• Support
  • Contact
  • Shop
CU*Answers
Menu
  • Products
    • Core Software
      • CBX: Your Core Software
      • CU*BASE GOLD
      • CU*BASE CTE
      • For CUSOs, CDFIs & Retail
        • Servicer Edition
    • Member Self-Service
      • It’s Me 247 Online Banking
      • It’s Me 247 Text Banking
      • It’s Me 247 Mobile App
      • It’s Me 247 Bill Pay
      • CU*Talk
      • Membership Opening
    • Imaging Solutions
      • In-House Imaging Strategy
      • Online Imaging Strategy
    • Cooperative Initiatives
      • We are a Cooperative, Just like You
      • Analytics Booth
      • Board Sites
      • PolicySwap
      • CUATV
    • Shop – Order online at the CU*Answers Store
    • IRSC – Internet Retailer Support Center
    • In the Kitchen – We’re always cooking up new ideas here in the CU*Answers Kitchen
    • We Have What CUs Need – Solutions to help a credit union be a credit union
    • Close
  • Solutions
    • Accounting – Accounting and Financial Resources
    • Asterisk Intelligence – Data Analytics and Data Warehousing
    • AuditLink – Audit and Compliance
    • BizLink – Integrated Business Solutions
    • Business Continuity – Disaster Recovery and Incident Response
    • Cards & Payments – One stop for Bill Pay and ATM/Debit/Credit/Instant Issue Cards
    • CMS – CU*Answers Management Services
    • Client Services & Education – CU*BASE Support and Training
    • Conversions – Smooth transitions to CU*BASE
    • Developer’s Help Desk (DHD) – A Strategy for Building Custom Software with CU*Answers
    • Earnings Edge – Tools to Improve Your Operations
    • Hospitality – Use our Facilities for Your Next Meeting
    • Human Resources – Success Through People
    • Imaging Solutions – Document Imaging Strategies
    • Internet Retailer
      Support Center
      – Online Retailing 2.0
    • Just Turn It On – Let Us Show You How
    • Lender*VP – Lending Experience, Management and Tools
    • Marketing – Market to your members
    • Network Services – Your IT Services and Support
    • OpsEngine – Expert skills, cutting edge tools, and professional services
    • Programming – Building the Core Foundation for Our Future
    • Sales – Your Partner in Business
    • Solutions Contact Center – High quality member support and interaction
    • Web Services – Online Marketing and Web Presence
    • Close
  • Resources
    • Client News – Up to Date News and Information
      • In the Kitchen
      • System Availability
      • Project Management
        • Owner’s View
      • Best Practices
    • CU*Answers University – Offering classroom & webinar sessions
      • 2025 Education Catalog
      • Training Resources
      • Bedrock Community Credit Union
      • Customized Training Environment
      • Register for Upcoming Events
      • Training Evaluation Form
    • References & Help – Direct access to information you need
      • Updates & Info for Your CBX Transition
      • AnswerBook
      • Online/Mobile Banking Reference Materials
      • It’s Me 247 User Help
      • CU*BASE Reference Materials
      • CU*BASE Online Help
      • Show Me The Steps Online Help
      • Owner’s View
    • Documentation – Prepare for the latest release
      • Release Summaries
      • Release Planning
      • Pricing Guides
      • My Favorite Dashboards & Reports
    • Get Involved – Get involved with your cooperative
      • Jump In the Beta Pool
      • Active Beta Study Groups
      • Submit An Idea
      • Initiating a Special Project Request
      • Join a Conversations on… Group
    • Videos – Training videos and video customization
      • It’s Me 247 How-To Video Series
      • OnDemand
      • Video Customization
    • Cybersecurity Resources – Cybersecurity Resource Center
    • Owner’s View – Track Project Status
    • Close
  • Events
    • Leadership Conference
      • 2025 – Setting the Waypoint
      • 2024 – Blazing the Trail
      • 2023 – Setting a Base Camp for our Future
      • 2022 – Our Next Adventure
      • 2021 – Experienced, Energized, Engaged
    • CEO Strategies
      • CEO Strategies Week 2025
      • CEO Strategies Week 2024
      • CEO Strategies Week 2023
      • CEO Strategies Week 2022
      • CEO Strategies Week 2021
    • Boot Camps
      • Network Services Boot Camp (2025)
      • CUSO Technology User Group (2025)
    • Conversations on… – Join a Conversations on… Group
      • Conversations on Pricing
      • Conversations on Bill Pay/P2P
      • Conversations on Education
      • Conversations on Fraud
      • Find My Conversations On… Group
    • We Have What CUs Need – We have what a credit union needs to be a credit union.
    • CU*Answers Scholarship – CU*Answers is committed to “walk the talk.”
    • CU*Answers Awards – Achievements in our CUSO
    • CU*Answers University – Both classroom and webinar offerings to continue your education
    • Close
  • Shop
    • CU*Answers Store – Order online at the CU*Answers Store
    • Internet Retailer Support Center – Online Retailing 2.0
    • Visit the Developer’s Help Desk – A Strategy for Building Custom Software with CU*Answers
    • Close
  • About
    • On The Inside
      • Board of Directors
      • Leadership
      • Report To Owners
      • Business Plan
      • Applications for Associate Board Members
    • Learn About CU*Answers
      • We are a Cooperative, Just like You
      • Join Our Team
      • History
      • In the News
    • A Guided Tour of CU*Answers
      • History
      • CUSO Model
      • CU*BASE Software
      • Member Focus
      • Self Service Product Line
      • Education and Support
      • Marketing
      • Valued Partners
      • Leadership
      • More Information
    • Other
      • Tradeshow Schedule
      • Network of Credit Unions
      • Partners
      • A Vendor’s Guide to CU*Answers
      • Non-Disclosure Policy & Agreements
      • Due Diligence Materials
      • Contact
    • We’re Hiring! – Checkout these exciting careers at CU*Answers!
    • Report To Owners – Biennial financial report and a recommitment to the principles that drive our CUSO
    • We’re a Cooperative – CU*Answers is a CUSO and a Cooperative, and we’ve been living the cooperative spirit for years.
    • Due Diligence Materials – “one stop shop” is to simplify your vendor due diligence needs
    • Close

