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!
CTM 400: Teller Processing I Course Videos Just Updated! (15 videos in all!) Other courses whose videos were recently updated include: CAB 200: Daily Share Draft Processing CAB 202: Daily Payroll Processing CCS 100: Collections Basics CCS 101: Advanced Daily Work CTM 201: Phone Operator CTM 300: Opening Memberships & Accounts Check out the updated… Read more »
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!
Credit unions will work with IRSC and create custom online forms to be listed from your credit union website, mobile app, or from a banner within It’s Me 247 desktop, as well as It’s Me 247 Mobile Web. Learn More
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!
CU*Answers at its core is a cooperative organization. We are constantly pushing what it means to be a transparent CUSO. This year we have decided our next step is to get you engaged, we want to hear your voice, the Owner’s Voice. Vote Now!
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