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call report News

Two for Tuesday 

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

Here Comes the Next Collections Roundtable! 

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. Join us for the third session of the 2025 Collections Roundtable Series – for whichever session you’d like, or both! Click the button below to sign up today. Register Today

Take a Look at the CU*Answers University Courses for September! 

Take a Look at the CU*Answers University Courses for September!

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 September! Learn More

Lender*VP Invites You to Learn About REPAY Payment Solutions 

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

CUaxis Credit Unions: Join Us for Our September Education Series 

CUaxis Credit Unions: Join Us for Our September Education Series

Attention CUaxis credit unions: CU*Answers will be hosting a special series of educational courses in September, where we will explore services and features available to your organization. These courses will be held between Monday, September 22nd and Friday, September 26th. Click the button below to register. Register Now

Learn All About Mortgage Servicing 

Learn All About Mortgage Servicing

Join the Lender*VP Team and the Xtend Mortgage Servicing Team for our upcoming webinar, as we highlight mortgage servicing solutions! Interested in learning more about how our teams can fast-track your financial institution to a stress-free mortgage servicing experience? Click the button below to register today! Register Today

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5300 Call Report: 1st Quarter Update

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 1st Quarter Update Before you start working on your 1st quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter.  Don’t forget – you can start working on your Q125 Call Report any time after April 1, but be… Read more »

Client NewsCore SoftwareCU*Answers
Mar 25, 2025

5300 Call Report: 4th Quarter Update

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter.  Don’t forget – you can start working on your Q424 Call Report any time after January 1, but be sure… Read more »

Client NewsCore SoftwareCU*AnswersDocumentation
Dec 30, 2024

Video Now Available: CU*BASE Call Report Training

Video Now Available: CU*BASE Call Report Training

Check out our latest video for a review of the CU*BASE Call Report Toolkit!  If you missed the recent webinar hosted by Earnings Edge, a recording of this session is now available – this video includes a walkthrough of the steps for creating a Call Report on CU*BASE, the configuration of account codes, how to… Read more »

Client NewsCU*AnswersEarnings Edge
Dec 27, 2024

CU*BASE Call Report Training, Presented by Earnings Edge

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 »

Client NewsCU*AnswersEarnings Edge
Dec 9, 2024

CU*BASE Call Report Training, Presented by Earnings Edge

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 »

Client NewsCU*AnswersEarnings Edge
Nov 26, 2024

CU*BASE Call Report Training, Presented by Earnings Edge

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 discuss the latest updates to the call report and will explore education opportunities relating to the toolkit. This event will be hosted by Keegan Daniel, VP of Professional Services and Amber Jecks, Accounting Services Consultant. Click the button below… Read more »

Client NewsCU*AnswersEarnings Edge
Jul 24, 2024

5300 Call Report: 1st Quarter Update

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 1st Quarter Update Before you start working on your 1st quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter.  Don’t forget – you can start working on your Q124 Call Report any time after April 1, but be… Read more »

Client NewsCore SoftwareCU*Answers
Mar 26, 2024

5300 Call Report: 4th Quarter Update

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter.  Don’t forget – you can start working on your Q423 Call Report any time after January 1, but be sure… Read more »

Client NewsCore SoftwareCU*AnswersDocumentation
Dec 27, 2023

Check Out These Helpful Resources for Completing the 5300 Call Report in CU*BASE

Check Out These Helpful Resources for Completing the 5300 Call Report in CU*BASE

Do you have new staff who will be assisting with the quarterly 5300 Call Report or current staff who could use a refresher on these tasks?  Below are several great resources that you can share with your team! Click here for a list of AnswerBook topics relating to 5300 Call Reports. Learn more about quarterly… Read more »

Client NewsCU*Answers
Jul 12, 2023

Check Out These Helpful Resources for Completing the 5300 Call Report in CU*BASE

Check Out These Helpful Resources for Completing the 5300 Call Report in CU*BASE

Do you have new staff who will be assisting with the quarterly 5300 Call Report or current staff who could use a refresher on these tasks?  Below are several great resources that you can share with your team! Click here for a list of AnswerBook topics relating to 5300 Call Reports. Learn more about quarterly… Read more »

Client NewsCU*Answers
Apr 6, 2023
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Take Advantage of the NEW 1Click Autopilot Program!

Take Advantage of the NEW 1Click Autopilot Program!

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

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Join Amber Jecks, Earnings Edge Account Services Manager, for the latest Learning Cafe session! Amber will discuss tips and tricks related to Investment Processing, including a look at Investment Subsidiary topics in Show Me the Steps.

Interested in learning more? Click the button below to register today! Register Now

Conversations On…

Conversations On…

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

Shop Now at the CU*Answers Online Store.

GOLD Updates

The next GOLD updates are currently scheduled for:

Online/Partner CUs
25.10  Oct. 12, 2025 (Sunday)
Self Processing CUs
25.10  

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  • The CBX Challenge is Today! We’ll See You Online Soon!
Here Comes the Next Collections Roundtable!

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. Join us for the third session of the 2025 Collections Roundtable Series – for whichever session you’d like, or both! Click the button below to sign up today. Register Today

CUaxis Credit Unions: Join Us for Our September Education Series

CUaxis Credit Unions: Join Us for Our September Education Series

Attention CUaxis credit unions: CU*Answers will be hosting a special series of educational courses in September, where we will explore services and features available to your organization. These courses will be held between Monday, September 22nd and Friday, September 26th. Click the button below to register. Register Now

Take a Look at the CU*Answers University Courses for September!

Take a Look at the CU*Answers University Courses for September!

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 September! Learn More

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