you heard about MOP Manager?  This self-service option grants your credit union the ability to create your own credit union MOP sites, as well as the option to update any existing MOP sites that you may already be operating. MOP Manager also gives you the ability to make edits to homepage promotions, eligibility page,… Read more »

Apr 18, 2024

Arriving 4/23: Modification to Monthly Renewable Credit Disability Premium Calculation

Arriving 4/23: Modification to Monthly Renewable Credit Disability Premium Calculation

You are receiving this email because your credit union was recently contacted and asked to update your Monthly Renewable Credit Disability Premium Calculation via Tool #465.  The reason for the update to that configuration is due to Project #60479: Modification to Monthly Renewable Credit Disability Premium Calculation, which will be deployed on Tuesday, April 23rd,… Read more »

Apr 18, 2024

Join Lender*VP for a Conversation on Loan Application Withdrawals!

Join Lender*VP for a Conversation on Loan Application Withdrawals!

Join Lender*VP for our upcoming Conversation On Loan Application Withdrawals!  Come share with us how your credit union currently handles withdrawn loan applications, and help us brainstorm what possible enhancements we can make in the future! Wednesday, April 24th 3:00 PM – 4:00 PM ET Register Today Want to stay connected on all our upcoming… Read more »

Apr 17, 2024

Join Us for the 9th Annual Conversations on Compliance Event!

Join Us for the 9th Annual Conversations on Compliance Event!

Join us for the 9th annual AuditLink Conversations on Compliance event, hosted at the Sheraton Grand Rapids Airport Hotel in Grand Rapids, MI!  This year’s event will take place on Wednesday, May 15th, from 9:00 AM to 3:30 PM ET. The morning will consist of presentations by: Jim Vilker, CU*Answers AuditLink Advisor and Brian Knight,… Read more »

Apr 17, 2024

Looking for Ways to Elevate Your Offerings within OLB? Check Out Layout 2!

Looking for Ways to Elevate Your Offerings within OLB?  Check Out Layout 2!

Looking for New Ways to Elevate Your Offerings within OLB?  Check Out Layout 2! Credit unions interested in elevating their offerings with an enhanced and feature-rich version of It’s Me 247 Desktop have the option to select It’s Me 247 Desktop: Layout 2 as an upgraded product with a monthly fee. It’s Me 247 Desktop… Read more »

Apr 16, 2024