New Design Coming for October Statements Printed by Sage Direct

(This message applies only to online clients who use Sage Direct to print member account and credit card statements.) As announced at the 2009 Leadership Conference in June, we’ve been working with Sage Direct on a major project to switch from transmitting statement data in a print file to something referred to as a “flat… Read more »

Oct 8, 2009

HA Rollover Scheduled for October 18-21, 2009

We will be rolling to the HA backup system starting at approximately 9:00 p.m. ET on Sunday evening, October 18.  While the system is rolling over, there will be brief interruptions to all systems including CU*TALK audio response and It’s Me 247 online banking for a period of about 30-60 minutes.  We will continue to… Read more »

Oct 5, 2009

5300 Call Report: 3rd Qtr Update

Before you start working on your 3rd Qtr Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter.  Don’t forget – you can start working on your Q309 Call Report any time after October 1, but be sure to wait until all entries have been posted to your general… Read more »

Sep 28, 2009

Changes Coming for Good Faith Estimates & Settlement Statements!

As you may already know, the Federal government is mandating changes to the form overlays for the Settlement Statement form and the Good Faith Estimate (GFE) form. The deadline for the new forms to be in place is January 1, 2010. We are planning on making the necessary changes in time for the CU*BASE 9.5… Read more »

Sep 25, 2009

Bankruptcy Procedures for Proper Statement Delivery

A Note about Statements for your Lending Team: The Credit CARD Act and the new attention to Reg. Z requirements about statements has prompted many CUs to rethink their statement configuration, in many cases for the first time since they first converted to CU*BASE. (Over the last couple months, we have updated the configuration for… Read more »

Sep 23, 2009

New Print Specs for Statement Inserts

A Note about Statements for your Marketing Team: Just a quick FYI that we recently published some updates to the printing and packaging specifications for statements inserts.  Because of some new equipment, Sage Direct can now accommodate a slightly smaller insert size than before.  Also, it is now possible for your printer to package multiple… Read more »

Sep 23, 2009

Statement Processing: Complying with Reg Z and the Credit CARD Act

A Note about Statements for your CEO/Manager, from the desk of Randy Karnes: You might recall that when the Credit CARD Act and the 21-day rule first started making waves, we sent a communication explaining that because of our contractual arrangements with Sage Direct, the next month where we were concerned about being able to… Read more »

Sep 23, 2009

Professionals On The Move

CU*Answers is happy to announce some exciting changes for some key members of our team: GEOFF JOHNSON, currently VP of Lending Products, has been named the new Executive Vice President of Client Interactions. Geoff will continue to lead the effort on Lender*VP as well as assuming the additional duties of leading the way for CU*Answers… Read more »

Sep 21, 2009

CEOs Invited to the 2009 CEO Strategies Event

Credit Union CEOs are invited to attend this year’s CEO Strategies event being held the week of November 9-13, 2009.  Same 3-day format as before, for credit union CEOs only. A theme for this year’s CEO Roundtable is “Peers Coaching Peers Through Brainstorming.” The day will include break-out groups covering topics suggested by our Board… Read more »

Sep 17, 2009