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We do not generally gather or store information that may identify who visits our site. We do not have a way for you to access the information that we do gather, nor do we authorize third-parties to access that information.

Changes

From time to time, we may change or amend our privacy policy. If we do, we will display a prominent notice of change on our home page with a link to the changed section.

Exclusivity

To the extent that our site contains links to other sites, affiliated or otherwise, you should not assume that this privacy statement applies to those other sites. This privacy statement applies only to information stored at this CU*Answers website.

Related News

Check Out the New Resources Featured in this Edition of Documentation Digest!

Documentation Digest is your go-to knowledge base for questions relating to 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! Click on the links below for a deeper dive into each item, and don’t forget to share these with your staff!

Knowledge Base Topics

How many CBX sessions can I have open at the same time? Check out this NEW topic! (KB 5767)

I am roaming/roving/floating teller. My primary branch/vault is 01. However, I am authorized to work at other branches. I am filling in today at branch 04, but when I got to activate my teller drawer, it is activating for vault 01. What caused this and how do I activate the correct drawer? Take a look at this NEW topic! (KB 5778)

My member closed their account in November and received a November Statement but did not receive a December Statement. Why? How will they get their 1099-INT information? Learn more about this HIGHLY RATED topic! (KB 4093)

Aug 21, 2026

Join CU*NorthWest for the 2026 Empower Conference!

CU*NorthWest invites you to our 2026 Empower Conference! This impactful event is an opportunity to gain valuable insights, participate in collaborative networking with your peers, and engage in discussions to help you get the most out of your core!

This year’s conference will be hosted at the Northern Quest Resort & Casino in Airway Heights, WA. The conference is free to attend for any/all interested credit unions. Click the button below to register and to view additional details including the conference agenda, hotel accomodations and transportation options.

Monday, September 28 – Wednesday, September 30

Register Today!

Aug 21, 2026

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:

Go into Tool #2 and start an application.
Fill in the desired amount, percent to use for payment (configured at category & product level and automatically brought in), and payment amount.
Hit enter to proceed and the system will calculate what the term should be to align with your other numbers.
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.
Ensure your review date configured in the product level reflects the term result you come up with.
This would allow for the 1Click Offer to then be sent out with the correct term and booked with the correct review date.

Aug 20, 2026

Lender*VP and Edge Invite You to an In-Person Lunch & Learn Event at TechTown in Detroit!

Join Lender*VP and our partners at EDGE for a Lunch & Learn event hosted at TechTown in Detroit, MI! This in-person event will explore practical ways that your credit union can put data to work – from reducing manual processes and supporting smarter lending decisions, to improving member experience and gaining a more complete view of financial health. We’ll combine real-world examples, peer discussion, and a live look at how EDGE translates CBX data into actionable cashflow insights, with the opportunity to discuss where these capabilities could create the most value for your orgnization.

TechTown is located at 440 Burroughs St, Detroit, MI 48202. Click the button below to sign up for this event and engage with your network peers – we look forward to seeing you there!

Wednesday, September 30th

11:30 AM – 2:00 PM ET

Register Today

Aug 20, 2026

Join Us for a Conversation on Online Member Experience!

The Internet Retailer Support Center invites you to join us for our next Conversation on Online Member Experience! Learn from your peers about what is currently working for them and what is not. This event is an opportunity to engage with professionals who help connect your members to your credit union’s products and services, and keep them coming back for more.

Be a part of the conversation – click the button below to registe

Thursday, September 17th

3:00 PM – 4:00 PM ET

Register Today

If you have any questions regarding Conversations on Online Membership Experience or if you would like to join our mailing group to stay informed about upcoming events, drop us a line at: irsc@cuanswers.com.

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

Aug 20, 2026

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!

The October Boot Camp will feature returning guest speaker Matt Sakuta, ISO of Damian Walters and Associates, LLC (DWA). With over 40 years of IT experience, DWA brings a comprehensive and in-depth skill set to their work. They specialize in delivering IT security assessments, compliance audits, control testing, ISO consulting, and systems/network governance and design. Their expertise serves financial institutions, healthcare organizations, and entities managing sensitive transactions. Mr. Sakuta will be holding a conversation regarding the topic of Artificial Intelligence (AI) Governance within Financial Institutions.

Why Should I Attend Boot Camp?

Attending boot camp will give you in-depth training on CBX, CU*Forms and ProDoc troubleshooting, along with valuable insights into architecture, security, administration, and reporting tools.

Who Should Attend Boot Camp?

Any IT staff at the credit union interested in learning more about technical troubleshooting in a typical CU*Answers credit union environment.

Why is Boot Camp Essential?

We want to empower your IT team with the capabilities to provide your staff support for many of the commonly occurring end-user issues.

Why is Boot Camp so Great?

At Boot Camp you’ll get equipped with the latest knowledge, tips, and tricks about installing and supporting core software. You’ll learn the easy way how to troubleshoot and fix problems. You’ll learn about the latest security defenses which you can apply both at the credit union and at home. You’ll get a chance to network with peers; and it’s a lot of fun!

Does Boot Camp Cost Anything?

The boot camp is free to attend; travel expenses would be incurred by the credit union.

Is Boot Camp Offered at My Credit Union?

Boot camp is hosted bi-annually at CU*Answers headquarters in Grand Rapids, MI.

Sign Up Today!

Aug 20, 2026

Meet Your New Estate Planning Program Powered by Legal Karma

CU*Answers invites you to meet to our network partner, Legal Karma. Legal Karma brings estate planning packages to your members with unlimited white-glove support, conveniently integrated through platforms they already utilize. Join CU*Answers and our friends from Legal Karma to learn about the estate services that Legal Karma can offer to your credit union and the convenience provided to your members.

Click the button below to register today!

Thursday, September 10th

2:00 PM – 3:00 PM ET

Register Today!

Aug 19, 2026

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 September!

Tuesday, September 1

CU*Forms Programming Workshop

Trending Webinar Series!

3:00 PM – 4:00 PM ET

Privacy Notice

Access to Personal Information

Changes

Exclusivity

Related News

Knowledge Base Topics

Monday, September 28 – Wednesday, September 30

Wednesday, September 30th

Thursday, September 17th

Why Should I Attend Boot Camp?

Who Should Attend Boot Camp?

Why is Boot Camp Essential?

Why is Boot Camp so Great?

Does Boot Camp Cost Anything?

Is Boot Camp Offered at My Credit Union?

Thursday, September 10th

Tuesday, September 1

Wednesday, September 2

Thursday, September 3

Tuesday, September 8

Wednesday, September 9

Thursday, September 10

Friday, September 11

Monday, September 14

Tuesday, September 15

Wednesday, September 16

Tuesday, September 22

Wednesday, September 23

Thursday, September 24

Tuesday, September 29

Wednesday, September 30

Current Hot Topics in Lending. If you missed our recent announcements, check out our handy recap in this edition of the Lender*VP Newsletter!

Upcoming Events – there’s still time to register for these webinars!

Helpful Tips and Reminders. Don’t forget to review the following!

CBX Updates

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