Did You Know? Record Beneficial Owners and Other Miscellaneous Secondary Names on Member Accounts

Did You Know? Record Beneficial Owners and Other Miscellaneous Secondary Names on Member Accounts

Record Beneficial Owners and Other Miscellaneous Secondary Names on Member Accounts This feature can be used for example to track “beneficial owners” on organizational accounts, but the features are also useful for tracking other ownership types, such as power of attorney (POA) and payable on death (POD) relationships. Now your credit union can designate owners… Read more »

Oct 7, 2020

Did You Know? You Can Report Charged-Off Negative Balances to the Bureau for Further Collection Efforts!

Did You Know? You Can Report Charged-Off Negative Balances to the Bureau for Further Collection Efforts!

Did you know: you can report charged-off negative balances to the Bureau for further collection efforts? The CU*BASE automated charge-off tool allows you to remove savings and checking accounts (at a negative balance) from the books.  But did you know you can also send a one-time record to the credit bureaus at the same time? … Read more »

Apr 9, 2020

Did You Know? You Can Record Permanent Notes on Non-Members (and Save Them When They Become Members)!

Did You Know? You Can Record Permanent Notes on Non-Members (and Save Them When They Become Members)!

Did you know: you can record permanent notes on non-members, and save them when they become members? No matter which avenue your credit union uses to find new members (loans, membership applications or online applications), your staff can use the ‘Non-Member Notes’ feature to record permanent notes on people before they become members. When co-borrowers,… Read more »

Mar 2, 2020

Did You Know? You Can Name Your Loan Officers for a Friendlier Online Lending Experience!

Did You Know? You Can Name Your Loan Officers for a Friendlier Online Lending Experience!

Did you know you can configure your online banking loan officer names for friendlier communication with members? Setting your online bank officer names can help expedite requests for members to their favorite loan officer!  You can edit how the name appears; to show only a first name, a nickname, or even something generic such as… Read more »

Feb 4, 2020

Did You Know? You Can Make ‘Currently Serving’ the Default for Your Tellers

Did You Know? You Can Make ‘Currently Serving’ the Default for Your Tellers

Did you know you can make ‘Currently Serving’ the default for your tellers? Set your workflow controls so that “Funds in/serving another member” is used automatically, and tellers don’t have to remember to select it.  Access Tool #1004 Workflow Controls: Teller Member Service to change your default Teller Process Code to “Funds in/serving another member.”… Read more »

Jan 8, 2020