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!
Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Related News
Check Out the New Resources Featured in this Edition of Documentation Digest!
Documentation Digest is your go-to knowledge base for questions relating to software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Click on the links below for a deeper dive into each item, and don’t forget to share… Read more »
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 »
Your Credit Union Has Questions, Our Teams are Here to Help!
At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs. When you don’t know exactly who to contact, we recommend that you get started by reaching out to either the Client Services Team or the Network Services Team. The Client… Read more »
Pull Up a Seat for a Learning Café Session
Join Keegan Daniel, VP Professional Services with Earnings Edge, for the latest Learning Cafe session! Keegan will host a review of the various options for configuring your dormancy/escheat monitoring processes – topics will include common practices and strategies, how CUs are working with members who are ‘pre-dormant’, and other elements related to dormancy monitoring options…. Read more »
Join Us for a Conversation on Imaging – CU*Forms
Join CU*Answers Imaging Solutions for a Conversation on CU*Forms! ProDOC is going away – is your credit union prepared for the future? During this upcoming event, we will chat about ProDOC going away and what this means for your credit union, followed by an open discussion. We encourage attendees to share their thoughts and experiences on… Read more »
Two for Tuesday with CEO Geoff Johnson – 1/6/2026
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. Have a question for Geoff? Have a question for Geoff? We’re gathering questions for possible inclusion in future episodes of Two for Tuesday and… Read more »
Join Us for Conversations On What’s Next for CBX!
In 2025 our task was to complete the initial transition of some 20,000 screens from the GOLD user interface to the CBX web browser interface, setting a new foundation for the next 25 years of development. As all network credit unions make the final transition from GOLD to CBX, we are looking ahead at what’s… Read more »
Meet AdvantageCIO – New Year, New Partnership!
The cybersecurity landscape is evolving on a near constant basis, with new threats emerging regularly. The impacts of these threats can lead to disruption of business, harm to your reputation, financial risk, or a combination of all three. AdvantageCIO has formed a new partnership with Damian Walters & Associates, LLC (DWA) to help credit unions evaluate their… Read more »
Arriving 1/6: Enhancement for Open Lending DTI Calculation
Tomorrow, January 6th, we will be deploying an enhancement for Open Lending clients. Following the deployment of Project #66630, when launching out to Open Lending via the ‘Send to Third Party’ button, users will be presented with a new web-based screen where they can enter in an optional monthly payment value to exclude from their… Read more »
Ready, Set, Go! Getting Started on Your 2026 Education Goals – Exercises for Success
Are you looking to get a headstart on 2026 education opportunities at your credit union? Our Exercises for Success Training Manuals are designed for use with simulated training environments, allowing new users to gain practical experience with common tasks. Four programs are available, all of which are FREE for your credit union to utilize in… Read more »
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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!
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
Conversations On…
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
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