Client News provides the information you need to stay current with what’s happening.
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Join Us for a FREE Education Express Webinar!
Thursday, November 14th 2:30 PM – 3:00 PM ET This Month’s Focus Year-End Tasks for November During this month’s Education Express session, Cindy Stevens will lead a discussion on Year-End tasks for the month of November. Cindy will highlight tasks that need to be completed by your credit union, as well as important reminders for… Read more »
Two for Tuesday with CEO Geoff Johnson – 11/12/2024
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.
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 »
Join Us for a Conversation on CU*Forms and Native Receipts
Join CU*Answers Imaging Solutions for a Conversation on CU*Forms and Native Receipts! We want your input on these products, to continue making these successful for the future. We invite you to connect with your peers and see how they are using CU*Forms for their forms and processes. Build relationships, share ideas, and maybe even have a… Read more »
Updated Apple Developer Agreement for iOS Apps
If your credit union has not already done so, we need you to accept your latest Apple developer agreement. To complete this, please log in to your Apple developer account and work through the steps outlined within. This agreement must be accepted in order to update your mobile app on iOS. Below is a sample… Read more »
Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!
With Mobile Alerts as a self-service option, you can manage all the important communications for your mobile app users. Content for Mobile Alerts can include marketing promos, new branch locations, holiday hours, annual meeting dates and community events, to name a few. The Mobile Alerts option allows for recurring alerts – you can choose whether… Read more »
2024 Year-End Bulletin #2: Your First Deadline
Welcome to 2024 Year-End Processing Bulletin #2: Your First Deadline These bulletins will guide you through the year-end processing timeline. Keep an eye on Client News for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 8, 2024 ONLINE CREDIT UNIONS You must review and update your Tax Form Handling Instructions (Tool #916) no later… 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 »
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! Click on the links below for a deeper dive into each item, and don’t forget to share these… Read more »
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
Get Registered for CU*Answers University Week!
CU*Answers University Week is coming July 21 – 24! Register for our most timely and relevant courses condensed into one week – each course is FREE to attend! Click the button below to get started. Learn More
Lender*VP Invites You to Learn All About Rise Loan Payment Solutions
Rise is a loan payment collection module which gives members the convenience of paying loans with any device, using Visa, Mastercard or ACH. Interested in utilizing Rise as a loan payment solution for your organization? Click below to register for an upcoming webinar, where we will offer a detailed look at Rise! Register Now
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