Client News provides the information you need to stay current with what’s happening.
You may also want to check out the press release section.
Learn All About 5300 Call Report Tools in CU*BASE
To learn about the features of 5300 Call Report Tools, join Karen Sorensen, 5300 Call Report Project Coordinator, for an upcoming webinar. During this session, Karen will provide an in-depth look at how to use the 5300 Call Report Tools in CU*BASE. This class is designed for credit union staff responsible for gathering data and… Read more »
Pull Up a Seat for a Learning Café Session
Skip-a-Pay gives credit union members the opportunity to catch up on bills, save extra shopping funds, plan a vacation or support other financial needs. During this month’s Learning Café session, Ashley Melder and Beth Barron will discuss how to build and configure a Skip-a-Pay program, allowing you to offer this option to your own members. … 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: How do I manage variable loan rate changes in CU*BASE? Check out this NEW topic! (AB 5303) How do I update my loan products and the… Read more »
A Reminder for Experian Clients: Update Your Password Every 90 Days
A reminder for clients who use Experian for credit pulls: Experian passwords expire every 90 days. Experian will send your financial institution a reminder when your password is set to expire. Please remember to update your password accordingly every 90 days and to update us each time that this process has been completed. This will… Read more »
Conversations On Education: Learn All About Designing an Education Plan and Calendar!
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group will discuss topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the… Read more »
Now Available: Xtend’s 2022 ACH Audit Report
An ACH Audit of Compliance for Xtend, Inc. was performed November 21–22, 2022. This ACH annual audit was completed in compliance with ACH Operating Rules by The Clearing House Payments Authority, a Nacha Direct Member. A copy of the ACH audit report is available here for your convenience. If you have any questions, or if… Read more »
In Case You Missed It – Late February 2023
Take a look back at some important topics from the second half of February 2023: MOP Manager, Available March 1st! Create and Maintain Your Own MOP Sites Learn All About the Affordable Financing Options Offered by Auto Financial Group! Have You Taken Advantage of these Features in Mobile Manager? Need to Update CU*BASE User IDs?… Read more »
MOP (Membership Opening Process) 2.0 is Available for Credit Unions to Launch Today!
MOP 2.0 includes the following updates for your credit union: New updated look/feel of your credit union MOP site, including a new background header image that your credit union can include while a member is applying. State filtering – your credit union can now limit what states members are opening their memberships through MOP. eSign… Read more »
Two for Tuesday with CEO Geoff Johnson – 2/28/2023
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.
Video of the Week: Updating Share Draft Exceptions
Updating Share Draft Exceptions Need a quick way to show your staff how they can update a share draft exception in CU*BASE? Refer them to this video, which has been viewed 1,050 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
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
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
Here Comes the Next Collections Roundtable!
Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CU*BASE processes. This quarter’s roundtable session will be hosted virtually. Join us for the third session of the 2025 Collections Roundtable Series – for whichever session you’d like, or both! Click the button below to sign up today. Register Today
Contact Us!
