• 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
    • Developer’s Help Desk (DHD) – 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: Creating a Loan Account

Creating a Loan Account

Need a quick way to show your staff how they can create a loan account 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!

Dec 26, 2023
Client NewsCU*AnswersCU*BASEonlineself-processingshow me the stepstrainingvideo

Related News

Join Us for a Conversation on Online Member Experience!

Join Us for a Conversation on Online Member Experience!

The Internet Retailer Support Center invites you to join us for our next Conversation on Online Member Experience! This upcoming session will highlight CU Publisher Enhancements along with updates for It’s Me 247 Desktop and Mobile. We’ll walk through recent improvements, explore how credit unions are using these tools today, and open the floor for discussion on future opportunities. We… Read more »

Client NewsConversations OnCU*Answers
Sep 2, 2025

Empower Your Community with a Digital Financial Journey Powered by Pocketnest – Join Our Upcoming Webinar!

Empower Your Community with a Digital Financial Journey Powered by Pocketnest – Join Our Upcoming Webinar!

CU*Answers and Pocketnest invite you to join us for an upcoming webinar! During this event, we’ll highlight the capabilities of Pocketnest’s Financial Journey Platform embedded within It’s Me 247 online banking, and will demonstrate the value proposition for both your credit union and your members! Topics of discussion will include: Pocketnest’s approach to comprehensive financial… Read more »

Client NewsCU*Answers
Sep 2, 2025

Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!

Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!

You’ve spent weeks reviewing CU*BASE Release documentation and your staff has attended CU*Answers Release Training web conferences. Now it’s time to put all you have learned into action! CU*BASE Strategic Release Management is a service which equips credit union executives and managers with strategic and meaningful approaches for the utilization of technology associated with major… Read more »

Client NewsCU*AnswersEarnings Edge
Sep 2, 2025

Learn All About the New Auto Loan Application & Auto Loan Storefront

Learn All About the New Auto Loan Application & Auto Loan Storefront

The Lender*VP and IRSC teams invite you to join us for one of three upcoming webinars, as we dive into the NEW online banking Auto Loan Application and Auto Loan Storefront! We will share details on new features and functionality, including: Customization options Gathering more co-applicant/joint info Ability to gather more information about the collateral More options… Read more »

Client NewsCU*AnswersInternet Retailer Support CenterLender*VP
Sep 2, 2025

Two for Tuesday with CEO Geoff Johnson – 9/2/2025

Two for Tuesday with CEO Geoff Johnson – 9/2/2025

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
Aug 28, 2025

In Case You Missed It – Late August 2025

In Case You Missed It – Late August 2025

Take a look back at some important topics from the second half of August 2025: Empower Your Community with a Digital Financial Journey Powered by Pocketnest – Join Our Upcoming Webinar! Take a Look at the CU*Answers University Courses for September! Join Us for Conversations On What’s Next for CBX! Need to Update User IDs?… Read more »

Client NewsCU*Answers
Aug 29, 2025

Join Us for a Conversation On Instant Payments

Join Us for a Conversation On Instant Payments

The industry is abuzz about “instant payments” and the new RTP® and FedNow® Service payment rails, and we’re all learning as we go! Join us for another conversation about our projects around instant payments, including: FedNow® is live with Frankenmuth Credit Union! Learn about their experiences with this payment rail. We’ll provide updates on the Send and Request for… Read more »

Cards & PaymentsClient NewsConversations OnCU*Answers
Aug 29, 2025

CUaxis Credit Unions: Join Us for Our September Education Series!

CUaxis Credit Unions: Join Us for Our September Education Series!

Attention CUaxis credit unions: CU*Answers will be hosting a special series of educational courses in September, where we will explore services and features available to your organization. These courses will be held between Monday, September 22nd and Friday, September 26th. Below is a list of all sessions we will be hosting during CUaxis University Week…. Read more »

Client NewsClient ServicesCU*AnswersEducation
Aug 29, 2025

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Join Amber Jecks, Earnings Edge Account Services Manager, for the latest Learning Cafe session! Amber will discuss tips and tricks related to Investment Processing, including a look at Investment Subsidiary topics in Show Me the Steps. Interested in learning more? Click the button below to register today! Wednesday, September 24 3:00 PM – 4:00 PM… Read more »

Client NewsCU*AnswersEducation
Aug 29, 2025

Learn All About the New Auto Loan Application & Auto Loan Storefront

Learn All About the New Auto Loan Application & Auto Loan Storefront

The Lender*VP and IRSC teams invite you to join us for one of three upcoming webinars, as we dive into the NEW online banking Auto Loan Application and Auto Loan Storefront! We will share details on new features and functionality, including: Customization options Gathering more co-applicant/joint info Ability to gather more information about the collateral More options… Read more »

Client NewsCU*AnswersInternet Retailer Support CenterLender*VP
Aug 29, 2025

More related in Category: **Home** Client News CU*Answers Internet Retailer Support Center Lender*VP Or Tag: Internet Retailer Support Center IRSC Lender*VP online self-processing

 

In This Section

  • Home
  • Contact Form
  • Client News
Learn All About the New Auto Loan Application & Auto Loan Storefront

Learn All About the New Auto Loan Application & Auto Loan Storefront

The Lender*VP and IRSC teams invite you to join us for one of three upcoming webinars, as we dive into the NEW online banking Auto Loan Application and Auto Loan Storefront! You don’t want to miss out on this event – click the button below to register. Register Today

In Case You Missed It…

In Case You Missed It…

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

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
25.10  Oct. 12, 2025 (Sunday)
Self Processing CUs
25.10  

More about releases

Popular Posts

  • Resources

  • Release Summaries

  • Solutions

  • CU*BASE Reference

  • CBX: Your Core Software

  • Products

  • In the Kitchen

  • Two for Tuesday with CEO Geoff Johnson – 8/5/2025

  • Two for Tuesday with CEO Geoff Johnson – 8/19/2025

  • Contact

NACUSO Collaboration

Contact Us!

Contact Us!
We're Hiring!

Popular Client News

  • Take a Look at the CU*Answers University Courses for August!
  • Here Comes the Next Collections Roundtable!
  • Lender*VP Invites You to Learn About REPAY Payment Solutions
  • Take Advantage of the NEW 1Click Autopilot Program!
  • In Case You Missed It – Late July 2025
  • CBX Updates and Information
  • July Owner’s View Monthly Recap
  • Here Comes the Next CBX Challenge!
  • The CBX Challenge is Today! We’ll See You Online Soon!
Here Comes the Next Collections Roundtable!

Here Comes the Next Collections Roundtable!

Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CU*BASE processes. This quarter’s roundtable session will be hosted virtually. Join us for the third session of the 2025 Collections Roundtable Series – for whichever session you’d like, or both! Click the button below to sign up today. Register Today

CUaxis Credit Unions: Join Us for Our September Education Series

CUaxis Credit Unions: Join Us for Our September Education Series

Attention CUaxis credit unions: CU*Answers will be hosting a special series of educational courses in September, where we will explore services and features available to your organization. These courses will be held between Monday, September 22nd and Friday, September 26th. Click the button below to register. Register Now

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 ↑