Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, November 14th 2:30 PM – 3:00 PM ET This Month’s Focus Year-End Tasks for November During this month’s Education Express session, Cindy Stevens will lead a discussion on Year-End tasks for the month of November. Cindy will highlight tasks that need to be completed by your credit union, as well as important reminders for… Read more »

Nov 12, 2024

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 11, 2024

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 11, 2024

2024 Year-End Bulletin #2: Your First Deadline

2024 Year-End Bulletin #2: Your First Deadline

Welcome to 2024 Year-End Processing Bulletin #2: Your First Deadline These bulletins will guide you through the year-end processing timeline. Keep an eye on Client News for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 8, 2024 ONLINE CREDIT UNIONS You must review and update your Tax Form Handling Instructions (Tool #916) no later… Read more »

Nov 8, 2024