Client News provides the information you need to stay current with what’s happening.
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Video of the Week: Viewing Members of a Specific Age
Viewing Members of a Specific Age Need a quick way to show your staff how they can use CU*BASE to view a list of members who fall within a specific age range? Refer them to this video, which has been viewed 811 times! Play Video Check out our entire collection of video tutorials in the Show… Read more »
Join Lender*VP for a Conversation on Skip-a-Pays!
Join the Lender*VP team for a deep dive into Skip-a-Pay! See what other credit unions are doing, learn what’s working and what isn’t, and share ideas you have for Skip-a-Pay! What questions do you have about Skip-a-Pay? This is the perfect opportunity to share these with the Lender*VP team and collaborate with your community –… 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 »
Important Training on Enhancements to Automated Payment Changes Arriving with CU*BASE 23.05
Arriving with the CU*BASE 23.05 Release are enhancements for automated payment changes, which will affect credit unions currently offering contract variable rates in MEMBER6. In preparation for this, the Lender*VP team will be hosting special training sessions. We strongly recommend that credit unions who offer these contract variable rates in MEMBER6 register to have staff… 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 »
Check Out These Helpful Resources for Completing the 5300 Call Report in CU*BASE
Do you have new staff who will be assisting with the quarterly 5300 Call Report or current staff who could use a refresher on these tasks? Below are several great resources that you can share with your team! Click here for a list of AnswerBook topics relating to 5300 Call Reports. Learn more about quarterly… Read more »
Need to Process TruStage Insurance Files? We can Help!
Looking to prepare and submit a membership file using the program that was developed for CUNA Mutual Group’s TruStage Insurance Program? This is now handled by the CU*Answers Operations team, who can help process this request on your behalf! The processing cost is $100 for a one-time file submission. To get started, click the button… 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: Where can I get help for payment issues with 360-day interest calculation mortgages, interest accruals, and payment & interest corrections? Check out this NEW topic! (AB 5307)… Read more »
Have a question for CU*Answers? Who do you call?
At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs. When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »
Let Your Members Know About Inclement Weather Closings with Mobile Alerts, Powered by CU*Publisher
Wouldn’t it be convenient to have the option to inform your members that specific branch locations will be closed due to inclement weather or power outages? Look no further than Mobile Alerts! Powered by CU*Publisher, this tool allows you to configure routine or one-time alerts for different platforms on both Android and iOS. If your… Read more »
Join Network Services for our October Boot Camp
Join us October 29th and 30th for a two-day boot camp! This is an opportunity for your credit union IT members build their knowledge of core product deployment and support. Please note: seating for this event is limited – if you are interested in attending, we encourage you to sign up soon! Use the button below to register today. Register Now
Learn All About Using CBX Tools for Compliance with the Bank Secrecy Act
Do you have supervisory personnel who would like to learn more about the configurations and operation of CBX tools for use in monitoring, evaluating, and reporting on events associated with BSA compliance? Encourage them to register for our upcoming webinar! Use the button below for more information and registration. Register Now
Take a Look at the CU*Answers University Courses for October!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in October! Learn More
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