The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
Arriving with the CU*BASE 23.05 Release are enhancements for automated payment changes, which will affect credit unions currently offering contract variable rates in MEMBER6. In preparation for this, the Lender*VP team will be hosting special training sessions. We strongly recommend that credit unions who offer these contract variable rates in MEMBER6 register to have staff… Read more »
MOP 2.0 includes the following updates for your credit union: New updated look/feel of your credit union MOP site, including a new background header image that your credit union can include while a member is applying. State filtering – your credit union can now limit what states members are opening their memberships through MOP. eSign… Read more »
Do you have new staff who will be assisting with the quarterly 5300 Call Report or current staff who could use a refresher on these tasks? Below are several great resources that you can share with your team! Click here for a list of AnswerBook topics relating to 5300 Call Reports. Learn more about quarterly… Read more »
Looking to prepare and submit a membership file using the program that was developed for CUNA Mutual Group’s TruStage Insurance Program? This is now handled by the CU*Answers Operations team, who can help process this request on your behalf! The processing cost is $100 for a one-time file submission. To get started, click the button… Read more »
AnswerBook is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. In this edition of AnswerBook Digest, we’re placing a spotlight on the following: Where can I get help for payment issues with 360-day interest calculation mortgages, interest accruals, and payment & interest corrections? Check out this NEW topic! (AB 5307)… Read more »
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 call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »
Wouldn’t it be convenient to have the option to inform your members that specific branch locations will be closed due to inclement weather or power outages? Look no further than Mobile Alerts! Powered by CU*Publisher, this tool allows you to configure routine or one-time alerts for different platforms on both Android and iOS. If your… Read more »
Check out recent programming changes in the March 2023 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… Read more »
Viewing Members in a Specific Area Need a quick way to show your staff how they can use CU*BASE to view a list of members who reside within a specific location? Refer them to this video, which has been viewed 771 times! Play Video Check out our entire collection of video tutorials in the Show Me… Read more »
Take a look back at some important topics from the first half of April 2025! View Topics
Designed especially for credit union education coordinators and trainers, the Conversations on Education series explores topics such as designing education plans, best practices for training new employees and keeping existing employee skills up to date, and how to take advantage of all resources available to better understand products and services. Learn more by clicking the button below! Learn More
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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