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