In February of 2022, we began delivering the End of Month Checklist Form via CU*Answers Client News. As we move into the new year, the Client Services and Education team will be sunsetting the End of Month Checklist service, with January 2023 planned as the final month for this service. Moving forward, we will be… Read more »
Take a look back at some important topics from the first half of December 2022: Have You Taken Advantage of these Features in Mobile Manager? Learn All About AnswerBook with These 9 Videos! The Innovation Center is Celebrating 2 Years in Fabulous Las Vegas! The Mobile Technologies Group Invites You to Join a Conversation on… Read more »
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »
Tuesday, December 20 1:30 PM – 2:00 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices. During this session, Cindy will discuss topics including: Verifying shares and certificates (1099 INT reporting) Verifying loan categories (1098 reporting) Verifying Accounts… 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 »
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 »
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
An audit report on Xtend’s financials for the 2021 fiscal year and 2022 fiscal year was recently performed by Crowe LLP. In this report, you will find statements on Xtend’s balance sheets, income, stockholder equity and cash flows for the aforementioned fiscal years. A copy of the financial audit report is available here for your… Read more »
As part of our ongoing efforts to enhance the annual escrow documents our members receive, we will be implementing changes to the Escrow Analysis Statements. On Tuesday, December 13th, Escrow Analysis Statements will receive updates including adding totals columns, displaying monthly projected figures, enhancing the shortage coupon as well as miscellaneous updates to the layout. … Read more »
Printing a Report Created Using Report Builder Need a quick way to show your staff how they can save and print a report created using the CU*BASE Report Builder Tool? Refer them to this video, which has been viewed 1,111 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps… Read more »
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
Take a look back at some important topics from the first half of April 2024! View Topics
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