To learn about the features of 5300 Call Report Tools, join Karen Sorensen, 5300 Call Report Project Coordinator, for an upcoming webinar. During this session, Karen will provide an in-depth look at how to use the 5300 Call Report Tools in CU*BASE. This class is designed for credit union staff responsible for gathering data and… Read more »
Skip-a-Pay gives credit union members the opportunity to catch up on bills, save extra shopping funds, plan a vacation or support other financial needs. During this month’s Learning Café session, Ashley Melder and Beth Barron will discuss how to build and configure a Skip-a-Pay program, allowing you to offer this option to your own members. … 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: How do I manage variable loan rate changes in CU*BASE? Check out this NEW topic! (AB 5303) How do I update my loan products and the… Read more »
A reminder for clients who use Experian for credit pulls: Experian passwords expire every 90 days. Experian will send your financial institution a reminder when your password is set to expire. Please remember to update your password accordingly every 90 days and to update us each time that this process has been completed. This will… 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 »
An ACH Audit of Compliance for Xtend, Inc. was performed November 21–22, 2022. This ACH annual audit was completed in compliance with ACH Operating Rules by The Clearing House Payments Authority, a Nacha Direct Member. A copy of the ACH audit report is available here for your convenience. If you have any questions, or if… Read more »
Take a look back at some important topics from the second half of February 2023: MOP Manager, Available March 1st! Create and Maintain Your Own MOP Sites Learn All About the Affordable Financing Options Offered by Auto Financial Group! Have You Taken Advantage of these Features in Mobile Manager? Need to Update CU*BASE User IDs?… 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.
Updating Share Draft Exceptions Need a quick way to show your staff how they can update a share draft exception in CU*BASE? Refer them to this video, which has been viewed 1,050 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
MemberPass is a great way to verify members that have cell phones during your member support calls.
Give your credit union full confidence that you are speaking to the right person.
Order Now
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
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.
