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 today’s 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:

n        Analyzed CU*BASE loan categories and their flexible configuration.

  • Learned about business-unit configuration
  • Discussed loan-underwriter approval limits

n        Examined configuration tools (purpose codes, security codes, etc.) for analyzing and reporting on the loan portfolio.

n        Reviewed compliance, communication, and training tools available for the loan manager.


n        Loan Categories as the Controlling Service Parameter

n        Multiple Account Suffixes

n        Interest Calculation Methods

n        Delinquency Calculation Methods

n        Disbursement Alternatives

n        Insurance Alternatives

n        Mortgage/Construction Loan Information

n        Understanding the Difference Between MEMBER5 and MEMBER6

n        General Ledger Interfaces

n        IRS Reporting

n        Payment Change Options

n        Purpose Codes

n        Security Codes

n        Collateral Codes

n        Insurance Tracking

n        Other Miscellaneous Configuration Options

n        Configuring Loan Products for Rate Inquiry and the Online Banking “Rate Board”

Course Offerings Schedule

Designing CU*BASE Loan Products