Loan Quoter Basics Need a quick way to show your staff how they can use the loan quoter tool to provide members with loan payment estimates? Refer them to this video, which has been viewed 4,643 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Engage with your Peers at the 2022 Xtend Shared Branching Roundtable!
Share your ideas and join the discussion at our upcoming Shared Branching Roundtable! This is a chance for you to engage with your peers and discuss any questions or concerns you might have about Xtend Shared Branching. The Xtend Shared Branching Network is unique in that it is fully governed by your peers. This latest… Read more »
Last Call to Register: Conversations on Compliance – Coming Soon to Las Vegas, NV
Join Jim Vilker, NCCO/CAMS, VP of Professional Services with AuditLink and Marvin Johnson, NCCO/CAMS/CFE, Manager of AuditLink, for a day of compliance and auditing best practices, as well as an opportunity to interact with your peers. This event will be held on Tuesday, March 22nd at the Innovation Center, located at 6725 Via Austi Parkway,… Read more »
Reminder: Automated Reports and Queries
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 »
How Do I Sign Up My Staff to Receive Client News and Alert Emails?
Do you have new or existing employees who would like to begin receiving communications from CU*Answers? Below is a helpful guide to the emails that CU*Answers regularly sends out. Client News and Alerts – what is the difference? Client News emails are fully-designed emails that include a banner image and body text. Client News emails… Read more »
February Owner’s View Monthly Recap
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the February 2022 edition of the Owner’s View Monthly Recap! February 2022 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »
Take Advantage of Analytics Booth – 90 Days FREE for New Users!
We’re excited to offer a 90-day FREE trial of Analytics Booth for new users! With Analytics Booth, your credit union’s vitals are at your fingertips – track hundreds of data points across Balance, Member and Transaction data categories! Customize alerts to be notified of key metrics and glean data from our 12 available dashboards. Free… Read more »
There’s Still Time to Join the 22.05 CU*BASE Release Beta Pool!
Earn a $3,000 CollabRebate for testing new CU*BASE tools and features coming with the 22.05 release! Learn more about enhancements coming in the May release, eligibility requirements for joining the beta pool, and what you will need to do to receive the CollabRebate reward. To join the Beta Pool, submit your Beta Pool enrollment form… Read more »
We’re Preparing to Move from 247 Lender to the FUEL Decision Model
As many of you are already aware, we are in the process of shifting all online credit unions to our new Sync1 interface for pulling credit reports from the bureaus. So far over 100 credit unions are pulling reports daily via this interface, and more are moving to it every week. Now we are excited… Read more »
Learn All About AnswerBook with These 9 Videos!
Check out these 9 videos to learn how your credit union can utilize various features of AnswerBook! Have new employees who are not familiar with AnswerBook? Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate teams here at… Read more »