Creating a Loan Account Need a quick way to show your staff how they can create a loan account 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!
Denying a Loan Request Need a quick way to show your staff how to deny a loan request in CU*BASE and print a denial notice? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Editing a Loan Request Need a quick way to show your staff how they can edit a loan request 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!
Processing a Loan Request for a Non-Member Need a quick way to show your staff how they can use CU*BASE to process a loan request for a non-member? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Loan File Action Codes Need a quick way to show your staff how they can access loan file action codes 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!
Loan Quoter Extras Need a quick way to show your staff how they can access helpful features included with the loan quoter tool? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Loan Quoter Basics Need a quick way to show your staff how they can use the loan quoter tool to provide members with loan payment estimates? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Tips & Tricks for CU*BASE – Part 5: Restoring a Field Entry Need a quick way to show your staff how they can use the keyboard to restore a field entry 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!
Tips & Tricks for CU*BASE – Part 4: Selecting Multiple Items Need a quick way to show your staff how they can use the keyboard to select multiple items 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!
Tips & Tricks for CU*BASE – Part 3: Selecting Consecutive Items Need a quick way to show your staff how they can use the keyboard to select consecutive items 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!
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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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
Take a look back at some important topics from the last half of June 2025! View Topics
