On Tuesday, July 21st, we will be deploying enhancements to our employee security settings for the CBX LOS. These enhancements will allow you to control which employees are able to create or access loan applications for existing members, as well as which employees are able to book/create loan accounts. These checkboxes will be live in… 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 a question for Geoff? Have a question for Geoff? We’re gathering questions for possible inclusion in future episodes of Two for Tuesday and… Read more »
As a reminder, HELOC Contract Variable Rates will need to be updated prior to Wednesday, July 1st. Ahead of this rate change, we would like to remind your credit union of a few key items. We have put together a document, linked below, which covers important items related to the rate changes. This include topics such as:… Read more »
Lender*VP invites you to learn all about their newest product for lending, CU*Chat! A chat platform built into the loan application workflow in CBX, CU*Chat allows borrowers and staff to easily communicate about loan applications. Whether it’s gathering references, verifying collateral information or requesting support documents, any and all communication with the borrower is seamless… Read more »
Join the Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CBX. We will concentrate on the tools that help users answer various member inquiries relating to accounts and account history. Participants… Read more »
As of June 10th, we have deployed an update to the CU*Publisher Request Center, giving you the ability to send member uploads straight to iDOCVault. Your archive is simply a click away! No downloading, no re-uploading – simply spot a document you need to archive, hit “Archive to iDOCVault,” fill in your index info right… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 2nd Quarter Update Before you start working on your 2nd quarter Call Report in CBX, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q226 Call Report any time after July 1, but be sure… Read more »
Did you know that Lender*VP offers mortgage servicing and escrow processing services in collaboration with the Xtend Mortgage Servicing team? Let us put our team of experts to work for you! We make it easy for you by providing the following services: Escrow Processing Pay escrow bills Run annual escrow analysis Reporting on bills becoming… Read more »
Join Lender*VP and our partners at EDGE for a Lunch & Learn event hosted at CU*Answers’ Grand Rapids headquarters! This in-person event is designed for credit union leaders and teams focused on lending, credit risk and member analytics. Rather than a traditional product demo, we’ll focus on practical use cases, peer discussion, and the evolving cashflow… Read more »
Attention Fiserv clients using STAR® Northeast Debit Processing: Fiserv will be performing an OS upgrade associated with switch and processing services in the Omaha, Nebraska and the Chandler, Arizona data centers. Additionally, during this period, Fiserv will be conducting a business disaster recovery exercise. Please note that this will only affect Fiserv clients who are currently utilizing… Read more »
Take a look back at some important topics from the first half of June 2026! View Topics
If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Use the button below to register now! Register Now
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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