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 topics: Explain the multi-layered access controls that are used to secure CU*BASE. Check out this NEW topic! (AB 5298) Is there a way to see what user… Read more »
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 »
As of this morning, February 7th, we have implemented a change to cash back memos in Xpress Teller. Previously, ‘check cashed’ memos would be written in Xpress Teller whenever an outside check or an inhouse check was taken in, even if that check was deposited into an account. Following this change, a ‘check cashed’ memo… Read more »
With Mobile Alerts as a self-service option, you can manage all the important communications for your mobile app users. Content for Mobile Alerts can include marketing promos, new branch locations, holiday hours, annual meeting dates and community events, to name a few. The Mobile Alerts option allows for recurring alerts – you can choose whether… Read more »
Posting a Payroll Need a quick way to show your staff how they can use CU*BASE to post a payroll? Refer them to this video, which has been viewed 509 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the January 2023 edition of the Owner’s View Monthly Recap! January 2023 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… Read more »
Lender*VP is excited to announce our first Conversations On Lending event! Join us for a deep dive into 1Click Loans! See what other credit unions are doing, learn what’s working and what isn’t, and check out ideas that are currently in the pipeline. You’ll even have opportunities to ask questions of other credit unions who… Read more »
CU*BASE Security Officers have the ability to request new users, delete existing users and request changes to upload/download authorities. Does your credit union need to add a new Security Officer or remove an existing one? Use the button below to visit our online store and submit a request. After a request has been submitted, the… Read more »
Have You Heard About CU Info? CU Info allows you to dynamically update your credit union’s information across CU*Publisher products like your Membership Opening sites (MAP/MOP), Mobile 6.0 and the upcoming Biz Mobile 1.0 and Micro Apps. What Info Can I Manage? In addition to managing the members of your CU*Publisher team, you can edit… Read more »
A reminder for clients who use Experian for credit pulls: Experian passwords expire every 90 days. Experian will send your financial institution a reminder when your password is set to expire. Please remember to update your password accordingly every 90 days and to update us each time that this process has been completed. This will… Read 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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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
