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Register for Part 3 of Our Webinar Series on BSA Exams Made Easy!
Successful BSA Audits are a critical component of your credit union’s operations but preparing for a BSA Exam /Audit can be overwhelming. If you missed our earlier announcement, AuditLink has teamed up with Lillie and Company on our latest White Paper, “Preparing for Your BSA Exam/Audits Made Easy”. This White Paper can help to ease… Read more »
Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days
Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days Starting Wednesday, March 29th, any/all custom online forms in Request Center will be automatically deleted 30 days after they are marked “Completed”. This automatic deletion of completed forms will become the retention policy moving forward. If your credit union wishes… Read more »
Learn All About the Affordable Financing Options Offered by Auto Financial Group!
Is your credit union looking for new options to add to your lending programs? Do you have members who are experiencing difficulty with purchasing a new or used vehicle? We invite you to learn all about Auto Financial Group (AFG) and the affordable financing options they offer, including walk-away balloon and lease programs. AFG can… Read more »
Check Out the NEW Topics Featured in this Edition of AnswerBook Digest!
AnswerBook is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. In this edition of AnswerBook Digest, we’re placing a spotlight on the following topics: Explain the multi-layered access controls that are used to secure CU*BASE. Check out this NEW topic! (AB 5298) Is there a way to see what user… 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 »
Update to Cash Back Memos in Xpress Teller as of 2/7/23
As of this morning, February 7th, we have implemented a change to cash back memos in Xpress Teller. Previously, ‘check cashed’ memos would be written in Xpress Teller whenever an outside check or an inhouse check was taken in, even if that check was deposited into an account. Following this change, a ‘check cashed’ memo… Read more »
Two for Tuesday with CEO Geoff Johnson – 2/07/2023
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!
With Mobile Alerts as a self-service option, you can manage all the important communications for your mobile app users. Content for Mobile Alerts can include marketing promos, new branch locations, holiday hours, annual meeting dates and community events, to name a few. The Mobile Alerts option allows for recurring alerts – you can choose whether… Read more »
Video of the Week: Posting a Payroll
Posting a Payroll Need a quick way to show your staff how they can use CU*BASE to post a payroll? Refer them to this video, which has been viewed 509 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
January 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 January 2023 edition of the Owner’s View Monthly Recap! January 2023 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 »
Two for Tuesday
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
Join Us for a Live Demo of Retailer Direct
Retailer Direct is an indirect lending solution developed to offer third parties a direct integration into CU*BASE! Utilizing an online application portal, business retailers offering goods or services can finance loans for members and non-members alike with your credit union.
If you’d like a deeper dive into these features, Lender*VP invites you to join our upcoming webinar as we present a live demo of Retailer Direct! To register, click the button below. Register Today
Lender*VP Invites You to Learn All About Rise Loan Payment Solutions
Rise is a loan payment collection module which gives members the convenience of paying loans with any device, using Visa, Mastercard or ACH. Interested in utilizing Rise as a loan payment solution for your organization? Click below to register for an upcoming webinar, where we will offer a detailed look at Rise! Register Now
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