Lender*VP is excited to announce our first Conversations On Lending event! Join us for a deep dive into 1Click Loans! See what other credit unions are doing, learn what’s working and what isn’t, and check out ideas that are currently in the pipeline. You’ll even have opportunities to ask questions of other credit unions who… Read more »
Need to grant upload/download permissions in CU*BASE to one of your employees? Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form. You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature… Read more »
MOP 2.0 includes the following updates for your credit union: New updated look/feel of your credit union MOP site, including a new background header image that your credit union can include while a member is applying. State filtering – your credit union can now limit what states members are opening their memberships through MOP. eSign… Read more »
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group will discuss topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the… Read more »
Successful BSA Audits are a critical component of your credit union’s operations but preparing for a BSA Exam /Audit can be overwhelming. If you missed our earlier announcement, AuditLink has teamed up with Lillie and Company on our latest White Paper, “Preparing for Your BSA Exam/Audits Made Easy”. This White Paper can help to ease… Read more »
Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days Starting Wednesday, March 29th, any/all custom online forms in Request Center will be automatically deleted 30 days after they are marked “Completed”. This automatic deletion of completed forms will become the retention policy moving forward. If your credit union wishes… Read more »
Is your credit union looking for new options to add to your lending programs? Do you have members who are experiencing difficulty with purchasing a new or used vehicle? We invite you to learn all about Auto Financial Group (AFG) and the affordable financing options they offer, including walk-away balloon and lease programs. AFG can… Read more »
AnswerBook is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. In this edition of AnswerBook Digest, we’re placing a spotlight on the following topics: Explain the multi-layered access controls that are used to secure CU*BASE. Check out this NEW topic! (AB 5298) Is there a way to see what user… Read more »
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 »
As of this morning, February 7th, we have implemented a change to cash back memos in Xpress Teller. Previously, ‘check cashed’ memos would be written in Xpress Teller whenever an outside check or an inhouse check was taken in, even if that check was deposited into an account. Following this change, a ‘check cashed’ memo… Read more »
Take a look back at some important topics from the lastst half of April 2024! View Topics
Join us May 22, 2024 for the 20th anniversary of Conversations on Pricing. Participate this online in this 5-year study on the pricing models of our cooperative outlining what we charge and why.
Save the date for the 9th annual AuditLink Conversations on Compliance event, hosted at the Sheraton Grand Rapids Airport Hotel in Grand Rapids, MI! This year’s event will take place on Wednesday, May 15th, from 9:00 AM to 3:30 PM ET. Presenters will include Jim Vilker, CU*Answers AuditLink Advisor, Brian Knight, CEO of NASCUS, and more. For more information and registration, click the button below! Learn More
