Do you have new or current staff who would like to review the steps for creating a credit card loan in CBX? Are they interested in a refresher on how to modify a loan after a credit report is pulled? Join us for a discussion on these processes, as well as card embossing – we’ll… Read more »
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. Have a question for Geoff? Have a question for Geoff? We’re gathering questions for possible inclusion in future episodes of Two for Tuesday and… Read more »
This course takes a detailed look at the functions available within the core that assist staff in delivering superior service to members. By the completion of this course, participants will be able to: Obtain stored reports. Use the Search feature. Learn about OUTQUES. Click the button below to register for our upcoming session: Monday, December… Read more »
Thursday, November 12th 4:00 PM – 4:30 PM ET This Month’s Focus Review Year-End Tasks for November & December 2026 During our upcoming Education Express session, Monica Boguszewski will detail Year-End items for November and December. Topics covered will include: Tax forms handling Tool #916 Verifying shares & certificates (1099 INT reporting) Verifying loan categories… Read more »
Looking for a place to ask questions, share feedback, or learn more about CU Publisher? Join us for CU Publisher Community Hour! This new monthly drop-in Zoom session is designed to bring together credit unions and the IRSC team for open discussion, Q&A, best practices and shared learning opportunities. Click the button below to register… Read more »
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 »
Welcome to 2026 Year-End Processing Bulletin #1: Year-End Kickoff It’s that time again; welcome to the 2026 year-end processing season! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 6, 2026 The guides are ready and preparations are in full swing… Read more »
The following announcement applies to clients using CU*Spy Images On the evening of Tuesday, November 10th, the URL used to access eDOCSignature will be changing. Your staff should notice very little difference, since all features, tools and workflows will remain the same. However, we ask that you please update your bookmarks and internal documentation to… Read more »
Don’t forget: this weekend, we will be testing our ability to redirect CBX core-processing from our production data center to our high-availability (HA) data center. This Rollover event is for the CUAPROD environment, and is scheduled to begin at 3:00 AM EST on Sunday, November 8th. Once completed, CBX core-processing will be provided from systems… Read more »
Attention credit unions with HELOCs or ARM Loans using Contract Variable Rates Need a refresher on the Contract Variable Rate process in CBX? The Lender*VP team invites you for a training session – we’ll take a look at topics including: How to update your rates Confirm that rates are accurate Maintain contract screens Discuss printing… Read more »
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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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 on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
