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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 »
Thinking About Turning on MFA? Upgrade Your Mobile App Today!
Attention credit unions using Mobile 6: Last week, we sent out a communication which detailed that credit unions planning to take advantage of the new MFA functionality for online banking would need to upgrade to Mobile 7. Many credit unions have already made the move – don’t get left behind! For credit unions that have… Read more »
MemberPass Now Available – A Quick and Convenient Way to Verify Your Members!
Need a way to quickly verify your member during support calls? MemberPass is a third-party authentication integration in CU*BASE that allows you to do just that! With MemberPass, you can simply click a button to send the member a text message, then the member can verify themselves on their phone, giving your credit union full… Read more »
Last Call – Join Us for CEO Strategies 2024!
If you have not yet signed up for CEO Strategies 2024, the deadline is this Friday, October 11th. This year’s event will take place Monday, October 21st to Wednesday, October 23rd at the Hyatt Regency in Salt Lake City, Utah. Join your peers for a discussion on strategic development plans for the network, including a big picture look… Read more »
Join Us to Learn All About the Benefits of License Verification in MOP!
Join Kristian Daniel, VP of Client Services & Education, along with individuals from Daon for a discussion on the benefits of using the license verification tool within MOP (Membership Opening Process). During this event, we will discuss the benefits that we are seeing with the license verification tool. We will also take a look at… Read more »
Have You Heard About CU Info?
Have You Heard About CU Info? CU Info allows you to dynamically update your credit union’s information across CU*Publisher products like your Membership Opening sites (MAP/MOP), Mobile 6.0 and the upcoming Biz Mobile 1.0 and Micro Apps. What Info Can I Manage? In addition to managing the members of your CU*Publisher team, you can edit… 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 »
Prevent Fraud with Positive Pay for Your Business Members
If your credit union works with business memberships, the Positive Pay toolkit is great resource to help prevent fraudulent activity from posting to business member’s checking account. An online tool accessible through BizLink 247, Positive Pay allows business members to upload checks they have written, or to manually enter the checks they have written. Any… Read more »
Check Out the New Resources Featured in this Edition of Documentation Digest!
Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! In this special edition of Documentation Digest, we’ll be focusing on topics related to multi-factor authentication for… Read more »
Two for Tuesday with CEO Geoff Johnson – 10/08/2024
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.
Join Us for the 2025 Golf Outing as Part of Leadership Week
Register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2025 Leadership Conference Week! Unwind after an exciting week of events with a round of golf, a cold drink, and a pig roast lunch. Click the button below to register today! Register Today
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. Register Today
Strategic Income Solutions’ AI Chat
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 will focus on the differences of a live chat solution and will highlight benefits, tips, and the easiest ways to save time and money in developing how your credit union interacts with members. Click the button below to learn more! Learn More
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