Client News provides the information you need to stay current with what’s happening.
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Recommendations from Lender*VP – Document Retention for Denied Applications
What is your credit union’s current retention plan for documents relating to denied applications? Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months. Relevant… Read more »
Have You Heard About CU Info?
Have You Heard About CU Info? CU Info allows you to dynamically update your credit union’s information across CU*Publisher products like your Membership Opening sites (MAP/MOP), Mobile 6.0 and the upcoming Biz Mobile 1.0 and Micro Apps. What Info Can I Manage? In addition to managing the members of your CU*Publisher team, you can edit… Read more »
Video of the Week: Processing a Loan Request for a Non-Member
Processing a Loan Request for a Non-Member Need a quick way to show your staff how they can use CU*BASE to process a loan request for a non-member? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Learn All about Native Receipts – Join One of Our Upcoming Webinars!
Have you heard about Native Receipts? This lightweight receipt processing application allows tellers to view, sign, print, and archive receipts, replacing all the functionality currently performed by ProDOC for receipts. With Native Receipts, you get: A modernized look and feel Logos are saved with the receipts Option to send receipts to member storage in It’s… Read more »
Learn All About Mobile 7.0 During Our June Webinars
If your credit union has not yet taken advantage of Mobile 7.0, we invite you to join one of our upcoming webinars! We’ll provide a rounded look at Mobile 7.0, including: How your credit union can order Mobile 7.0 via our online store An overview of new features available in Mobile 7.0 Customization options in… Read more »
AuditLink Invites You to Join a Conversation on Fraud!
Is fraud prevention a part of your organization’s ongoing conversation regarding your mission, your vision and your goals? Does your staff know the risks they are most likely to face or common traits of fraudsters? Join AuditLink for an open forum discussion on fraud prevention, fraud detection, emerging risks, current issues, best practices and more. … Read more »
Did You Update Your Automated Queries After the Release?
Don’t forget: the 24.05 Release of CU*BASE was implemented on May 5th. 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 »
Business Check Deposits Made Easy with CheckLogic Biz SSO
If your credit union has partnered with eDoc for their CheckLogic Biz offering and you have business members who use BizLink 247, your credit union can also offer business members a Single-Sign-On from BizLink 247 to the CheckLogic toolkit. With this solution, your business members can easily access the software to scan in checks for… Read more »
Create and Maintain Your Own MOP Sites with MOP Manager
Have you heard about MOP Manager? This self-service option grants your credit union the ability to create your own credit union MOP sites, as well as the option to update any existing MOP sites that you may already be operating. MOP Manager also gives you the ability to make edits to homepage promotions, eligibility page,… Read more »
Join Us for a Conversation On Bill Pay/P2P: Marketing to Your Members
Cards & Payments invites you to join us for a Conversation on Bill Pay/P2P! During our upcoming session, we will engage in a conversation about marketing to your members – this session will be hosted in collaboration with Xtend, as we explore options available through Bill Pay and P2P platforms. Register today by clicking the… Read more »
Meet AdvantageCIO – New Year, New Partnership!
Join AdvantageCIO for a 45-minute webinar as we introduce the experienced team at Damian Walters & Associates, LLC and share with you details of the new partnership designed to provide professional services at an affordable price. Click the button below to register for this upcoming webinar! Register Now
Get Ready for the Next Collections Roundtable!
Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CBX processes. Have any collection-related questions or topics you’d like to discuss? We welcome you to share these during the roundtable event! Use the button below to register today! Register Today
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