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In Case You Missed It – Late June 2026
Take a look back at some important topics from the second half of June 2026: Lending Communications are Easier Than Ever with CU*Chat! 2026 Education Spotlight – Standard Teller Techniques Tips from Lender*VP: Recommendations for Credit Unions that Utilize 1Click Offers AuditLink Invites You to Join a Conversation on Fraud! 2026 Education Spotlight – Head… Read more »
ProDOC Sunsetting in October – Resources for Transitioning to CU*Forms
ProDOC will be sunsetting in October 2026. To ensure a smooth, uninterrupted experience, all credit unions currently using ProDOC will need to transition to CU*Forms prior to that date. We understand that a change like this requires planning, and we are committed to making the move as seamless as possible. We encourage you to begin… Read more »
Enhancements to Interest-Only Loans Coming Soon – What You Need to Know
We are excited to share Enhancements to Interest-Only Loans coming soon! Project #63501 will add new configurable options for interest-only loans, as well as corrections to certain behaviors for these loan types. This project is currently targeted for July 14th. Additional details on this project are listed below. If you have any questions, please reach… Read more »
Employee Security Updates to the CBX LOS
On Tuesday, July 21st, we will be deploying enhancements to our employee security settings for the CBX LOS. These enhancements will allow you to control which employees are able to create or access loan applications for existing members, as well as which employees are able to book/create loan accounts. These checkboxes will be live in… Read more »
Two for Tuesday with CEO Geoff Johnson – 6/30/2026
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics. Have a question for Geoff? Have a question for Geoff? We’re gathering questions for possible inclusion in future episodes of Two for Tuesday and… Read more »
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:… Read more »
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… Read more »
Do You Have a New Member Service Representative?
Join the Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CBX. We will concentrate on the tools that help users answer various member inquiries relating to accounts and account history. Participants… Read more »
Your Archive is Simply a Click Away! New iDOCVault Integration for CU*Publisher Request Center
As of June 10th, we have deployed an update to the CU*Publisher Request Center, giving you the ability to send member uploads straight to iDOCVault. Your archive is simply a click away! No downloading, no re-uploading – simply spot a document you need to archive, hit “Archive to iDOCVault,” fill in your index info right… Read more »
5300 Call Report: 2nd Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 2nd Quarter Update Before you start working on your 2nd quarter Call Report in CBX, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q226 Call Report any time after July 1, but be sure… Read more »
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Take Advantage of the NEW 1Click Autopilot Program!
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
1Click Autopilot
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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Dive into Administrator Features Available in TLC!
If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Use the button below to register now! Register Now
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