Adding a Joint Owner to an Account Need a quick way to show your staff how they can add a joint owner to a member’s account in CU*BASE? Refer them to this video, which has been viewed 623 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video… Read more »
Twice each year, CU*Answers tests our ability to redirect CU*BASE core-processing from our production data center to our high-availability (HA) data center. The next HA rollover is scheduled for Sunday, February 6th. This rollover will enable support teams to perform planned network maintenance at the primary production data center without disrupting core processing. The rollover… Read more »
For those of you who work on your credit union’s 5300 Call Report, we want to be sure you are aware of the changes that the NCUA is proposing for the March 2022 cycle. The NCUA first hinted of significant Call Report changes back in late 2018 as part of their modernization efforts, but had… Read more »
Deleting a Membership Application Need a quick way to show your staff how they can use CU*BASE to delete a membership application that was submitted online? Refer them to this video, which has been viewed 144 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Don’t forget: the 21.12 Release of CU*BASE was implemented on December 5th. 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 »
Special Tips on Setting Up Trust Accounts in CU*BASE! Sometimes a trust account will use a member’s Social Security Number, other times it will use a Taxpayer Identification Number/Employer Identification Number. Either way, CU*BASE Online Help has helpful tips for setting up trust accounts in CU*BASE. Looking to use a new membership designation? CU*BASE even… Read more »
Editing a Membership Application Need a quick way to show your staff how they can use CU*BASE to edit a membership application that was submitted online? Refer them to this video, which has been viewed 419 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2021 edition of the Owner’s View Monthly Recap! December 2021 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 »
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 Q421 Call Report any time after January 1, but be sure… Read more »
Denying a Membership Application Need a quick way to show your staff how they can use CU*BASE to deny a membership application that was submitted online? Refer them to this video, which has been viewed 175 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Imaging Solutions is looking to leverage the power of the network to compel vendors to get to the table on your behalf.
Complete an ITM Survey so we can know what to focus on and how to get involved together. Complete the Survey!
Annalyn Hawkes from the Asterisk Intelligence Team has a new blog post sharing thoughts and tips that will help fellow query users who are tasked with projects to pull lists of members who are not online banking users. Read Annalyn’s Blog Post
Looking for new ways to expand your loan portfolio? With the new release we are expanding the 1Click Offers feature to include other types of unsecured loans, for example a $500 holiday loan or pay day alternative. And, as icing on the cake, we’re also adding the ability to optionally attach a form to the offer for the member to e-sign.
Ready to sign up for One Click Offers?
Click below to visit the store!
