Client News provides the information you need to stay current with what’s happening.
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Join Lender*VP for a Conversation on Best Practices for Lending
Join Lender*VP for our upcoming Conversation On Best Practices for Lending! Join your network peers for a discussion on lending practices in CU*BASE. This is a great opportunity to ask questions and share your processes, policies, tips and tricks, along with any other advice you might have! We hope you will join us for this collaborative event… Read more »
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 »
Strategic Income Solutions’ AI Chat: A New Way to Meet the Needs of Your Members
CU*Answers would like to introduce you to Strategic Income Solutions (SIS). Strategic Income Solutions invites you to learn about AI chat support for your credit union members! During this webinar, Strategic Income Solutions will discuss their robust AI chat solution and how it can provide 24/7 answers to your members’ frequently asked questions. This event… Read more »
Don’t Forget: CU*BASE Release 25.05 is Arriving Soon!
CU*BASE Release 25.05 Online, Self-Processor, and Site-Four Release Date is May 18 Documents 25.05 Release Summary 25.05 New and Updated Tool Summary 25.05 Database Changes Summary Training Attend a release review webinar! Tuesday, May 13 @ 3:00 PM – 4:00 PM ET Click Here to Register! Beta Reports If you are interested in reviewing the beta… Read more »
Take Advantage of the 1Click Autopilot Program!
1Click Loan Offers are already easy for your members to take advantage of, so why not make them easy for your staff too? With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking… Read more »
BizLink 247 – Designed for the Unique Needs of Business Members
BizLink 247 is designed for the special needs of business members. Alongside its companion PIB MLO, BizLink 247 allows business owners to have separate logins and individual permissions for each employee – these permissions can be granted either through CU*BASE (via a credit union employee) or PIB MLO (by the business owner/administrator). Once your order… Read more »
Review Service Charge Configurations with Help from Earnings Edge
Is your credit union looking to review options and configurations for service charges in CU*BASE? Earnings Edge has solutions for you! Best Practices for CU*BASE Service Charges This offering includes a review of the options available for configuring a minimum balance service charge, an account service charge, or a transaction service charge through CU*BASE. We’ll… Read more »
Conversations On Education – Developing Onboarding Content for New Hire Training Plans
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses 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 resources available… Read more »
Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!
You’ve spent weeks reviewing CU*BASE Release documentation and your staff has attended CU*Answers Release Training web conferences. Now it’s time to put all you have learned into action! CU*BASE Strategic Release Management is a service which equips credit union executives and managers with strategic and meaningful approaches for the utilization of technology associated with major… Read more »
It’s Time to Par-Tee! Join CU*Answers for a Special Event at Big Mini Putt Club
Are you planning to attend this year’s Michigan CU League Conference in Grand Rapids, MI? We’d like to invite you to the CU*Answers afterparty, hosted at Big Mini Putt Club! Attendance is FREE and there is no need to RSVP. Join us for food, drinks and fun! Event Date: Thursday, June 5th Time: 7:00 – 11:00 PM ET… 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
Lender*VP Invites You to Learn About REPAY Payment Solutions
REPAY is an innovative, full-service payment technology and processing provider for credit unions. Interested in learning more about REPAY as a solution for your members? Click the button below to register for our upcoming webinar! Register Today
Take a Look at the CU*Answers University Courses for August!
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 August! Learn More
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