As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner. Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… 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 »
Join the Client Services and Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts and account… Read more »
Tomorrow, July 2nd, we will be making an adjustment to the process for ANR automation, specifically related to how deactivation works when negative balance limits have been assigned manually. Currently if you assign the limit manually the system may not deactivate the member even if they meet your criteria for deactivation. This will now be… Read more »
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!
If your credit union works with business memberships, the Positive Pay toolkit is great resource to help prevent fraudulent activity from posting to business member’s checking account. An online tool accessible through BizLink 247, Positive Pay allows business members to upload checks they have written, or to manually enter the checks they have written. Any… Read more »
CU Info Offers a Convenient Way to Update Your Credit Union’s Information! Wouldn’t it be great to update hours instantly? No more waiting or emailing thanks to CU Info, powered by CU*Publisher. With CU Info, it’s your product on your schedule! What Info Can I Manage? In addition to managing the members of your CU*Publisher… Read more »
Take a look back at some important topics from the second half of June 2024: License Verification Tool is Now Available with MOP 3.0! CBX Updates: Custom Forms Projects Vehicle Valuation Price Increase Arriving in October Need to Update Your Contacts for CU Publisher or Mobile App Notifications? Tips from Lender*VP: Recommendations for Credit Unions… Read more »
If your credit union has partnered with eDoc for their CheckLogic Biz offering and you have business members who use BizLink 247, your credit union can also offer business members a Single-Sign-On from BizLink 247 to the CheckLogic toolkit. With this solution, your business members can easily access the software to scan in checks for… Read more »
Have you heard about MOP Manager? This self-service option grants your credit union the ability to create your own credit union MOP sites, as well as the option to update any existing MOP sites that you may already be operating. MOP Manager also gives you the ability to make edits to homepage promotions, eligibility page,… 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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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
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. During the month of June, Lender*VP will be hosting a set of webinars related to lending. Take a look at the courses we have coming up! Learn More
