5.00W Designing CU*BASE Loan Products



This class covers the CU*BASE tools utilized in configuring credit union loan products.   From servicing controls, to financial analysis, to examination reporting, CU*BASE leads the way in flexibility and creative processing for todays loan team. This class concentrates on the broad picture of what makes up a loan portfolio and how it is focused.


This class is designed for marketing and loan product developers.


By the completion of this course, students will have:

  • Analyzed CU*BASE loan categories and their flexible configuration.
  • Learned about business-unit configuration
  • Discussed loan-underwriter approval limits
  • Examine configuration tools (purpose codes, security codes, etc.) for analyzing and reporting on the loan portfolio.
  • Review compliance, communication, and training tools available for the loan manager.


  • Loan Categories as the Controlling Service Parameter
  • Multiple Account Suffixes
  • Interest Calculation Methods
  • Delinquency Calculation Methods
  • Disbursement Alternatives
  • Insurance Alternatives
  • Mortgage/Construction Loan Information
  • Understanding the Difference Between MEMBER5 and MEMBER6
  • General Ledger Interfaces
  • IRS Reporting
  • Payment Change Options
  • Purpose Codes
  • Security Codes
  • Collateral Codes
  • Insurance Tracking
  • Other Miscellaneous Configuration Options
  • Configuring Loan Products for Rate Inquiry and the Online Banking Rate Board

Course Schedule

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