Loan Request with Collateral Need a quick way to show your staff how they can create a new loan request with collateral 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!
Performing a Miscellaneous Receipt Transaction Using Funds from a Member’s Account Need a quick way to show your staff how they can post a miscellaneous receipt transaction using funds from a member withdrawal? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Issuing a Money Order Need a quick way to show your staff how they can issue a money order using funds from a member’s 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!
Issuing a Corporate Check via Teller Need a quick way to show your staff how they can generate a corporate check 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!
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!
Using the Balance Forward Feature Need a quick way to show your staff how they can use the balance forward feature in CU*BASE to transfer a member’s funds to other member accounts? 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 deposit multiple checks 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!
A Tour of the Collections Member Inquiry Screen Need a quick way to show your staff how to navigate the Collections Member Inquiry Screen, and the information that can be found there? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Printing a Custom Collections Notice Need a quick way to show your staff how they can print a custom collections notice to send to an individual member? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Updating Non-Member Information Need a quick way to show your staff how they can update non-member information, such as a phone number 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!
Check out the documents and presentations from the CEO Strategies event on November 11- 14th, 2019.
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!
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
