Collections Roundtable Recap

Collections Roundtable Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Join Us for a Roundtable Recap! Attend the Roundtable Recap to hear about hot topics that were discussed at the most recent Collections Roundtable on November 8th.  Use the link below to register! Wednesday, November 22 3:00 PM – 4:00 PM ET Join the Webinar   Interested in joining… Read more »

Nov 15, 2023

Reminder: The 2024 Xtend Pricing Guide is Now Available!

Reminder: The 2024 Xtend Pricing Guide is Now Available!

The 2024 Xtend Pricing Guide is now available!  Take a look at our offerings for SRS Bookkeeping, Contact Center Services, Member Marketing & Communications, Data Analytics, and more. A copy of the 2024 Pricing Guide can be accessed via our website.  We encourage our clients to review it in planning for the upcoming business year.

Nov 10, 2023

Recommendations from Lender*VP – Document Retention for Denied Applications

Recommendations from Lender*VP – Document Retention for Denied Applications

What is your credit union’s current retention plan for documents relating to denied applications?  Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months.  Relevant… Read more »

Nov 9, 2023

Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!

Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!

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 »

Nov 9, 2023

Join Us for a 1Click Loan Workshop!

Join Us for a 1Click Loan Workshop!

Ready to expand your loan portfolio?  Instead of offering yesterday’s member generated applications, you can offer pre-approved, guaranteed loan accounts to targeted members via It’s Me 247 desktop and mobile banking!  No application, no credit pull, and no underwriting.  Members are identified based on credit union defined criteria.  Acceptance of the offer is member-driven and… Read more »

Nov 8, 2023