Imaging Solutions invites you to join our CU*Forms workshop series! Hosted weekly, these one-hour workshops are designed to help your credit union get the most out of programming forms, setting up FormFLOW and membership products, eSign workflows, and more! We’ll highlight helpful tips and tricks, and answer any questions you might have relating to CU*Forms. Click… Read more »
On Sunday evening, July 13th, CU*Forms will receive an update which will further enhance the way you serve your members. With this update, your credit union will have access to the following: Date Fields Now Support “Click to Date”! Added “Archive Supporting Documents” Feature to Membership FormFLOW. Validate “Amount Financed” Matches Total Dollar Amount on… Read more »
Imaging Solutions invites you to join our CU*Forms workshop series! Hosted weekly, these one-hour workshops are designed to help your credit union get the most out of programming forms, setting up FormFLOW and membership products, eSign workflows, and more! We’ll highlight helpful tips and tricks, and answer any questions you might have relating to CU*Forms. Click… Read more »
Join CU*Answers Imaging Solutions for our very first CU*Forms Swap Event! We invite you to collaborate and chat about CU*Forms processes, and share your forms with other credit unions! Topics of discussion will include: What forms do you use for your processes? What forms providers does everyone use? Are there processes that your credit union has… Read more »
The Imaging Solutions 25.05 release will be available for all online CU*Spy and Inhouse Imaging Credit Unions as of Monday, May 19th, 2025. Highlights of the 25.05 Imaging Solutions Release include: iDoc Vault Navigation Pane Update CU*Forms FormFLOW Management Enhancements. Support for Closed Account. Take a look at the 25.05 Imaging Solutions Release Summary to… Read more »
Don’t ignore the importance and value of electronic documents! Are you performing your Imaging Due Diligence? Even the best imaging systems involve a lot of moving parts and people involved each day to make things work – especially when new products like Native Receipts and CU*Forms are being introduced to your credit union. There is always… Read more »
On Thursday, February 13th, CU*Forms will receive an update which will further enhance the way you serve your members. With this update, your credit union will have access to the following: Added the ability to mass update CU*BASE fields. Ability to create custom FormFLOWs. New Member Search, including the last 10 accounts accessed in CU*BASE. Ability… Read more »
Imaging Solutions invites you to join our CU*Forms workshop series! Hosted weekly, these one-hour workshops are designed to help your credit union get the most out of programming forms, setting up FormFLOW and membership products, eSign workflows, and more! We’ll highlight helpful tips and tricks, and answer any questions you might have relating to CU*Forms. Click… Read more »
On Monday, January 20th, CU*Forms will receive an update which will further enhance the way you serve your members. With this update, your credit union will have access to the following: Menu changes, including the option to select forms by account. New Lending FormFLOW Process. Configuring Default Forms outside of products for memberships and loans, and… Read more »
Let your members self-serve by accessing their tax forms from It’s Me 247 via desktop or their mobile phones, right alongside their account statements! This means that your members will no longer need to contact you for lost or misplaced forms. If they do, you can point them to online banking and give them a… Read more »
Between Monday, August 18th and Wednesday, August 20th, we will be hosting on-site training in Grand Rapids, Michigan, followed by a series of webinars on Thursday, August 21st. These courses will focus on tactical skill instruction, strategy discussion and training solutions. Learn More
Take a look back at some important topics from the first half of July 2025! View Topics
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
