ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the May 2020 edition of the Owner’s View Monthly Recap! May 2020 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
Did You Know: Activate a Credit Card Cash Back Program Did you know that your credit union can reward members for their credit card purchases each month with a percentage cash back, posted as a credit on their credit card loan? At the end of each month, a percentage of the members charges are paid… Read more »
Did You Know: Find FREE Opportunities for Loan Cross Sales with Refinance Triggers Help strengthen your existing cross sales program or lay the foundation to start a new culture. Make your loan interview for one loan be an opportunity to sell another! When you analyze your member’s credit report, it is a great time to… Read more »
ATTENTION SELF-PROCESSING CREDIT UNIONS Another CU*BASE Release Is Coming! Mark your calendars for June 7, when you will receive CU*BASE GOLD Version 20.04: Release Documents 20.04 Release Summary 20.04 Tool Changes 20.04 Release Resource Companion Release Training General Release Training This training will provide an overview of all release enhancements. A recorded version of the… Read more »
Did you know: Give Your Members Rebates on Debit and ATM Purchases You might be familiar with credit card cash back programs, but did you know you know you can also reward your members with cash rebate rewards when they make purchases using their debit/ATM cards? Add a Card Activity Rebate (CAR) to your member… Read more »
Reprinting Recent Receipts Need a quick way to show your staff how they can use Phone Operator to reprint a receipt for a recent transaction? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Did you know: Skip-a-Pay for Weekly and Bi-Weekly Loans Did you know that members with weekly and bi-weekly payments can use the CU*BASE and It’s Me 247 Skip Pay programs to automatically skip a payment? Previously, members with these frequencies received an error message when they tried to skip a payment online. Now, the Skip… Read more »
Creating a Loan Account Need a quick way to show your staff how they can create a loan account in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Don’t forget: the 20.04 Release of CU*BASE was implemented on April 26th. Be sure to review database changes before running queries for this month. Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »