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 information regarding the escrow analysis? Check out this NEW topic for more info! (AB 5305) We’re also pleased to share some of our… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 1st Quarter Update Before you start working on your 1st quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q123 Call Report any time after April 1, but be… 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 »
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.
Have You Taken Advantage of these Features in Mobile Manager? Your credit union can upload banners to market new loan promotions. Members can then click on these banners to begin the application process! Want to promote new products like PayAnyone* or Bill Pay? Add banners or ads on the home screen menu. Have an event… Read more »
Adding an Account to the Payroll Group Need a quick way to show your staff how they can add a member account to a payroll group so that the account can receive incoming deposits? Refer them to this video, which has been viewed 508 times! Play Video Check out our entire collection of video tutorials… Read more »
Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days Starting Wednesday, March 29th, any/all custom online forms in Request Center will be automatically deleted 30 days after they are marked “Completed”. This automatic deletion of completed forms will become the retention policy moving forward. If your credit union wishes… Read more »
Effective April 1, 2023, CU*Answers will no longer participate in the funding of Virtual StrongBox (VSB) for the cuasterisk.com network. We will continue to integrate and maintain our partnership with VSB and encourage credit unions to consider this solution as a more comprehensive way for members to upload and store their own documents. In the… Read more »
CU*Answers University Week is coming April 10 – 13! Register for our most timely and relevant courses condensed into one week – each course is FREE to attend! Monday, April 10 3:30 PM – 5:00 PM ET Data Warehouse Tools & Strategies Register for classroom session Register for web conference Tuesday, April 11… 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 April! Wednesday, April 5 4:30 PM – 5:00 PM ET How to Develop and Test your Business Continuity Plan Register for web… Read more »
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Take a look back at some important topics from the first half of May 2024! View Topics
Give your members financial flexibility by offering a skip a pay program! Clink the link below to hire Lender*VP to help build your automated program today!
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