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.
Two for Tuesday with CEO Geoff Johnson – 05/14/2024
Looking for Ways to Elevate Your Offerings within OLB? Check Out Layout 2!
Looking for New Ways to Elevate Your Offerings within OLB? Check Out Layout 2! Credit unions interested in elevating their offerings with an enhanced and feature-rich version of It’s Me 247 Desktop have the option to select It’s Me 247 Desktop: Layout 2 as an upgraded product with a monthly fee. It’s Me 247 Desktop… Read more »
Video of the Week: Tips & Tricks for CU*BASE – Part 5: Restoring a Field Entry
Tips & Tricks for CU*BASE – Part 5: Restoring a Field Entry Need a quick way to show your staff how they can use the keyboard to restore a field entry 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!
MemberPass Now Available – A Quick and Convenient Way to Verify Your Members!
Need a way to quickly verify your member during support calls? MemberPass is a new third-party authentication integration in CU*BASE that allows you to do just that! With MemberPass, you can simply click a button to send the member a text message, then the member can verify themselves on their phone, giving your credit union… Read more »
BizLink 247 – Designed for the Unique Needs of Business Members
BizLink 247 is designed for the special needs of business members. Alongside its companion PIB MLO, BizLink 247 allows business owners to have separate logins and individual permissions for each employee – these permissions can be granted either through CU*BASE (via a credit union employee) or PIB MLO (by the business owner/administrator). Once your order… Read more »
Join Lender*VP for Two Events as We Place the Spotlight on Underwriting Codes and Lending Reports!
Lender*VP recently hosted a Conversation on Loan Application Withdrawals, and we’ve received feedback from attendees interested in learning more about underwriting codes and loan reports. Based on this response, we have scheduled two follow-up events for May and June. We invite you to join us and learn more about these topics! Click the buttons below… Read more »
Conversations On Education – Encouraging a Teamwork Mentality with Your Staff
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses 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 resources… Read more »
Registration is Now Open for the 24.05 CU*BASE Strategic Release Management Sessions!
The 24.05 Release of CU*BASE is here, and we’ve scheduled several sessions for May and June to discuss enhancements and new features implemented with this latest release! We’ll help ensure that your credit union executives and managers are empowered to use the latest CU*BASE tools to create value for your members. We have 2 sessions… Read more »
Join Lender*VP for a Demo of CLR Path Decision Advisor!
Lender*VP welcomes you to join our upcoming webinar for a demo and discussion on CLR Path! CLR Path is a decision advisor tool that uses your unique relationship with members to help you make underwriting decisions. This is a FREE tool that is available for our credit unions to use! As a future enhancement, we… Read more »
License Verification Tool is Now Available with MOP 3.0!
Add the new license verification tool into your credit union’s MAP or MOP site! With this service members will be asked to take a selfie, as well as an image of the front and back of their driver’s license that will be submitted for verification – this is a fraud deterrence tool that can be… Read more »
Take Advantage of the NEW 1Click Autopilot Program!
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
1Click Autopilot
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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Pull Up a Seat for a Learning Café Session
Join Amber Jecks, Earnings Edge Account Services Manager, for a Learning Cafe! This month, Amber will explore tips and tricks related to Financial Statements. If you’d like to learn more about utilizing these resources for your credit union, please click the button below to register. Register Now
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