Introducing an integration between CU*BASE and the QualiFile risk assessment feature by ChexSystems.

CU*BASE can streamline how your MSRs use QualiFile to assist with decisions about approving new accounts and memberships. This integration simply takes the data you enter onto CU*BASE screens when opening a new membership or account and sends it to ChexSystems (no re-keying!). After the QualiFile scan is run, a notification of Pass, Fail or Partial Pass is sent back to CU*BASE  (this notification will be recorded in an Audit Tracker note). The MSR then clicks a link and types in a special temporary password to display the QualiFile results report in a secure web browser session.

Scans can be run:

  • Before opening sub-accounts such as a checking or sub-shares
  • When applying for a loan
  • While opening new memberships

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May 1, 2018

Here comes the next Collections Roundtable!

Here comes the next Collections Roundtable!

Pull Up a Chair, the Roundtable is Waiting! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes.  Join us for the first session of the 2020 Collections Roundtable Series – for whichever session you’d like, or both! Tuesday, February 11 Morning Session: 9:30 AM – 12:00… Read more »

Feb 4, 2020