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! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
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! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Posting a Payroll Need a quick way to show your staff how they can use CU*BASE to post a payroll? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Performing a Deposit Transaction with Cash Back Need a quick way to show your staff how they can post a deposit transaction with cash back 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!
Depositing Multiple Checks Need a quick way to show your staff how they can use CU*BASE to deposit multiple checks for a member? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Performing a Cash Advance Transaction Need a quick way to show your staff how they can post a cash advance 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!
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 »
CU*BASE GOLD Favorites – Part 6: Display Options Need a quick way to show your employees display options for favorites in CU*BASE GOLD? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
CU*BASE GOLD Favorites – Part 5: Making Favorites the Default Need a quick way to show your staff how they can set their favorites as the default toolset when logging into CU*BASE GOLD? Refer them to this video, which has been viewed 1,761 times! Play Video Check out our entire collection of video tutorials in… Read more »
CU*BASE GOLD Favorites – Part 4: Deleting a Favorites Group Need a quick way to show your employees how they can delete groups of Favorite Tools in CU*BASE? Refer them to this video, which has been viewed 1,702 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video… Read more »
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 November 2025! View Topics
