Viewing Members with Specific Account Balance
Need a quick way to show your staff how they can use CU*BASE to view a list of members with a certain account balance? Refer them to this video, which has been viewed 861 times!
Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Have you heard about MOP Manager? This self-service option grants your credit union the ability to create your own credit union MOP sites, as well as the option to update any existing MOP sites that you may already be operating. MOP Manager also gives you the ability to make edits to homepage promotions, eligibility page,… Read more »
SettleMINT EFT invites you to join us for a Conversation on Bill Pay/P2P! During our upcoming session, we will engage in a conversation about marketing to your members – this session will be hosted in collaboration with Xtend, as we explore options available through Bill Pay and P2P platforms. Register today by clicking the button… Read more »
On May 21st, a project was implemented for a new cross-reference table which generates a Unique Membership Identifier (UMI) and stores this value in a database file. The cross-reference ID is generated based on account number and allows for ease of use for special reporting (query), as well as custom programs/third parties. For more details… Read more »
This month’s Learning Café session will be hosted by Kyle Karnes, Imaging Solutions Manager. Join Kyle for a chat on Imaging initiatives, including what is currently being worked on and what’s coming in the near future! Topics discussed will include: Native Receipts CU*Forms Print Session Replacement Click the button below to register for this event!… Read more »
CU*Answers Quarterly Contests Have you signed up for the CU*Answers Quarterly Contests? Our Quarterly Contests are FREE to participate in, with the option to purchase the prize and guarantee a winner from your Credit Union. There is still time to sign up for Q3 and Q4 and give your members the opportunity to win fun… Read more »
1Click Unfunded is a new type of 1Click offer that allows your credit union to present pre-approved secured loan offers to members – still via online and mobile banking, but without immediate funding and loan creation! Instead of automatically opening the loan account and disbursing the funds, when your member accepts the offer, a pre-approval… Read more »
Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Check out the link below for a spotlight on the recently-updated CU*BASE Daily Reports booklet. Reference Guides Have… Read more »
A reminder for clients who use Experian for credit pulls: Experian passwords expire every 90 days. Experian will send your financial institution a reminder when your password is set to expire. Please remember to update your password accordingly every 90 days and to update us each time that this process has been completed. This will… Read more »
Check out recent programming changes in the May 2024 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
1Click Loan Offers are already easy for your members to take advantage of, so why not make them easy for your staff too? 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… Read more »
More related in Category: **Home** Client News CU*Answers Lender*VP Or Tag: Lender*VP online self-processing
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 us for the 10th annual AuditLink Conversations on Compliance event, hosted at the Sheraton Grand Rapids Airport Hotel in Grand Rapids, MI! This year’s event will take place on Wednesday, May 14th, from 9:00 AM to 3:30 PM ET. For more information and registration, please click the button below. Learn More
Are you planning to attend this year’s Michigan CU League Conference in Grand Rapids, MI? We’d like to invite you to the CU*Answers afterparty, hosted at Big Mini Putt Club! Attendance is FREE and there is no need to RSVP. Join us for food, drinks and fun! Click the button below to learn more. Learn More
