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Updated
December 10, 2025

Related News

An Important Update on the SWIVEL Project

An Important Update on the SWIVEL Project

***This announcement applies to credit unions who received the associated email.***

Time for another quick update about milestones in the project to shift former Magic-Wrighter products to SWIVEL resources. (See our previous update sent in April.)

If you have signed a contract to continue with SWIVEL services:

  • Migrations from LoanPay Xpress (either standalone from your website and/or via online banking) to the short-term, temporary “bridge” solution will be wrapping up very soon. We are working closely with SWIVEL to complete the minor tasks they need our team needs to do to assist their efforts. Contact your SWIVEL implementation rep if you have questions, or Success@getswivel.io.
  • Migrations to the short-term temporarily solution for our remaining integrations will be completed by SWIVEL during the week of June 22nd. CU*Answers will be supporting SWIVEL during this process but all of the work is being done by SWIVEL. Watch for communications from SWIVEL on what to expect (the plan is that the transition will be unnoticed by your members or staff). This includes:
    • A2A transfers in online banking
    • A2A transfers in Phone Operator
    • A2AFT (recurring A2A transfers)
    • Accounts payable vendor payments via ACH
    • New account funding via MOP (online membership opening process)
  • Work is also progressing nicely on the long-term, permanent solution (rewriting all these integrations using SWIVEL APIs). You will receive communications during July about the transition to this final infrastructure.

If you have NOT signed a contract to continue with SWIVEL services:

Starting in July any service formerly provided by Magic-Wrighter will be inactivated and no longer supported. CBX and online banking configurations will be deactivated and those features will no longer function once SWIVEL turns off its existing Magic-Wrighter infrastructure. This includes:

  • LoanPay Xpress (standalone from your website and/or via online banking)
  • A2A transfers in online banking
  • A2A transfers in Phone Operator
  • A2AFT (recurring A2A transfers)
  • Accounts payable vendor payments via ACH
  • New account funding via MOP (online membership opening process)

Questions should be directed to your SWIVEL representative at Success@getswivel.io.

Jun 19, 2026

Learn All About Updates Coming Soon to Interest-Only Loans!

Learn All About Updates Coming Soon to Interest-Only Loans!

Does your credit union offer Interest-Only Loans through CBX? Join our upcoming webinar as we discuss enhancements to Interest-Only Loans that will be rolling out later this summer! We’ll detail the changes that are being implemented and how your credit union should prepare for these enhancements. Click the button below to register!

Wednesday, June 24th

3:00 PM – 4:00 PM ET

Register Today

Jun 19, 2026

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

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

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 July!

 

Wednesday, July 1

CU*Chat Demo with Lender*VP

3:00 PM – 4:00 PM ET

Register for Web Conference

 

Thursday, July 2

Meet AuditLink – A Cooperative Approach to Vendor Management

3:00 PM – 4:00 PM ET

Register for Web Conference

 

Monday, July 6

Reports and OUTQs – Navigation Tips and Tricks

9:30 AM – 10:30 AM ET

Register for Web Conference

 

Custom Training Edition (CTE) Demo

3:00 PM – 3:45 PM ET

Register for Web Conference

 

Tuesday, July 7

Leadership Essentials for New Supervisors

10:00 AM – 11:00 AM ET

Register for Web Conference

 

360 Mortgage Processing

10:00 AM – 11:00 AM ET

Register for Web Conference

 

Escrow Processing

3:00 PM – 3:30 PM ET

Register for Web Conference

 

MAP/MOP – Applying for Membership Online

3:00 PM – 4:00 PM ET

Register for Web Conference

 

CU*Forms Programming Workshop

3:30 PM – 4:00 PM ET

Register for Web Conference

 

Wednesday, July 8

Microsoft Excel for Credit Unions

10:30 AM – 11:30 AM ET

Register for Web Conference

 

Member Services Training Day

1:00 PM – 4:30 PM ET

Register for Web Conference

 

Thursday, July 9

New 1Click Relationship Offers Demo with Lender*VP

3:00 PM – 4:00 PM ET

Register for Web Conference

 

Learning Cafe

Balancing Made Easy Guide

3:00 PM – 4:00 PM ET

Register for Web Conference

 

Monday, July 13

Getting Started with Unique Data Management (UDM)

9:30 AM – 10:30 AM ET

Register for Web Conference

 

It’s Me 247 Online Banking

10:45 AM – 11:45 AM ET

Register for Web Conference

 

Member Services: Inquiry and Phone Operator

3:00 PM – 4:00 PM ET

Register for Web Conference

 

Tuesday, July 14

Web Accessibility and You

9:30 AM – 10:30 AM ET

Register for Web Conference

 

How to Develop and Test Your Business Continuity Plan

10:45 AM – 11:15 AM ET

Register for Web Conference

 

Online Credit Cards: Daily Maintenance/Reports

3:00 PM – 4:00 PM ET

Register for Web Conference

 

CU*Forms Programming Workshop

3:00 PM – 4:00 PM ET

Register for Web Conference

 

Wednesday, July 15

Standard Teller Techniques

9:30 AM – 11:00 AM ET

Register for Web Conference

 

Head Teller Vault and Change Fund Management

2:30 PM – 3:30 PM ET

Register for Web Conference

 

FUEL Decision Model Roundtable Discussion

3:00 PM – 4:00 PM ET

Register for Web Conference

 

Providing First-Class Customer Service to Members

3:30 PM – 4:30 PM ET

Register for Web Conference

 

Thursday, July 16

Launching Secure Online Form Generator/Request Center

10:00 AM – 11:00 AM ET

Register for Web Conference

 

Launching Your CU*Answers Mobile App

3:00 PM – 4:00 PM ET

Register for Web Conference

 

Tuesday, July 21

The Art of Coaching

3:00 PM – 4:00 PM ET

Register for Web Conference

 

CU*Forms Programming Workshop

3:00 PM – 4:00 PM ET

Register for Web Conference

 

Wednesday, July 22

Management Tools: Leadership Dashboards

3:00 PM – 4:00 PM ET

Register for Web Conference

 

Tuesday, July 28

Internal Controls Best Practices

3:00 PM – 4:00 PM ET

Register for Web Conference

 

CU*Forms Programming Workshop

3:00 PM – 4:00 PM ET

Register for Web Conference

 

The Education Team strives to make each client and staff interaction an opportunity to learn more about the tools of our network. Our Education Specialists reinforce the importance of the 5th Cooperative Principle of Education, Training, and Information. The purpose of the team is to guide users and build confidence in their ability to navigate and understand the system(s) they utilize.

Jun 18, 2026

Important Reminders for HELOC Contract Variable Rate Changes in July

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:

  • The timing of rate changes and ensuring accuracy of the rates
  • Performing manual changes to the pending change record
  • Printing notices for pending change records
  • And more

Additionally, an FAQ document is available, which covers common inquiries relating to variable rates.

We strongly encourage your credit union to review these documents ahead of the July 1st rate change, and share them with your credit union staff as needed. If you have any questions or are unsure if your HELOCs are contract variable rates, please contact the Lender*VP team – we are happy to assist!

Important Reminders for HELOC Contract Variable Rate Changes in July

Frequently Asked Questions – Variable Rates Edition

Jun 18, 2026

2026 Education Spotlight – Head Teller Vault/Change Fund Management

2026 Education Spotlight – Head Teller Vault/Change Fund Management

The Head Teller Vault/Change Fund Management course covers the process of selling, buying, and transferring cash to and from both the bank and tellers. This course will cover tips on balancing the vault and helping tellers balance cash drawers. We’ll also bring special attention to member-correction and teller-line adjustments.

By the completion of this course, participants will be able to:

  • Use tools to balance cash vaults and other types of vaults
  • Replenish vaults
  • Perform a teller-drawer adjustment
  • Perform member account adjustment

Click the button below to register for your preferred session. Dates and times scheduled for the 2026 calendar year include:

Wednesday, July 15th

2:30 PM – 3:30 PM ET

Wednesday, Oct 7th

2:30 PM – 3:30 PM ET

Register Today

For a full list of our 2026 education opportunities, check out the Education Catalog.

 

The Education Team strives to make each client and staff interaction an opportunity to learn more about the tools of our network. Our Education Specialists reinforce the importance of the 5th Cooperative Principle of Education, Training, and Information. The purpose of the team is to guide users and build confidence in their ability to navigate and understand the system(s) they utilize.

Jun 18, 2026

AuditLink Invites You to Join a Conversation on Fraud!

AuditLink Invites You to Join a Conversation on Fraud!

Is fraud prevention a part of your organization’s ongoing conversation regarding your mission, your vision and your goals? Does your staff know the risks they are most likely to face or common traits of fraudsters?

