In Case You Missed It – Early November 2023

In Case You Missed It – Early November 2023

Take a look back at some important topics from the first half of November 2023: The 2024 Education Catalog is Here! Take a Look at What’s in Store for the Year Ahead! Create and Maintain Your Own MOP Sites with MOP Manager October Owner’s View Monthly Recap Conversations On Education – CUSO Educator Training Session… Read more »

Nov 15, 2023

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