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show me the steps News

Two for Tuesday 

Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

Join Lender*VP to Learn About Income Verification with EDGE! 

Join Lender*VP to Learn About Income Verification with EDGE!

Lender*VP and EDGE invite you to learn how income verification can streamline lending decisions! oin us for a demonstration of how lending teams can accelerate decisions, improve operational efficiency, and gain a more complete view of member financial health by seamlessly incorporating external account data as needed. Click the button below to register. Register Now

CUaxis February Education Series 

CUaxis February Education Series

Attention CUaxis credit unions: CU*Answers will be hosting a special series of educational courses in February, where we will explore services and features available to your organization. These courses will be held between Tuesday, February 17th and Thursday, February 19th. Please use the button below to learn more and start your registration. Register Today

Take a Look at the CU*Answers University Courses for February! 

Take a Look at the CU*Answers University Courses for February!

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in February! Learn More

Get Ready for the Next Collections Roundtable! 

Get Ready for the Next Collections Roundtable!

Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CBX processes. Have any collection-related questions or topics you’d like to discuss? We welcome you to share these during the roundtable event! Use the button below to register today! Register Today

Get the Most Out of CU*Forms 

Get the Most Out of CU*Forms

Imaging Solutions invites you to join our CU*Forms workshop series! Hosted weekly, these one-hour workshops are designed to help your credit union get the most out of programming forms, setting up FormFLOW and membership products, eSign workflows, and more! Use the button below to register now. Register Now

Custom Services New Name 

Custom Services New Name

2026 Education Catalog 

2026 Education Catalog

Get your planners ready because there’s a wealth of training opportunities coming your way in 2026. You can click the button below to download a digital copy of the Education Catalog today!
Download Catalog

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Video of the Week: CU*BASE GOLD Favorites – Part 3: Creating a Favorites Group

Video of the Week: CU*BASE GOLD Favorites – Part 3: Creating a Favorites Group

CU*BASE GOLD Favorites – Part 3: Creating a Favorites Group Need a quick way to show your staff how they can organize groups of Favorite Tools in CU*BASE?  Refer them to this video, which has been viewed 1,845 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Client NewsCU*Answers
May 8, 2023

Video of the Week: CU*BASE GOLD Favorites – Part 2: Removing a Tool from Your Favorites List

Video of the Week: CU*BASE GOLD Favorites – Part 2: Removing a Tool from Your Favorites List

CU*BASE GOLD Favorites – Part 2: Removing a Tool from Your Favorites List Need a quick way to show your staff how they can remove a tool from their Favorite Tools list in CU*BASE?  Refer them to this video, which has been viewed 1,911 times! Play Video Check out our entire collection of video tutorials… Read more »

Client NewsCU*Answers
May 1, 2023

Video of the Week: CU*BASE GOLD Favorites – Part 1: Saving a Tool as a Favorite

Video of the Week: CU*BASE GOLD Favorites – Part 1: Saving a Tool as a Favorite

CU*BASE GOLD Favorites – Part 1: Saving a Tool as a Favorite Need a quick way to show your staff how they can save a tool as a favorite in CU*BASE?  Refer them to this video, which has been viewed 8,153 times! Play Video Check out our entire collection of video tutorials in the Show Me… Read more »

Client NewsCU*Answers
Apr 25, 2023

Video of the Week: Viewing Members with Specific Account Balance

Video of the Week: Viewing Members with Specific Account Balance

Viewing Members with Specific Account Balance Need a quick way to show your staff how they can use CU*BASE to view a list of members with a certain account balance?  Refer them to this video, which has been viewed 861 times! Play Video Check out our entire collection of video tutorials in the Show Me the… Read more »

Client NewsCU*Answers
Apr 17, 2023

Video of the Week: Viewing Members of a Specific Age

Video of the Week: Viewing Members of a Specific Age

Viewing Members of a Specific Age Need a quick way to show your staff how they can use CU*BASE to view a list of members who fall within a specific age range?  Refer them to this video, which has been viewed 811 times! Play Video Check out our entire collection of video tutorials in the Show… Read more »

Client NewsCU*Answers
Apr 10, 2023

Video of the Week: Viewing Members in a Specific Area

Video of the Week: Viewing Members in a Specific Area

Viewing Members in a Specific Area Need a quick way to show your staff how they can use CU*BASE to view a list of members who reside within a specific location?  Refer them to this video, which has been viewed 771 times! Play Video Check out our entire collection of video tutorials in the Show Me… Read more »

Client NewsCU*Answers
Apr 3, 2023

Video of the Week: Adding an Account to a Payroll Group

Video of the Week: Adding an Account to a Payroll Group

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 »

Client NewsCU*Answers
Mar 27, 2023

Video of the Week: Viewing Check Processing Statistics

Video of the Week: Viewing Check Processing Statistics

Viewing Check Processing Statistics Need a quick way to show your staff how they can view statistical information about the credit union’s check processing activity?  Refer them to this video, which has been viewed 844 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Client NewsCU*Answers
Mar 20, 2023

Video of the Week: Working a Follow-Up

Video of the Week: Working a Follow-Up

Working a Follow-Up Need a quick way to show your staff how they can work a follow-up in CU*BASE?  Refer them to this video, which has been viewed 1,463 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Client NewsCU*Answers
Mar 13, 2023

Video of the Week: Configuring Delinquency Notice Parameters

Video of the Week: Configuring Delinquency Notice Parameters

Configuring Delinquency Notice Parameters Need a quick way to show your staff how they can configure delinquency notice parameters in CU*BASE?  Refer them to this video, which has been viewed 805 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Client NewsCU*Answers
Mar 6, 2023
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Conversations On…

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

1Click Autopilot

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!
Learn More

In Case You Missed It…

In Case You Missed It…

Take a look back at some important topics from the first half of January 2026! View Topics

Shop Now at the CU*Answers Online Store.

GOLD Updates

The next GOLD updates are currently scheduled for:

Online/Partner CUs
26.05  May. 17, 2026 (Sunday)
Self Processing CUs
26.05  

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Two for Tuesday

Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

Take a Look at the CU*Answers University Courses for February!

Take a Look at the CU*Answers University Courses for February!

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in February! Learn More

Join Lender*VP to Learn About Income Verification with EDGE!

Join Lender*VP to Learn About Income Verification with EDGE!

Lender*VP and EDGE invite you to learn how income verification can streamline lending decisions! oin us for a demonstration of how lending teams can accelerate decisions, improve operational efficiency, and gain a more complete view of member financial health by seamlessly incorporating external account data as needed. Click the button below to register. Register Now

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