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 »
July’s new voting posts have been created. Log in to Owner’s Voice and let us hear your voice by voting on these topics! Also, the Owner’s Voice Team has compiled June’s voting data into our Owner’s Voice Voting Report. You can review these, and view the new CU*BASE projects that have been added to the… Read more »
With the implementation of the 20.07 CU*BASE release, the current upload (Tool #374) and download (Tool #373) functions will be made obsolete and Tool #1375 Data Transfers (Upload or Download) will become the standard data transfer tool. If you haven’t started using Tool #1375, you may have a bit of housekeeping to do before the… Read more »
Quoting a Loan Payoff Balance Need a quick way to show your staff how they can use CU*BASE to quote a loan payoff balance for a member? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Join Charlie Dean, LOS Coordinator with Lender*VP for a FREE Learning Café! This month, Charlie will discuss Allied iQQ, a third-party vendor offering GAP and Warranty, among other aftermarket products for vehicle loans. Topics will include: Quoting miscellaneous coverage using a single sign on to iQQ. How to pass all applicant and collateral details to… Read more »
The Developer’s Help Desk (DHD) team is regularly incorporating new third party vendor integrations to CU*BASE. To help keep our clients updated, we are delivering this e-alert to announce a previous vendor integration, which can be ordered through our online store. Verafin – Verafin specializes in anti-money laundering and fraud detection for the financial services… Read more »
The Developer’s Help Desk (DHD) represents a new and exciting vision for how client software development projects are handled at CU*Answers! DHD is uniquely targeted to facilitate the process by which clients design, build and manage custom projects in a new, innovative way. Lorie Morse has been with CU*Answers for 24 years, with 15 of… Read more »
The 2020 Leadership Conference is here! Our three talk show themed episodes are now available on the CU*Answers website. Click the button below to view each episode and learn all about what the cooperative is working on! View the 2020 Leadership Videos Additionally, a Digital Packet and series of Home School Assignments are available on… Read more »
Take a look back at some important topics from the second half of June 2020: Dealing with and Documenting Recent Unemployment Frauds – Video Recording CU*BASE GOLD 20.07 Coming Soon! Find Members Who Receive Unemployment Deposits You Can Track and Assist! June Owner’s Voice Voting Reminder 5300 Call Report: 2nd Quarter Update Take a Look… Read more »
Posting a Loan Payment Need a quick way to show your staff how they can post a loan payment for a member in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!