• Support
  • Contact
  • Shop
CU*Answers
Menu
  • Products
    • Core Software
      • CBX: Your Core Software
      • CU*BASE GOLD
      • Custom Training Edition (CTE)
      • For CUSOs, CDFIs & Retail
        • Servicer Edition
    • Member Self-Service
      • It’s Me 247 Online Banking
      • It’s Me 247 Text Banking
      • It’s Me 247 Mobile App
      • It’s Me 247 Bill Pay
      • CU*Talk
      • Membership Opening
    • Imaging Solutions
      • In-House Imaging Strategy
      • Online Imaging Strategy
    • Cooperative Initiatives
      • We are a Cooperative, Just like You
      • Analytics Booth
      • Board Sites
      • PolicySwap
      • CUATV
    • Shop – Order online at the CU*Answers Store
    • IRSC – Internet Retailer Support Center
    • In the Kitchen – We’re always cooking up new ideas here in the CU*Answers Kitchen
    • We Have What CUs Need – Solutions to help a credit union be a credit union
    • Close
  • Solutions
    • Accounting – Accounting and Financial Resources
    • AdvantageCIO – Strategic Technology Consulting
    • Asterisk Intelligence – Data Analytics and Data Warehousing
    • AuditLink – Audit and Compliance
    • BizLink – Integrated Business Solutions
    • Business Continuity – Disaster Recovery and Incident Response
    • Cards & Payments – One stop for Bill Pay and ATM/Debit/Credit/Instant Issue Cards
    • CMS – CU*Answers Management Services
    • Client Services & Education – CU*BASE Support and Training
    • Conversions – Smooth transitions to CU*BASE
    • Custom Services – A Strategy for Building Custom Software with CU*Answers
    • Earnings Edge – Tools to Improve Your Operations
    • Hospitality – Use our Facilities for Your Next Meeting
    • Human Resources – Success Through People
    • Imaging Solutions – Document Imaging Strategies
    • Internet Retailer
      Support Center
      – Online Retailing 2.0
    • Just Turn It On – Let Us Show You How
    • Lender*VP – Lending Experience, Management and Tools
    • Marketing – Market to your members
    • Network Services – Your IT Services and Support
    • OpsEngine – Expert skills, cutting edge tools, and professional services
    • Programming – Building the Core Foundation for Our Future
    • Sales – Your Partner in Business
    • Solutions Contact Center – High quality member support and interaction
    • Web Services – Online Marketing and Web Presence
    • Close
  • Resources
    • Client News – Up to Date News and Information
      • In the Kitchen
      • System Availability
      • Owner’s View
    • CU*Answers University – Offering classroom & webinar sessions
      • 2025 Education Catalog
      • Training Resources
      • Bedrock Community Credit Union
      • Custom Training Edition (CTE)
      • Register for Upcoming Events
      • Training Evaluation Form
    • References & Help – Direct access to information you need
      • Updates & Info for Your CBX Transition
      • AnswerBook
      • Online/Mobile Banking Reference Materials
      • It’s Me 247 User Help
      • CU*BASE Reference Materials
      • CU*BASE Online Help
      • Show Me The Steps Online Help
      • Owner’s View
    • Documentation – Prepare for the latest release
      • Release Summaries
      • Release Planning
      • Pricing Guides
      • My Favorite Dashboards & Reports
      • Release of Credit Union Member Information
    • Get Involved – Get involved with your cooperative
      • Jump In the Beta Pool
      • Submit An Idea
      • Join a Conversations on… Group
      • CU*Answers Mentorship Program
    • Videos – Training videos and video customization
      • It’s Me 247 How-To Video Series
      • OnDemand
      • Video Customization
    • Cybersecurity Resources – Cybersecurity Resource Center
    • Owner’s View – Track Project Status
    • Close
  • Events
    • Leadership Conference
      • 2025 – Setting the Waypoint
      • 2024 – Blazing the Trail
      • 2023 – Setting a Base Camp for our Future
      • 2022 – Our Next Adventure
      • 2021 – Experienced, Energized, Engaged
    • CEO Strategies
      • CEO Strategies Week 2025
      • CEO Strategies Week 2024
      • CEO Strategies Week 2023
      • CEO Strategies Week 2022
      • CEO Strategies Week 2021
    • Boot Camps
      • Network Services Boot Camp (2025)
      • CUSO Technology User Group (2026)
    • Conversations on… – Join a Conversations on… Group
      • Conversations on Pricing
      • Conversations on Education
      • Conversations on Fraud
      • Find My Conversations On… Group
    • We Have What CUs Need – We have what a credit union needs to be a credit union.
    • CU*Answers Scholarship – CU*Answers is committed to “walk the talk.”
    • CU*Answers Awards – Achievements in our CUSO
    • CU*Answers University – Both classroom and webinar offerings to continue your education
    • Close
  • Shop
  • About
    • On The Inside
      • Board of Directors
      • Leadership
      • Report To Owners
      • Business Plan
      • Applications for Associate Board Members
    • Learn About CU*Answers
      • We are a Cooperative, Just like You
      • Join Our Team
      • History
      • In the News
    • A Guided Tour of CU*Answers
      • History
      • CUSO Model
      • CU*BASE Software
      • Member Focus
      • Self Service Product Line
      • Education and Support
      • Marketing
      • Valued Partners
      • Leadership
      • More Information
    • Other
      • Tradeshow Schedule
      • Network of Credit Unions
      • Partners
      • A Vendor’s Guide to CU*Answers
      • Non-Disclosure Policy & Agreements
      • Due Diligence Materials
      • Contact
    • We’re Hiring! – Checkout these exciting careers at CU*Answers!
    • Report To Owners – Biennial financial report and a recommitment to the principles that drive our CUSO
    • We’re a Cooperative – CU*Answers is a CUSO and a Cooperative, and we’ve been living the cooperative spirit for years.
    • Due Diligence Materials – “one stop shop” is to simplify your vendor due diligence needs
    • Close

News

Video of the Week: Editing a Loan Request

Editing a Loan Request

Need a quick way to show your staff how they can edit a loan request 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!

Jun 17, 2024
Client NewsCU*AnswersCU*BASEonlineself-processingshow me the stepstrainingvideo

Related News

2025 Year-End Bulletin #2: The Guide is Ready!

2025 Year-End Bulletin #2: The Guide is Ready!

2025 Year-End Processing Bulletin #2: Your Guide is Ready! Remember to keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 11, 2025 Thank you for your patience as we reviewed publications and updated processing documentation. Please carefully review the guide linked… Read more »

Client NewsCU*AnswersYear-End
Nov 11, 2025

It’s Time to Make Your 2026 MACO Decisions!

It’s Time to Make Your 2026 MACO Decisions!

As we move into the 2026 calendar year with MACO, we are asking our credit unions to select their order options. Please note that the 2026 prepay cost for MACO is $2.00/user. Your credit union can select if you would rather: Prepay for a set number of licenses for the 2026 calendar year True-up at… Read more »

Client NewsCU*AnswersInternet Retailer Support Center
Nov 11, 2025

Online Banking Rollover Event Tomorrow – Updates to be Posted on Alerts Page

Online Banking Rollover Event Tomorrow – Updates to be Posted on Alerts Page

On Wednesday, November 12th, we will be performing a Rollover for It’s Me 247 online/mobile banking (OLB) environments, as well as BizLink 247 online banking for business. The Rollover event is scheduled for 6:00 AM (3:00 AM PT) and will conclude on Thursday, November 13th at 6:00 AM ET (3:00 AM PT). During this 24-hour period, online… Read more »

Business ContinuityClient NewsCU*Answers
Nov 11, 2025

Two for Tuesday with CEO Geoff Johnson – 11/11/2025

Two for Tuesday with CEO Geoff Johnson – 11/11/2025

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.  

Client NewsCU*AnswersLeadershipTwo for Tuesdays
Nov 5, 2025

Join Us for a Conversation On Plastics – Card Portfolio Analysis Discussion

Join Us for a Conversation On Plastics – Card Portfolio Analysis Discussion

From fraud mitigation to mandates, batch maintenance to digital issuance, vendor consolidations, and everywhere in between, Conversations on Plastics is another avenue that allows CU*Answers Cards and Payments to explore the complex and exciting world of ATM, debit, and credit cards! Our upcoming session will focus on the in-depth analysis of an organization’s card portfolio,… Read more »

Cards & PaymentsClient NewsConversations OnCU*Answers
Nov 10, 2025

Join Us for a Conversation on Online Member Experience!

Join Us for a Conversation on Online Member Experience!

The following Conversation on Online Member Experience session was previously scheduled for Tuesday, November 11th. This event has since been rescheduled and will instead be hosted on Tuesday December 2nd. Please note: if you were previously registered for the November 11th session, your registration has automatically carried over to the new date of December 2nd,… Read more »

Client NewsConversations OnCU*Answers
Nov 10, 2025

Learn All About the NEW Online Banking Unsecured Loan Application & Storefront

Learn All About the NEW Online Banking Unsecured Loan Application & Storefront

The Lender*VP and IRSC teams invite you to join us for one of two upcoming webinars, as we dive into the NEW online banking Unsecured Loan Application and Storefront! We will demo the app and walk you through the process of setting it up in CU*Publisher! Share these event details with your lending and marketing teams –… Read more »

Client NewsCU*AnswersInternet Retailer Support CenterLender*VP
Nov 10, 2025

Take Advantage of the 1Click Autopilot Program!

