ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 3rd Quarter Update Before you start working on your 3rd quarter Call Report in CBX, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q326 Call Report any time after October 1, but be… Read more »
Reminder: ProDOC Sunsetting in October – Resources for Transitioning to CU*Forms
ProDOC will be sunsetting in October 2026. To ensure a smooth, uninterrupted experience, all credit unions currently using ProDOC will need to transition to CU*Forms prior to that date. We understand that a change like this requires planning, and we are committed to making the move as seamless as possible. We encourage you to begin… Read more »
Elevate Online Banking with Layout 2!
Give Your Members a Fresh and Intuitive Online Banking Home Screen! Layout 2 gives your credit union greater flexibility over what members see, and makes important tools easier to find. Designed Around the Member Experience! The widget-based design of Layout 2 for It’s Me 247 Desktop brings helpful information and frequently used tools together on… Read more »
Get the Most Out of CU*Forms – Join One of Our Upcoming Workshops!
Imaging Solutions invites you to join our CU*Forms workshop series! Hosted weekly, these one-hour workshops are designed to help your credit union get the most out of programming forms, setting up FormFLOW and membership products, eSign workflows, and more! We’ll highlight helpful tips and tricks, and answer any questions you might have relating to CU*Forms. Click… Read more »
Lender*VP and Xtend are Here to Help with Mortgage Servicing & Escrow Processing
Did you know that Lender*VP offers mortgage servicing and escrow processing services in collaboration with the Xtend Mortgage Servicing team? Let us put our team of experts to work for you! We make it easy for you by providing the following services: Escrow Processing Pay escrow bills Run annual escrow analysis Reporting on bills becoming… Read more »
Turn Core Data Into Actionable Member Intelligence – Join CU*Answers and EDGE for an Interactive Webinar
Your credit union already has rich view of the data available in the core – now CU*Answers and EDGE invite you to explore practical ways to put that data to work! We’ll explore a range of ways that this data can benefit your credit union, including reducing manual processes, supporting smart lending decisions, improving the… Read more »
A Note for Freddie Mac Clients: Generating Daily Investor Reporting Files in CBX
Attention credit unions who service Freddie Mac loans Per Freddie Mac, servicers are being encouraged to implement daily investor reporting as soon as you are operationally ready to do so. Please review this notice for additional details. Great news: CBX already grants you the ability to generate daily reporting files for Freddie Mac. Going forward,… Read more »
Two for Tuesday with CEO Geoff Johnson – 9/22/2026
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 »
Join Us for CEO Strategies 2026!
Have you signed up for CEO Strategies 2026? This year’s event will be hosted in Las Vegas, NV on Tuesday, November 3rd and Wednesday, November 4th. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming year. This… Read more »
Take a Look at the CU*Answers University Courses for October!
Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in October! Monday, October 5 Xpress Teller Techniques 9:30 AM – 11:00 AM ET Register for Web Conference It’s Me 247 Online Banking 2:00 PM… Read more »
In Case You Missed It…
Take a look back at some important topics from the first half of September 2026! View Topics
2026 Education Spotlight – It’s Me 247 Online Banking
Member self-service financial products continue to dominate the development of technology, based on the convenience, the relevance to the lifestyle of today’s member, and the efficiencies gained by the credit union. By the completion of this course, participants will be able to explain online banking from the member’s perspective, list online banking configuration options, and much more. Use the button below to register now! Register Now
You’re Invited to an In-Person Lunch & Learn Event!
Join Lender*VP and our partners at EDGE for a Lunch & Learn event hosted at TechTown in Detroit, MI! This in-person event will explore practical ways that your credit union can put data to work. Use the button below to learn more and register today. Register Today
CBX Updates
The next CBX updates are currently scheduled for:
- Online/Partner CUs
- 26.10 Oct. 25, 2026 (Sunday)
- Self Processing CUs
- 26.10
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