Thursday, March 14 2:00 PM – 2:30 PM ET This Month’s Focus Virtual Closing Rooms Join John Beauchamp, VP of Imaging Solutions, as he discusses how Virtual Closing Rooms can help you up your Internet Retailer game. Learn how your staff can easily and securely send loan and membership documents to members via their smart… Read more »
Wednesday, February 6 11:00 AM – 11:30 AM ET This Month’s Focus Fannie Mae 3.2 Upload Process Join Charlie Dean of the Lender*VP Team as he discusses the Fannie Mae 3.2 Upload Process. Topics will include: Creating the delivery channel Uploading the application data Working on the loan in CU*BASE Don’t miss this FREE webinar!… Read more »
Monday, January 28 2:00 PM – 2:30 PM ET This Month’s Focus Planning Your Staff’s Training Join Laura Welch-Vilker and Lani Lowing of the Client Services and Education Team as they discuss FREE training resources available to your credit union staff. Topics will include: The 2019 Education Catalog Where to find your annual BSA requirement… Read more »
Tuesday, November 13 4:00 PM – 4:30 PM ET This Month’s Focus New Employee Security Enhancements to the CU*BASE Employee Security Tools Join the Client Services and Education Team as they discuss new employee security enhancements to CU*BASE employee security tools, including the following: Temporarily Lock (Suspend) Employee IDs Archive and Reusing Employee IDs Copy/Merge… Read more »
Wednesday, October 17 3:30 PM – 4:00 PM ET This Month’s Focus TR Journal Entry Tool Join Cindy Stevens and Emily Dao of the Client Services and Education Team as they introduce the TR Journal Entry Tool. With a plethora of system generated journal entries occurring daily, it can be a struggle to research certain… Read more »
Tuesday, August 28 3:00 PM – 3:30 PM ET This Month’s Focus AnswerBook Join us as we discuss the various features of AnswerBook. We will cover topics including: How to register for AnswerBook How to submit a ticket for AnswerBook Reviewing tickets that have been submitted to AnswerBook Reviewing past questions Don’t miss this FREE… Read more »
Tuesday, July 10 2:30 PM – 3:00 PM ET This Month’s Focus Variable Interest Rates Join Pete Winninger of Lender*VP as he discusses Variable Interest Rates. Learn about different types of interest rates, how these relate to an index such as Prime, and how you can change rates and/or payment plans. Don’t miss this FREE… Read more »
Wednesday, June 20 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Taxes Join the Client Services and Education Team as they help you get a head-start on your Year-End Taxes! They will help you review the steps on how to run IRA and HSA balance files, as well as how to verify this… Read more »
Tuesday, May 22 3:30 PM – 4:00 PM ET This Month’s Focus AuditLink Join Jim Vilker as he presents the new AuditLink site, and find out why now is the best time to sign up for AuditLink’s services! Don’t miss this FREE webinar! Get Registered
Monday, April 9 2:30 PM – 3:00 PM ET This Month’s Focus CU*BASE User IDs Join Stephanie Raven of the Client Services and Education Team, as she takes a look at CU*BASE User IDs. During this webinar, Stephanie will discuss the following: Tool number to reset Password requirements Security officer role for resetting passwords Don’t… Read more »
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