Viewing Members of a Specific Age Need a quick way to show your staff how they can use CU*BASE to view a list of members who fall within a specific age range? Refer them to this video, which has been viewed 811 times! Play Video Check out our entire collection of video tutorials in the Show… Read more »
Join the Lender*VP team for a deep dive into Skip-a-Pay! See what other credit unions are doing, learn what’s working and what isn’t, and share ideas you have for Skip-a-Pay! What questions do you have about Skip-a-Pay? This is the perfect opportunity to share these with the Lender*VP team and collaborate with your community –… Read more »
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 »
Arriving with the CU*BASE 23.05 Release are enhancements for automated payment changes, which will affect credit unions currently offering contract variable rates in MEMBER6. In preparation for this, the Lender*VP team will be hosting special training sessions. We strongly recommend that credit unions who offer these contract variable rates in MEMBER6 register to have staff… 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 »
Do you have new staff who will be assisting with the quarterly 5300 Call Report or current staff who could use a refresher on these tasks? Below are several great resources that you can share with your team! Click here for a list of AnswerBook topics relating to 5300 Call Reports. Learn more about quarterly… Read more »
Looking to prepare and submit a membership file using the program that was developed for CUNA Mutual Group’s TruStage Insurance Program? This is now handled by the CU*Answers Operations team, who can help process this request on your behalf! The processing cost is $100 for a one-time file submission. To get started, click the button… 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: Where can I get help for payment issues with 360-day interest calculation mortgages, interest accruals, and payment & interest corrections? Check out this NEW topic! (AB 5307)… Read more »
At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs. When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »
Wouldn’t it be convenient to have the option to inform your members that specific branch locations will be closed due to inclement weather or power outages? Look no further than Mobile Alerts! Powered by CU*Publisher, this tool allows you to configure routine or one-time alerts for different platforms on both Android and iOS. If your… Read more »
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
Between Monday, August 18th and Wednesday, August 20th, we will be hosting on-site training in Grand Rapids, Michigan, followed by a series of webinars on Thursday, August 21st. These courses will focus on tactical skill instruction, strategy discussion and training solutions. Learn More
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
