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 – 09/10/2024
Recommendations from Lender*VP – Document Retention for Denied Applications
What is your credit union’s current retention plan for documents relating to denied applications? Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months. Relevant… Read more »
Reminder: The Next HA Rollover is Coming September 15th – We Need You to Perform a Connectivity Test!
Twice each year, CU*Answers tests our ability to redirect CU*BASE core-processing from our production center to our high-availability (HA) data center. The next HA rollover is scheduled for Sunday, September 15th. The rollover will enable support teams to perform planned network maintenance at the primary production center without disrupting core processing. The rollover will begin at 3:00… Read more »
Take Advantage of the 1Click Autopilot Program!
1Click Loan Offers are already easy for your members to take advantage of, so why not make them easy for your staff too? 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… Read more »
Join Network Services for our October Boot Camp!
Join us October 16th and 17th for a two-day boot camp! This is an opportunity for your credit union IT members build their knowledge of core product deployment and support. Please note: seating for this event is limited – if you are interested in attending, we encourage you to sign up soon! One of our… Read more »
Join Us for a Conversation On Mergers and CU Partnerships!
Join us for a conversation on Mergers and CU Partnerships! Designed for clients who are considering mergers or strategic partnerships/alignments, this event will explore different merger options that are available and how involved parties will need to prepare. Additionally, we’ll share insights from clients who have previously participated in mergers. This Conversations On Mergers/CU Partnerships session will offer a… Read more »
Check Out the New Resources Featured in this Edition of Documentation Digest!
Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Click on the links below for a deeper dive into each item, and don’t forget to share these… Read more »
Education Around the Corner – Keeping You Informed of the Latest Webinars and Events
As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner. Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »
There’s Still Time to Register for CEO Strategies 2024!
Mark your calendars for CEO Strategies 2024! This year’s event will take place Monday, October 21st to Wednesday, October 23rd at the Hyatt Regency in Salt Lake City, Utah. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming year. This… Read more »
August Owner’s View Monthly Recap
Check out recent programming changes in the August 2024 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… 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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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
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