Using the Rate Estimator Tool The Rate Estimator tool can be used to help estimate an individual’s current loan rate at their financial institution, allowing you to offer them a better rate at your credit union. Need a quick way to show staff how they can use the Rate Estimator tool? Refer them to this… Read more »
Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
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, which has been viewed 4,033 times! 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, which has been viewed 4,643 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Viewing Account Information via Inquiry Need a quick way to show your staff how they can use the CU*BASE Inquiry tool to view member account information? Refer them to this video, which has been viewed 5,466 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Viewing Transaction History via Inquiry Need a quick way to show your staff how they can use the CU*BASE Inquiry tool to view a member’s transaction history? Refer them to this video, which has been viewed 5,579 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Reprinting Receipts Older Than 90 Days Need a quick way to show your staff how they can reprint receipts that are older than 90 days? Refer them to this video, which has been viewed 1,308 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Reprinting Recent Receipts Using Phone Operator Need a quick way to show your staff how they can use Phone Operator to reprint a receipt for a recent transaction? Refer them to this video, which has been viewed 1,700 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video… Read more »
CU*Answers will be hosting three more University Weeks during 2022! Whether you’ve attended University Week in the past or are a new attendee, we invite you to join us for a series of our most timely and relevant courses where we will discuss topics relating to our core software, CU*BASE, alongside many of the other… Read more »
Creating a Loan Request for a Non-Member Need a quick way to show your staff how they can use CU*BASE to create a loan request for a non-member? Refer them to this video, which has been viewed 923 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video… Read more »
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
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Take a look back at some important topics from the first half of April 2024! View Topics