Join AuditLink for an open forum discussion on fraud prevention, fraud detection, emerging risks, current issues, best practices and more. We invite our network credit unions to help drive the conversation, to share knowledge with one another, and to gain some tips from our team members as they detail CBX tools for monitoring and mitigating fraud risk.

Join the conversation – click the button below to register today!

Tuesday, July 21st

2:00 PM – 3:00 PM ET

Register Today

 

Want to stay connected on all our upcoming discussions relating to fraud?  Visit the Conversations on Fraud webpage and sign up to join our email group.

AuditLink

Interested in joining conversations about other topics?  Visit our website to view all of our current groups.

Jun 17, 2026

Tips from Lender*VP: Recommendations for Credit Unions that Utilize 1Click Offers

Tips from Lender*VP: Recommendations for Credit Unions that Utilize 1Click Offers

For all 1Click Offer users in the network, Lender*VP would like to remind you of the following recommendations prior to sending out offers to members:

Before you run your batch flood to your membership, it is important to run a test offer. This is done in a similar manner as defining your offer, but instead of running the offer for a batch of members, make the Query for just a single employee account or a group of employees. Sending a test offer helps to ensure that all key data elements are correct as well as your disclosures.

When testing an offer, we recommend you review the following items in both the offer itself and on your disclosure:

  • Interest Rate
  • Loan Amount
  • Term
  • Disclosure
  • Late Payment Verbiage
  • Collection Cost Verbiage
  • MLA verbiage

Each 1Click campaign may need a new form programmed. Please contact the Lender*VP team at lendervp@cuanswers.com for assistance.

When creating a LOC 1Click Offer, a term is required to send the offer. This is true even if you use the percent for payment method. The term used is pulled from what is configured at the product level. Therefore, if you use the percent for payment method, you want to make sure the term that is configured aligns with the other numbers in your offer. You can do this by following the instructions below:

  1. Go into Tool #2 and start an application.
  2. Fill in the desired amount, percent to use for payment (configured at category & product level and automatically brought in), and payment amount.
  3. Hit enter to proceed and the system will calculate what the term should be to align with your other numbers.
  4. Then go into Tool #470 and update the term in the product code you are using for the 1Click Offers to match what the system gave you for a term in the application.
  5. Ensure your review date configured in the product level reflects the term result you come up with.
  6. This would allow for the 1Click Offer to then be sent out with the correct term and booked with the correct review date.
Jun 17, 2026

2026 Education Spotlight – Standard Teller Techniques

2026 Education Spotlight – 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.

By the completion of this course, participants will be able to:

  • Navigate Tool #1 Teller Processing
  • Process Teller Transactions
  • Balance Teller Drawers

Click the button below to register for your preferred session. Dates and times scheduled for the 2026 calendar year include:

Wednesday, July 15th

9:30 AM – 11:00 AM ET

Wednesday, Sep 23rd

3:00 PM – 4:30 PM ET

Monday, Nov 16th

3:00 PM – 4:30 PM ET

Register Today

For a full list of our 2026 education opportunities, check out the Education Catalog.

 

The Education Team strives to make each client and staff interaction an opportunity to learn more about the tools of our network. Our Education Specialists reinforce the importance of the 5th Cooperative Principle of Education, Training, and Information. The purpose of the team is to guide users and build confidence in their ability to navigate and understand the system(s) they utilize.

Jun 17, 2026

Lending Communications are Easier Than Ever with CU*Chat!

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 and secure via CU*Chat! Plus, any documents or images the borrower sends will automatically be saved back to your vault with the rest of the loan package.

Sign up for our demo to see how your team can use CU*Chat to make communication easy!

Wednesday, July 1st

3:00 PM – 4:00 PM ET

Register Today

Click the button below for more details about CU*Chat on our store page.

Visit the Store

Jun 16, 2026

Learn All About Updates Coming Soon to Interest-Only Loans!

Learn All About Updates Coming Soon to Interest-Only Loans!

Does your credit union offer Interest-Only Loans through CBX? Join our upcoming webinar as we discuss enhancements to Interest-Only Loans that will be rolling out later this summer! We’ll detail the changes that are being implemented and how your credit union should prepare for these enhancements. Click the button below to register!

Wednesday, June 24th

3:00 PM – 4:00 PM ET

Register Today

Jun 16, 2026

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