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: I keep getting locked out of a loan application. What is the “correct” way to exit a loan application without locking someone else or… Read more »
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.
Combining Collections Trackers Need a quick way to show your staff how they can consolidate collections trackers in CU*BASE? Refer them to this video, which has been viewed 863 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Consider the Customer Profile to be your contact directory. Your directory contains important information about the staff members you count on to connect to CU*Answers Management Services for strategic planning, launching new products, or just to brainstorm on a new idea. Have you ever wondered how the information is compiled? Join Julie Gessner for February’s… Read more »
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 February! Thursday, February 2 3:00 PM – 3:30 PM ET Preparing for a Cybersecurity Incident Response Register for web conference Monday,… Read more »
As the months grow colder and the potential for winter storms increases, wouldn’t it be convenient to let your members know that specific branch locations will be closing? 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…. Read more »
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 »
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 »
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 »
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 »
CU*Answers Web Services is currently scheduling new website projects to begin in March 2023.
Get started on a fresh new website next year. Sign Up
Join Julie Gessner for February’s Learning Café Session! Julie will discuss the importance of auditing your staff profile on a regular basis and will explore available resources that can help you to make effective choices. As an extra bonus, Julie will cover the CU*Answers Who’s Who Guide, an online directory to the brands of CU*Answers and the people that drive them. Register Today
In February of 2022, we began delivering the End of Month Checklist Form via CU*Answers Client News. As we move into the new year, the Client Services and Education team will be sunsetting the End of Month Checklist service, with January 2023 planned as the final month for this service.
Learn More