self-processing News

Two for Tuesday 

Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

Strategic Income Solutions’ AI Chat 

Strategic Income Solutions’ AI Chat

During this webinar, Strategic Income Solutions will discuss their robust AI chat solution and how it can provide 24/7 answers to your members’ frequently asked questions. This event will focus on the differences of a live chat solution and will highlight benefits, tips, and the easiest ways to save time and money in developing how your credit union interacts with members. Click the button below to learn more! Learn More

Take a Look at the CU*Answers University Courses for May! 

Take a Look at the CU*Answers University Courses for May!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in May! Learn More

Here comes the next Collections Roundtable! 

Here comes the next Collections Roundtable!

Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CU*BASE processes. This quarter’s roundtable session will be hosted virtually. Register Today

Join Us for the 2025 Golf Outing as Part of Leadership Week 

Join Us for the 2025 Golf Outing as Part of Leadership Week

Register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2025 Leadership Conference Week! Unwind after an exciting week of events with a round of golf, a cold drink, and a pig roast lunch. Click the button below to register today! Register Today

The 2025 CU*Answers Leadership Conference is Coming 

The 2025 CU*Answers Leadership Conference is Coming

Register for the 2025 CU*Answers Leadership Conference! Join us for a discussion on the CUSO’s performance over the past year, as well as where we are looking to take ourselves next. We look forward to seeing you at this unique event – connect with your peers for an energizing and inspiring week focused on our shared partnership! Click the button below for more information. Learn More

Previous Next

Here comes the next Collections Roundtable!

Here comes the next Collections Roundtable!

Get Ready for the Next Collections Roundtable! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes.  Join us for the first session of the 2023 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version of… Read more »

Client NewsCU*AnswersLender*VP
Feb 15, 2023

A Note from CU*Answers: Updates to 5300 Call Report Ratios

A Note from CU*Answers: Updates to 5300 Call Report Ratios

An important note for your credit union: several ratios on Tool #1021: 5300 Call Report Ratios have been updated, based on changes which were made by the NCUA in March of 2022.  The ratios listed below have been updated with the correct calculations: Net Worth/Total Assets Delinquent Loans/Net Worth SIRRT (Supervisory Interest Rate Risk Threshold)… Read more »

Client NewsCU*Answers
Jan 19, 2023

Join Lender*VP for a Conversation on 1Click Loans!

Join Lender*VP for a Conversation on 1Click Loans!

Lender*VP is excited to announce our first Conversations On Lending event!  Join us for a deep dive into 1Click Loans!  See what other credit unions are doing, learn what’s working and what isn’t, and check out ideas that are currently in the pipeline.  You’ll even have opportunities to ask questions of other credit unions who… Read more »

Client NewsConversations OnCU*AnswersEarnings Edge
Feb 15, 2023

Discount Alert! Don’t Let 2023 Marketing Get Away from You!

Discount Alert! Don’t Let 2023 Marketing Get Away from You!

When you purchase RevGen, Xtend’s bundle of campaigns, receive a complimentary one-on-one planning session! We’ll meet to learn your marketing goals for the year and set up a plan and tentative schedule to keep you on track to successfully execute campaigns when it matters most! Our most popular bundle includes 4 campaigns, but we offer… Read more »

Client NewsXtend
Jan 19, 2023

Check Out the NEW Topics Featured in this Edition of AnswerBook Digest!

Check Out the NEW Topics Featured in this Edition of AnswerBook Digest!

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 does a member access their negative balance limit (Courtesy Pay/ANR) when I am assisting them in teller processing?  Check out this NEW topic! (AB… Read more »

Client NewsCU*Answers
Jan 18, 2023

Join Earnings Edge for a Conversation on Xpress Teller – Featuring Special Guests from Frankenmuth Credit Union!

