Assigning a Delinquent Loan Account to a Collector Need a quick way to show your staff how they can assign a delinquent loan account to a collector, or change the collector to whom a delinquent account is assigned? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show… Read more »
Finding Other Memberships Need a quick way to show your staff how they can determine if a delinquent member is linked to any other memberships at your credit union? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Introduction to the Collections Member Selection Screen Want to give your staff a quick tour of the Collections Member Selection screen in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Working a Follow-Up Need a quick way to show your staff how they can work a member follow-up in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Updating a Collection Card Need a quick way to show your staff how they can update a Collection Card with a new Tracker message in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Closing Your Teller Drawer Need a quick way to show your staff how they can enter cash inventory and close the teller drawer in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Phone Inquiry as a Collections Tool Refer your staff to this video and show them how they can find key collections information by using the Phone Inquiry option when creating or updating a collection card in CU*BASE! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
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! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Opening Sub-Accounts Need a quick way to show your staff how they can open sub-accounts for a member in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Opening a Membership Need a quick way to show your staff how they can create a new membership in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Try it out, let us know what you think!
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Has your credit union purchased ITMs or other Self-Service Kiosks? Are you utilizing tablets as part of your member experience? Maybe you… Tell Us!
Earn a $3,000 CollabRebate for Testing New CU*BASE Tools and Features Coming with the 19.10 Release!
To join the Beta Pool, you must submit your Beta Pool Enrollment form before August 21. The beta test for the 19.10 Release begins September 15!
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