Working a Follow-Up
Need a quick way to show your staff how they can work a follow-up in CU*BASE? Refer them to this video, which has been viewed 1,463 times!
Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Current Hot Topics in Lending. If you missed our recent announcements, check out our handy recap in this edition of the Lender*VP Newsletter! Retailer Direct is an indirect lending solution developed to offer third parties a direct integration into CU*BASE. Business retailers offering goods or services can finance loans for members and non-members alike… Read more »
Thinking of rewarding members with a bonus dividend or Loan interest Rebate? We can assist with your Bonus Dividend/Interest Rebate program. If you are interested in starting up a new bonus/rebate program, looking to enhance an existing program or curious to learn what this product is all about, Earnings Edge is ready to assist! Earnings Edge… Read more »
Register for the 2025 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 »
Join Lender*VP for our upcoming Conversation On Best Practices for Lending! Join your network peers for a discussion on lending practices in CU*BASE. This is a great opportunity to ask questions and share your processes, policies, tips and tricks, along with any other advice you might have! We hope you will join us for this collaborative event… Read more »
What is your credit union’s current retention plan for documents relating to denied applications? Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months. Relevant… Read more »
CU*Answers would like to introduce you to Strategic Income Solutions (SIS). Strategic Income Solutions invites you to learn about AI chat support for your credit union members! During this webinar, Strategic Income Solutions will discuss their robust AI chat solution and how it can provide 24/7 answers to your members’ frequently asked questions. This event… Read more »
CU*BASE Release 25.05 Online, Self-Processor, and Site-Four Release Date is May 18 Documents 25.05 Release Summary 25.05 New and Updated Tool Summary 25.05 Database Changes Summary Training Attend a release review webinar! Tuesday, May 13 @ 3:00 PM – 4:00 PM ET Click Here to Register! Beta Reports If you are interested in reviewing the beta… Read more »
1Click Loan Offers are already easy for your members to take advantage of, so why not make them easy for your staff too? With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking… Read more »
BizLink 247 is designed for the special needs of business members. Alongside its companion PIB MLO, BizLink 247 allows business owners to have separate logins and individual permissions for each employee – these permissions can be granted either through CU*BASE (via a credit union employee) or PIB MLO (by the business owner/administrator). Once your order… Read more »
Is your credit union looking to review options and configurations for service charges in CU*BASE? Earnings Edge has solutions for you! Best Practices for CU*BASE Service Charges This offering includes a review of the options available for configuring a minimum balance service charge, an account service charge, or a transaction service charge through CU*BASE. We’ll… Read more »
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Join us for the 10th 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 14th, from 9:00 AM to 3:30 PM ET. For more information and registration, please click the button below. Learn More
Take a look back at some important topics from the last half of April 2025! View Topics
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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