Join Earnings Edge for a Conversation on Xpress Teller – Featuring Special Guests from Frankenmuth Credit Union!

Earnings Edge invites you to join us for a Conversation on Xpress Teller!  We have invited Frankenmuth Credit Union as a special guest presenter for our upcoming session on February 15th.  During this event, Frankenmuth CU will share their experiences using Xpress Teller and will then open the floor to questions and comments relating to… Read more »

Client NewsConversations OnCU*AnswersEarnings Edge
Jan 19, 2023

CU Info Offers a Convenient Way to Update Your Credit Union’s Information!

CU Info Offers a Convenient Way to Update Your Credit Union’s Information! Wouldn’t it be great to update hours instantly?  No more waiting or emailing thanks to CU Info, powered by CU*Publisher.  With CU Info, it’s your product on your schedule! What Info Can I Manage? In addition to managing the members of your CU*Publisher… Read more »

Client NewsCU*AnswersInternet Retailer Support Center
Jan 17, 2023

Update to Transaction History in Online Banking as of 1/17/23

Update to Transaction History in Online Banking as of 1/17/23

As of this morning, January 17th, we have implemented an enhancement to the display of transaction history in It’s Me 247 online banking.  Transaction history in online banking will now display the last 4 digits of a card number and the Merchant Category Code (MCC) Group.  This enhancement applies to ATM/debit card activity as well… Read more »

Client NewsCU*Answers
Jan 17, 2023

Two for Tuesday with CEO Geoff Johnson – 1/17/2023

Two for Tuesday with CEO Geoff Johnson – 1/17/2023

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.  

Client NewsCU*AnswersLeadershipTwo for Tuesdays
Jan 11, 2023

Video of the Week: Creating a Collection Card

Video of the Week: Creating a Collection Card

Creating a Collection Card Need a quick way to show your staff how they can create a collection card in CU*BASE?  Refer them to this video, which has been viewed 1,146 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Client NewsCU*Answers
Jan 12, 2023
  1. First
  2. <<
  3. 182
  4. 183
  5. 184
  6. 185
  7. 186
  8. 187
  9. 188
  10. >>
 
In Case You Missed It…

In Case You Missed It…

Take a look back at some important topics from the last half of April 2025! View Topics

Conversations On…

Conversations On…

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

10th Annual Conversations on Compliance Event

10th Annual Conversations on Compliance Event

Join us for the 10th 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 14th, from 9:00 AM to 3:30 PM ET. For more information and registration, please click the button below. Learn More

Shop Now at the CU*Answers Online Store.

GOLD Updates

The next GOLD updates are currently scheduled for:

Online/Partner CUs
25.05  May. 18, 2025 (Sunday)
Self Processing CUs
25.05  

More about releases

Popular Posts

  • CBX: Your Core Software

  • Resources

  • Release Summaries

  • Preparing Your Credit Union to Transition to CBX

  • Solutions

  • CU*BASE Reference

  • Products

  • In the Kitchen

  • 2025 – Setting the Waypoint

  • Two for Tuesday with CEO Geoff Johnson – 04/22/2025

NACUSO Collaboration

Contact Us!

Contact Us!
We're Hiring!

Popular Client News

  • Join CU*Answers and SavvyMoney to Learn All About Our Robust Credit Score Solutions!
  • Get Ready for an Online Banking EULA System Update
  • Join Network Services for our May Boot Camp!
  • Get Ready! The 2025 CU*Answers Leadership Conference is Coming!
  • Reminder: CBX Updates and Information – Sign Up for a Live Demo
  • CBX Updates and Information
  • Join Us for the 2025 Golf Outing as Part of Leadership Week!
  • Strategic Income Solutions’ AI Chat: A New Way to Meet the Needs of Your Members
  • March Owner’s View Monthly Recap
Two for Tuesday

Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

Here comes the next Collections Roundtable!

Here comes the next Collections Roundtable!

Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CU*BASE processes. This quarter’s roundtable session will be hosted virtually. Register Today

Take a Look at the CU*Answers University Courses for May!

Take a Look at the CU*Answers University Courses for May!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in May! Learn More

We're Hiring!
Contact Us
http://www.cuanswers.com/
Copyright © 2002 - 2025 CU*Answers • Privacy Notice
CU*BASE® is a registered trademark of CU*Answers.

Related Sites:
DISCLAIMER:

This website and included materials are intended, but not promised or guaranteed to be current, complete, or up-to-date and should in no way be taken as an indication of future results. All information is provided "as is", with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information, and without warranty of any kind, express or implied, including, but not limited to warranties of performance, merchantability and fitness for a particular purpose. In no event will CU*Answers, its related partnerships or corporations, or the partners, agents or employees thereof be liable to you or anyone else for any decision made or action taken in reliance on the information provided or for any consequential, special or similar damages, even if advised of the possibility of such damages.

Any views and opinions expressed on this web site are those of the authors and do not necessarily reflect the official policy or position of CU*Answers or any of its affiliates.

Through this website you are able to link to other websites which are not under our control. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them.

 
↑ Back to Top ↑