Client News provides the information you need to stay current with what’s happening.
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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 »
Two for Tuesday with CEO Geoff Johnson – 12/10/2024
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.
Create and Maintain Your Own MOP Sites with MOP Manager
Have you heard about MOP Manager? This self-service option grants your credit union the ability to create your own credit union MOP sites, as well as the option to update any existing MOP sites that you may already be operating. MOP Manager also gives you the ability to make edits to homepage promotions, eligibility page,… Read more »
CU*BASE Call Report Training, Presented by Earnings Edge
Join the Earnings Edge Accounting Services team for a review of the CU*BASE Call Report Toolkit! We’ll walk through the steps of creating a Call Report on CU*BASE, detailing the configuration of account codes, manually entering data, and creating/sending the file to the NCUA. We will offer tips for those who already use this tool… Read more »
Join Us for a FREE Education Express Webinar!
Wednesday, December 11th 2:00 PM – 2:30 PM ET This Month’s Focus Abnormal Activity Patterns During this month’s Education Express session, AJ Schalk will lead a discussion on Abnormal Activity Patterns, including ways that your credit union can identify and monitor high-risk activity. This event will provide an overview of the services that AuditLink offers,… Read more »
Don’t Forget to Make Your 2025 MACO Decisions!
As we move into the 2025 calendar year with MACO, we are asking our credit unions to select their order options. Please note that the 2025 prepay cost for MACO is now $2.00/user. Your credit union can select if you would rather: Prepay for a set number of licenses for the 2025 calendar year True-up at the… 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 »
Facing Fraud Concerns this Holiday Season? Tips & Recommendations from CU*Answers
As the holiday season approaches, remember that fraudsters don’t take a break, and may attempt to take advantage of increased member activity. Don’t let your financial institution or your members fall victim to fraud attempts! We have many video resources available for review, which can help you to mitigate these risks. Some items we recommend you take into consideration:… Read more »
CU*Answers and InvestiFi Invite You to Learn About Investment Options for Members via Online Banking
Seamlessly integrated into your digital banking platform, InvestiFi empowers members with the freedom to buy, sell and hold investments. With InvestiFi, your credit union can help members build a financially secure future while keeping their membership and assets within your financial institution. CU*Answers and InvestiFi will be hosting a webinar where we will explore the work… Read more »
Join Us for a Conversation on Online Member Experience!
The Internet Retailer Support Center invites you to join us for a Conversation on Online Member Experience! During our upcoming session, we’ll host a discussion on the ways that credit unions can contact their members via online banking and the mobile app – this will include a look at CU Publisher features, Mobile App features, CU*BASE… 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
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
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
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