Denying a Loan Request
Need a quick way to show your staff how to deny a loan request in CU*BASE and print a denial notice? Refer them to this video!
Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Denying a Loan Request
Need a quick way to show your staff how to deny a loan request in CU*BASE and print a denial notice? Refer them to this video!
Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Compliance regulation can place a burden on small to mid-size credit unions. Did you know AuditLink offers a Daily Log Management service that can help your credit union save valuable time? AuditLink’s trained team assists over 130 credit unions across the country with reviews of cash logs, wire transfers, OFAC report reviews, employee account reviews,… 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 »
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
Check out recent programming changes in the May 2025 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… 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 »
Is fraud prevention a part of your organization’s ongoing conversation regarding your mission, your vision and your goals? Does your staff know the risks they are most likely to face or common traits of fraudsters? Join AuditLink for an open forum discussion on fraud prevention, fraud detection, emerging risks, current issues, best practices and more. We invite… Read more »
As financial services evolve at lightning speed, credit unions need solutions that work seamlessly with their core platforms. Join Glia and CU*Answers for our upcoming webinar – Elevating the Member Experience: The Power of Digital-First Banking. During this event, we’ll explore how Glia’s integration with CU*Answers’ It’s Me 247 creates a powerful, unified digital banking experience that sets your… 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 »
Join the Asterisk Intelligence team for query, dashboard, and data analytics training during Asterisk Intelligence Week! Between Monday, August 18th and Wednesday, August 20th, we will be hosting on-site training in Grand Rapids, Michigan, followed by a series of webinars on Thursday, August 21st. These courses will focus on tactical skill instruction, strategy discussion and… Read more »
There’s still time to register for the Annual CU*Answers Golf Outing! Register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2025 Leadership Conference Week! Unwind after an exciting week of events with a round of golf, a cold drink, and a pig roast lunch. Thursday, June 19th 8:30… Read more »
More related in Category: **Home** Client News CU*Answers Leadership Conference Or Tag: 2025 Leadership Conference Events Golf Outing! online self-processing
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!
Learn More
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 on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
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
The next GOLD updates are currently scheduled for: