CU*BASE GOLD First-Time Login – Part 3: Print Sessions Need a quick way to show new employees how they can log in to print sessions in CU*BASE to print receipts and other documents? Refer them to this video! 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 »
Check out recent programming changes in the March 2024 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
CU*BASE GOLD First-Time Login – Part 2: ProDOC Need a quick way to show new employees how they can set up ProDOC to automatically launch when logging into 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!
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 1st Quarter Update Before you start working on your 1st 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 Q124 Call Report any time after April 1, but be… Read more »
As a reminder, the Online LOS Improvements Phase 1 project affects all online credit card users, regardless of your LOS, and anyone who uses % for payment for their LOCs. Before this project went in on January 28th, 2024, the review date and maturity date for both credit cards and LOCs were being set according… Read more »
CU*BASE GOLD First-Time Login – Part 1: GOLD Need a quick way to show new employees how to log into CU*BASE GOLD for the first time? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
As a reminder, the Online LOS Improvements Phase 1 project affects all online credit card users, regardless of your LOS, and anyone who uses % for payment for their LOCs. Before this project went in on January 28th, 2024, the review date and maturity date for both credit cards and LOCs were being set according… Read more »
As a reminder, the Online LOS Improvements Phase 1 project affects all online credit card users, regardless of your LOS, and anyone who uses % for payment for their LOCs. Before this project went in on January 28th, 2024, the review date and maturity date for both credit cards and LOCs were being set according… Read more »
Combining Collections Trackers Need a quick way to show your staff how they can consolidate collections trackers 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!
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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Did you miss the 2024 CU*Answers Leadership Conference? All the presentations, videos, and handouts are now online. Learn More
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
