Beginning Tuesday, January 26, CU*Answers will begin using a new method for determining which member phone numbers are sent to EFT vendors. There are several things happening with this change, including new options for flagging phone numbers, new rules for what triggers a vendor maintenance record, and a conversion over existing data for implementation day…. Read more »
Requesting Credit Information for Membership Applications Submitted Online Need a quick way to show your staff how they can use CU*BASE to request credit information for membership applications that are submitted online? Refer them to this video, which has been viewed 242 times! Play Video Check out our entire collection of video tutorials in the Show… Read more »
Beginning Tuesday, January 26, CU*Answers will begin using a new method for determining which member phone numbers are sent to EFT vendors. There are several things happening with this change, including new options for flagging phone numbers, new rules for what triggers a vendor maintenance record, and a conversion over existing data for implementation day…. 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, which has been viewed 705 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Beginning Tuesday, January 26, CU*Answers will begin using a new method for determining which member phone numbers are sent to EFT vendors. There are several things happening with this change, including new options for flagging phone numbers, new rules for what triggers a vendor maintenance record, and a conversion over existing data for implementation day…. Read more »
Don’t forget: the 20.12 Release of CU*BASE was implemented on December 13th. 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 »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2020 edition of the Owner’s View Monthly Recap! December 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 »
Reprinting Recent Receipts Using Phone Operator 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, which has been viewed 872 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Generating an eReceipt Need a quick way to show your staff how they can generate an eReceipt in CU*BASE? Refer them to this video, which has been viewed 759 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 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 Q420 Call Report any time after January 1, but be sure… Read more »
1-Click Credit Card Loans bring a new approach to how your credit union can promote loans to members, by pre-approving members without an application, credit pull, or underwriting. Your credit union can build a list of members who qualify for the product based on your institution’s guidelines. Members who qualify will then see an offer in online banking that they can accept at any time!
Ready to sign up for 1-Click Loans? Click below to visit the store!
Visit the Store Today!
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
Imaging Solutions, in partnership with Mobile Technologies Group and eDOC Innovations, are pleased to announce a new eSign experience for your members! Starting Wednesday, May 27th, the following enhancements will be available as part of eDOCSignature both online and via… Learn More!
