Using the Rate Inquiry Tool to View Share Dividend Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest dividend rates for share products? Refer them to this video, which has been viewed 2,431 times! Play Video Check out our entire collection of video… Read more »
Using the Rate Estimator Tool The Rate Estimator tool can be used to help estimate an individual’s current loan rate at their financial institution, allowing you to offer them a better rate at your credit union. Need a quick way to show staff how they can use the Rate Estimator tool? Refer them to this… 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 implementing 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 »
Loan Quoter Extras Need a quick way to show your staff how they can access helpful features included with the loan quoter tool? Refer them to this video, which has been viewed 4,033 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
From the credit unions that applied to be part of the beta test for CU*BASE GOLD 22.05 coming in May, the following 3 credit unions were selected: County-City Credit Union Materion Federal Credit Union FOCUS Credit Union Thank you to everyone who expressed interest in joining this beta test, we hope to hear from you… Read more »
Lenders, Check Out Our Time Saving Tip for the Loan Queue (Tool #2)! Do you enter the loan queue (Tool #2) several times each day? Check out this time saving tip! Do you want to always see the previous week’s applications first? Save that date range in your Saved Settings and that relative date will… Read more »
THIS POST APPLIES TO CREDIT UNIONS WHO RECEIVED THE ASSOCIATED EMAIL. According to our records, your credit union is configured to use the 247 Lender decision model via Zoot and Portfolio Defense. As previously announced, we will be sunsetting this decision model. If you still want to use a decision model, we’d like to move… Read more »
Loan Quoter Basics Need a quick way to show your staff how they can use the loan quoter tool to provide members with loan payment estimates? Refer them to this video, which has been viewed 4,643 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
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 »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the February 2022 edition of the Owner’s View Monthly Recap! February 2022 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 »
Give your members financial flexibility by offering a skip a pay program! Clink the link below to hire Lender*VP to help build your automated program today!
Learn More
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
Register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2024 Leadership Conference Week! Unwind after an exciting week of events with a round of golf, a cold drink, and a pig roast lunch. Click the link below to register today! Register Today
