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Meet the Newest Member of Our Family – Servicer Edition!
Do you work with CUSOs or other businesses that offer mortgage, commercial or consumer lending and need a comprehensive suite of account servicing tools? Register below for one of our webinars to get a high-level overview of the Servicer Edition platform and how it can benefit the business owners you serve! February 21st 3:00 PM… Read more »
Join Lender*VP for a Conversation on 1Click Loans!
Lender*VP is excited to announce our first Conversations On Lending event! Join us for a deep dive into 1Click Loans! See what other credit unions are doing, learn what’s working and what isn’t, and check out ideas that are currently in the pipeline. You’ll even have opportunities to ask questions of other credit unions who… Read more »
How Do I Request Upload/Download Permissions for CU*BASE?
Need to grant upload/download permissions in CU*BASE to one of your employees? Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form. You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature… 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 »
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 »
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 »
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
Join CU*Answers and SavvyMoney to Learn All About Our Robust Credit Score Solutions!
Join us to learn how SavvyMoney can help your credit union by enhancing the member experience with a seamless digital banking integration and more! Register today to learn how over 50 credit unions are already benefitting from SavvyMoney with CU*Answers! Register Now
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