Take Advantage of the 1Click Autopilot Program!

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 »

Client NewsCU*AnswersLender*VP
Nov 7, 2025

AuditLink Invites You to Join a Conversation on Fraud!

AuditLink Invites You to Join a Conversation on Fraud!

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 »

AuditLinkClient NewsConversations OnCU*Answers
Nov 7, 2025

Join Us for a Conversation on Interactive Teller Machines

Join Us for a Conversation on Interactive Teller Machines

It has been a while since we last had a Conversation on ITMs. We would like to give you all a chance to engage with your peers and discuss how your ITM processes are going. Please join the CU*Answers Imaging Solutions for a Conversation on Interactive Teller Machines! We want to give the floor to… Read more »

Client NewsConversations OnCU*AnswersImaging Solutions
Nov 6, 2025

More related in Category: **Home** Client News Conversations On CU*Answers Imaging Solutions Or Tag: conversations on imaging solutions ITMs online self-processing

 

In This Section

  • Home
  • Contact Form
  • Custom Project Expectations
  • Custom Services
  • Client News
In Case You Missed It…

In Case You Missed It…

Take a look back at some important topics from the last half of October 2025! View Topics

1Click Autopilot

1Click Autopilot

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

Take Advantage of the NEW 1Click Autopilot Program!

Take Advantage of the NEW 1Click Autopilot Program!

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

Shop Now at the CU*Answers Online Store.

GOLD Updates

The next GOLD updates are currently scheduled for:

Online/Partner CUs
25.12  Dec. 7, 2025 (Sunday)
Self Processing CUs
25.12  

More about releases

Popular Posts

  • CBX: Your Core Software

  • Resources

  • CU*BASE Reference

  • Solutions

  • Release Summaries

  • CBX Feedback

  • Products

  • Two for Tuesday with CEO Geoff Johnson – 10/21/2025

  • Two for Tuesday with CEO Geoff Johnson – 10/28/2025

  • Contact

NACUSO Collaboration

Contact Us!

Contact Us!
We're Hiring!

Popular Client News

  • Take a Look at the CU*Answers University Courses for October!
  • Join CU*Answers and SavvyMoney to Learn All About Our Robust Credit Score Solutions!
  • Join Network Services for our October Boot Camp!
  • Take Advantage of the NEW 1Click Autopilot Program!
  • Ready for This Week’s CBX Challenge?
  • In Case You Missed It – Early October 2025
  • Take a Look at the CU*Answers University Courses for November!
  • See You Online for Today’s CBX Challenge!
  • CU*BASE 25.10 Release Updates
New for 2026: The CU*Answers Quarterly Contests & Cooperative Campaigns

New for 2026: The CU*Answers Quarterly Contests & Cooperative Campaigns

The CU*Answers Quarterly Contests and Cooperative Campaigns are Ready for 2026! You can place orders now for the 2026 Quarterly Contests and Cooperative Campaigns. Also new for 2026 is the CU*Answers Booster Pack! This pack contains 6 banners optimized for mobile 8.0 and online banking. Click the button below to learn more. Learn More

Learn All About the NEW Online Banking Unsecured Loan Application & Storefront

Learn All About the NEW Online Banking Unsecured Loan Application & Storefront

The Lender*VP and IRSC teams invite you to join us for an upcoming webinar as we dive into the NEW online banking Unsecured Loan Application and Storefront! Click the button below to learn more and register. Learn More

Two for Tuesday

Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

We're Hiring!
Contact Us
http://www.cuanswers.com/
Copyright © 2002 - 2025 CU*Answers • Privacy Notice
CU*BASE® is a registered trademark of CU*Answers.

Related Sites:
DISCLAIMER:

This website and included materials are intended, but not promised or guaranteed to be current, complete, or up-to-date and should in no way be taken as an indication of future results. All information is provided "as is", with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information, and without warranty of any kind, express or implied, including, but not limited to warranties of performance, merchantability and fitness for a particular purpose. In no event will CU*Answers, its related partnerships or corporations, or the partners, agents or employees thereof be liable to you or anyone else for any decision made or action taken in reliance on the information provided or for any consequential, special or similar damages, even if advised of the possibility of such damages.

Any views and opinions expressed on this web site are those of the authors and do not necessarily reflect the official policy or position of CU*Answers or any of its affiliates.

Through this website you are able to link to other websites which are not under our control. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them.

 
↑ Back to Top ↑