What can you do in It’s Me 247 online banking? Here is a link to the same help available to your members inside It’s Me 247 Online Banking. Be sure to check out the Frequently Asked Questions and the Security section so you are well versed to answer any member inquiries.
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5300 Call Report: 3rd Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 3rd Quarter Update Before you start working on your 3rd 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 Q323 Call Report any time after October 1, but be… Read more »
CU*BASE Release 23.10 is Arriving Soon!
CU*BASE Release 23.10 Online and Site Four Release Date is October 8 Self-Processor Release Date is October 15 Documents 23.10 Release Summary 23.10 New and Updated Tool Summary 23.10 Database Changes Summary Training Attend a release review webinar! Thursday, September 28 @ 3:00 PM – 4:30 PM ET Thursday, October 5 @ 3:00 PM –… Read more »
Sunsetting Management of SonicWALL Firewalls – Order Your Fortinet Firewall Today
Beginning January 1, 2024, we will only provide management services for Fortinet firewalls and will discontinue management of SonicWALL firewalls (this will not impact secure email and secure remote access devices). The message below was sent to client credit unions who have not yet purchased a Fortinet firewall to replace their SonicWALL. If you wish… 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 »
August Owner’s View Monthly Recap
Check out recent programming changes in the August 2023 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… Read more »
July Owner’s View Monthly Recap
Check out recent programming changes in the July 2023 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… Read more »
June Owner’s View Monthly Recap
Check out recent programming changes in the June 2023 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… 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 CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q223 Call Report any time after July 1, but be sure… Read more »
May Owner’s View Monthly Recap
Check out recent programming changes in the May 2023 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… Read more »
CU*BASE 23.05 Release Updates
ATTENTION ONLINE CREDIT UNIONS As a reminder, the 23.05 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on May 7th. We will be posting any/all issues related to the 23.05 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post, which can be accessed… Read more »
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Get Registered for CU*Answers University Week!
CU*Answers University Week is coming January 26 – 29! Register for our most timely and relevant courses condensed into one week – each course is FREE to attend. Use the button below to register now! Register Now
FUEL Clients: Join Our Upcoming Roundtable Discussion!
Attention Lender*VP clients who utilize the FUEL Decision Model: we want to hear from you! Join Elliott Petty and Tom Heidenga for an upcoming roundtable event as they facilitate an open conversation on FUEL. Join your peers to share insights and voice questions relating to the FUEL Decision Model. Click the button below to register today! Register Today
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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GOLD Updates
The next GOLD updates are currently scheduled for:
- Online/Partner CUs
- 26.05 May. 17, 2026 (Sunday)
- Self Processing CUs
- 26.05
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