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Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

Standard Teller Techniques

During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. To learn more and begin your registration, please use the button below. Register Today

Get Ready for the Next Collections Roundtable

Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CBX processes. This quarter’s event will be hosted virtually. Use the button below to sign up for one of the sessions (or both!). Register Now

2026 Education Spotlight

Join us for the next 2026 Education Spotlight on General Ledger Tools. Are you ready for the next level of understanding general ledger tools? Do you know how to use all the reports generated daily? Need some tips on finding and solving balancing changes? Click the button below to register for our upcoming session. Learn More

Join Us for CEO Strategies 2026

Have you signed up for CEO Strategies 2026? This year’s event will be hosted in Las Vegas, NV on Tuesday, November 3rd and Wednesday, November 4th. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming year. Use the button below to register now. Register Now

Join Us for a Free Custom Training Edition Demo!

CTE is an alternative to the shared simulated training environment (Bedrock Community CU), currently used by all CU*Answers online clients. CTE gives your team a safe place to practice CBX tools, learn new skills and more, without potential harm to your live member data. Join our upcoming webinar to learn more – we’re saving you a seat! Use the button below to register now. Register Now

Take a Look at the CU*Answers University Courses for September!

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in August! Use the button below to check them out now. Learn More

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In Case You Missed It…

Take a look back at some important topics from the last half of August 2026! View Topics

Take Advantage of the NEW 1Click Autopilot Program!

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

Join Network Services for our October Boot Camp

Join us October 14th and 15th for a two-day boot camp! This is an opportunity for your credit union IT members to build their knowledge of core product deployment and support. Please note: seating for this event is limited – if you are interested in attending, we encourage you to sign up soon! Use the button below to learn more and register now. Register Now

In Case You Missed It – Late June 2026

Take a look back at some important topics from the second half of June 2026: Lending Communications are Easier Than Ever with CU*Chat! 2026 Education Spotlight – Standard Teller Techniques Tips from Lender*VP: Recommendations for Credit Unions that Utilize 1Click Offers AuditLink Invites You to Join a Conversation on Fraud! 2026 Education Spotlight – Head… Read more »

Jun 30, 2026

ProDOC Sunsetting in October – Resources for Transitioning to CU*Forms

ProDOC will be sunsetting in October 2026. To ensure a smooth, uninterrupted experience, all credit unions currently using ProDOC will need to transition to CU*Forms prior to that date. We understand that a change like this requires planning, and we are committed to making the move as seamless as possible. We encourage you to begin… Read more »

Jun 30, 2026

Enhancements to Interest-Only Loans Coming Soon – What You Need to Know

We are excited to share Enhancements to Interest-Only Loans coming soon! Project #63501 will add new configurable options for interest-only loans, as well as corrections to certain behaviors for these loan types. This project is currently targeted for July 14th. Additional details on this project are listed below. If you have any questions, please reach… Read more »

Jun 30, 2026

Employee Security Updates to the CBX LOS

On Tuesday, July 21st, we will be deploying enhancements to our employee security settings for the CBX LOS. These enhancements will allow you to control which employees are able to create or access loan applications for existing members, as well as which employees are able to book/create loan accounts. These checkboxes will be live in… Read more »

Jun 30, 2026

Two for Tuesday with CEO Geoff Johnson – 6/30/2026

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics. Have a question for Geoff? Have a question for Geoff? We’re gathering questions for possible inclusion in future episodes of Two for Tuesday and… Read more »

Jun 24, 2026

Important Reminders for HELOC Contract Variable Rate Changes in July

As a reminder, HELOC Contract Variable Rates will need to be updated prior to Wednesday, July 1st. Ahead of this rate change, we would like to remind your credit union of a few key items. We have put together a document, linked below, which covers important items related to the rate changes. This include topics such as:… Read more »

Jun 29, 2026

Lending Communications are Easier Than Ever with CU*Chat!

Lender*VP invites you to learn all about their newest product for lending, CU*Chat! A chat platform built into the loan application workflow in CBX, CU*Chat allows borrowers and staff to easily communicate about loan applications. Whether it’s gathering references, verifying collateral information or requesting support documents, any and all communication with the borrower is seamless… Read more »

Jun 25, 2026

Do You Have a New Member Service Representative?

Join the 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 CBX. We will concentrate on the tools that help users answer various member inquiries relating to accounts and account history. Participants… Read more »

Jun 25, 2026

Your Archive is Simply a Click Away! New iDOCVault Integration for CU*Publisher Request Center

As of June 10th, we have deployed an update to the CU*Publisher Request Center, giving you the ability to send member uploads straight to iDOCVault. Your archive is simply a click away! No downloading, no re-uploading – simply spot a document you need to archive, hit “Archive to iDOCVault,” fill in your index info right… Read more »

Jun 25, 2026

5300 Call Report: 2nd Quarter Update

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 2nd Quarter Update Before you start working on your 2nd quarter Call Report in CBX, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q226 Call Report any time after July 1, but be sure… Read more »

Jun 25, 2026