Wednesday, February 3 3:00 PM – 3:30 PM ET This Month’s Focus Review of Tool #2: Work/View Loan Application Status The Work/View Application Status system consists of three different layouts that can be used to view pending, denied, and booked (approved/created) loan requests. All incoming applications, regardless of their source, are marked with the date… Read more »
Monday, January 4 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Reminders for January Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Year-End tasks. Topics discussed will include: Run Tax Information Reports Final verification of IRA Balance File data (distributions only for all IRA plan types, including… Read more »
Monday, December 7 4:00 PM – 4:30 PM ET This Month’s Focus Year-End Reminders for December Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Year-End tasks. Topics discussed will include: Verify Equity Loan categories to ensure proper 1098 reporting Verify Share and Certificate configurations to ensure proper 1099-INT reporting;… Read more »
Wednesday, November 11 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Reminders Join Stephanie Raven, Client Services Team Lead, for a for a review of November Year-End tasks. Topics discussed will include: Verifying State ID # in Chart of Accounts for reporting on 1099 Making a decision on whether or not you wish… Read more »
Pull Up a Chair, the Roundtable is Waiting! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes. Join us for the fourth session of the 2020 Collections Roundtable Series – for whichever session you’d like, or both! Please note: the Collections Roundtable for this quarter will… Read more »
Tuesday, September 15 2:00 PM – 2:30 PM ET This Month’s Focus eSign Imaging Solutions, in partnership with Mobile Technologies Group and eDOC Innovations, have brought a new eSign experience for your members. These modern updates present an eSign experience that is unlike anything else on the market – a clearer, cleaner and more polished… Read more »
Monday, August 17 10:00 AM – 10:30 AM ET This Month’s Focus It’s My Biz 247 – Business Online Banking Overview Join us for a review of the configuration, setup and use of It’s My Biz 247 business online banking. We will also discuss the security tool known as PIB MLO (multi-user logon), which can… Read more »
Pull Up a Chair, the Roundtable is Waiting! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes. Join us for the third session of the 2020 Collections Roundtable Series – for whichever session you’d like, or both! Please note: the Collections Roundtable for this quarter will… Read more »
Tuesday, July 28 3:00 PM – 3:30 PM ET This Month’s Focus Educational Resources Available to our Clients Join Ashley Fryling of the Client Services and Education team for a FREE refresher of educational resources we have available to our clients. Ashley will discuss resources that are currently available, the benefits they present, and where… Read more »
Coming Up This Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge. Tuesday, June 9 2:00 PM – 2:30 PM ET Xtend Communications Overview Webinar The Xtend Communications department keeps… Read more »
1-Click Credit Card Loans bring a new approach to how your credit union can promote loans to members, by pre-approving members without an application, credit pull, or underwriting. Your credit union can build a list of members who qualify for the product based on your institution’s guidelines. Members who qualify will then see an offer in online banking that they can accept at any time!
Ready to sign up for 1-Click Loans? Click below to visit the store!
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Attention credit unions using Payveris Bill Pay: we have GREAT news! Paywatch (Payveris Fraud Prevention Solution) is now FREE!
Not yet using Paywatch? Contact SettleMINT EFT and one of our team members will be happy to work with you to set up Paywatch and create a solution that will help protect both you and your members from fraudsters!
Wednesday, February 3
3:00 PM – 3:30 PM ET
This Month’s Focus
Review of Tool #2: Work/View Loan Application Status
The Work/View Application Status system consists of three different layouts that can be used to view pending, denied, and booked (approved/created) loan requests.
