Are you looking for information about future releases? Check out the Release Planning Page Or take a look at training and demo videos from previous releases. What happens after a release? Learn about our Post Release Validation program. 2022 Analytics Booth Release AB_22.06 Release Summary – June 6, 2022 Owner’s View Monthly Recap – May 2022… Read more »
Release Planning
Ever wonder what’s coming for CU*BASE or It’s Me 247 online banking or other CU*Answers tools? This page is intended to help you keep in the loop for things that are in the pipeline or nearing completion. Just remember that our development cycle is a living, breathing machine and we are committed to remaining flexible and nimble so that… Read more »
Pricing Guides
Pricing Philosophy Pricing is a tricky business. You can approach it from several different perspectives, ranging from “charge what the market will bear,” to “recover your development costs plus a small profit,” to “give it away and hope for a bigger payoff down the road from the relationship,” to myriad other cost accounting, profit… Read more »
Risk Assessment Center
Share with Your Partners! Have you developed a risk assessment format that you believe works well and satisfies the NCUA requirements? Share your format with your CUSO partners! Submit a copy of your risk assessment or the template you used (clean it up to remove any details you’d rather keep private, of course) to dmoore@cuanswers.com… Read more »
My Favorite Dashboards and Reports Series
These helpful brochures cover over 60 CU*BASE dashboards and reports and over 100 CU*SPY reports! My Favorite Dashboards and Reports Auditing and Compliance Jim Vilker, Vice President, Professional Services, AuditLink, CU*Answers, has picked his top ten CU*BASE dashboards and reports in the My Favorite Dashboards and Reports – Auditing and Compliance brochure. Use this resource… Read more »
Newsletters
Stay current by subscribing to CU*Answers newsletters. You can subscribe to The Education Report, Client Services Report, and the SettleMINT EFT newsletter. Don’t worry, you can unsubscribe at any time. Why not do it today? Sign up here
Related News
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 CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q222 Call Report any time after July 1, but be sure… Read more »
May Owner’s View Monthly Recap
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the May 2022 edition of the Owner’s View Monthly Recap! May 2022 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… Read more »
Good Faith Estimate and Settlement Statement Mortgage Forms to be Sunset in October
Good Faith Estimate and Settlement Statement Mortgage Forms will be sunsetting with the 22.10 Release in October. Prior to October 3, 2015, The Good Faith Estimate (GFE) and HUD-1 Settlement Statement forms were the standard mortgage forms used by CU*Answers. These forms have since been replaced with the Loan Estimate and Closing Disclosure (TILA/RESPA Integrated… Read more »
Did You Update Your Automated Queries After the Release?
Don’t forget: the 22.05 Release of CU*BASE was implemented on May 15th. Be sure to review database changes before running queries for this month. Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »
Check Out the CU*BASE 22.05 Release Resource Companion
The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each. Follow the link below to review the 22.05 Release Resource Companion – inside you will find key items related to the 22.05 Release including: A new video showing how members can set… Read more »
CU*BASE 22.05 Release Updates
ATTENTION ONLINE CREDIT UNIONS As a reminder, the 22.05 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on May 15th. We will be posting any/all issues related to the 22.05 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will… Read more »
April Owner’s View Monthly Recap
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the April 2022 edition of the Owner’s View Monthly Recap! April 2022 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… Read more »
CU*BASE Release 22.05 is Arriving Soon!
CU*BASE Release 22.05 Online and Site Four Release Date is May 15 Self-Processor Release Date is May 22 Documents 22.05 Release Summary 22.05 New and Updated Tool Summary 22.05 Database Changes Summary Training Attend a Release Review Webinar Following the release, if someone logs into a workstation that is not at the proper version of… Read more »
Join Us for CU*BASE 22.05 Release Training!
CU*BASE 22.05 is coming soon – join one of our upcoming release training sessions! The 22.05 release of CU*BASE will be arriving on May 15th for Online and Site-Four clients, and on May 22nd for Self-Processing credit unions. CU*Answers will be hosting two separate training sessions for the upcoming release on the following dates: Thursday,… Read more »
Reminder: Automated Reports and Queries
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »