The AI team does a wonderful job of instructing attendees during lectures. Each question asked is considered with patience and understanding to provide the most insightful answer. Truly a valuable resource for anyone who seeks to increase their knowledge of CU Base.
Related News
Check Out the New Resources Featured in this Edition of Documentation Digest!
Documentation Digest is your go-to knowledge base for questions relating to software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Click on the links below for a deeper dive into each item, and don’t forget to share… Read more »
Enhancements to Interest-Only Loans Coming Soon – What You Need to Know
We are excited to share Enhancements to Interest-Only Loans coming soon! Project #63501 will add new configurable options for interest-only loans, as well as corrections to certain behaviors for these loan types. This project is currently targeted for July 14th. Additional details on this project are listed below. If you have any questions, please reach… Read more »
Lending Communications are Easier Than Ever with CU*Chat!
Lender*VP invites you to learn all about their newest product for lending, CU*Chat! A chat platform built into the loan application workflow in CBX, CU*Chat allows borrowers and staff to easily communicate about loan applications. Whether it’s gathering references, verifying collateral information or requesting support documents, any and all communication with the borrower is seamless… Read more »
Reminder – Employee Security Updates to the CBX LOS
On Tuesday, July 21st, we will be deploying enhancements to our employee security settings for the CBX LOS. These enhancements will allow you to control which employees are able to create or access loan applications for existing members, as well as which employees are able to book/create loan accounts. These checkboxes will be live in… Read more »
Get the Most Out of CU*Forms – Join One of Our Upcoming Workshops!
Imaging Solutions invites you to join our CU*Forms workshop series! Hosted weekly, these one-hour workshops are designed to help your credit union get the most out of programming forms, setting up FormFLOW and membership products, eSign workflows, and more! We’ll highlight helpful tips and tricks, and answer any questions you might have relating to CU*Forms. Click… Read more »
Lender*VP and EDGE Invite You to an In-Person Lunch & Learn Event in Grand Rapids!
Join Lender*VP and our partners at EDGE for a Lunch & Learn event hosted at CU*Answers’ Grand Rapids headquarters! This in-person event is designed for credit union leaders and teams focused on lending, credit risk and member analytics. Rather than a traditional product demo, we’ll focus on practical use cases, peer discussion, and the evolving cashflow… Read more »
Take Advantage of the 1Click Autopilot Program!
1Click Loan Offers are already easy for your members to take advantage of, so why not make them easy for your staff too? 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… Read more »
Check Out the Latest Project Deployments
While our Spring and Fall releases deliver major enhancements, our Tuesday minor releases provide ongoing improvements, fixes, and smaller feature enhancements throughout the year. The following documentation details the July 7th, 2026 updates, along with tool and programming changes. View Release Notes
NEW for FIS/Payments One and TransFund Clients: Dual Line Embossing Available for Individual Membership Cards
Attention credit unions who use FIS/Payments One or TransFund as their card processor for debit or credit: A new enhancement is now available, which gives you the ability to dual line emboss credit and debit cards for individual memberships (MI). Setting these options in the vendor and credit union configurations allows your credit union the… Read more »
June Owner’s View Monthly Recap
Check out recent programming changes in the June 2026 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CBX and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
More related in Category: **Home** Client News Core Software CU*Answers Documentation Owner's View Or Tag: CU*BASE documentation online Owner's View Release Summaries self-processing
Take Advantage of the NEW 1Click Autopilot Program!
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
New for 2026: The CU*Answers Quarterly Contests & Cooperative Campaigns
The CU*Answers Quarterly Contests and Cooperative Campaigns are Ready for 2026! You can place orders now for the 2026 Quarterly Contests and Cooperative Campaigns. Also new for 2026 is the CU*Answers Booster Pack! This pack contains 6 banners optimized for mobile 8.0 and online banking. Click the button below to learn more. Learn More
In Case You Missed It…
Take a look back at some important topics from the last half of June 2026! View Topics
CBX Updates
The next CBX updates are currently scheduled for:
- Online/Partner CUs
- 26.10 Oct. 11, 2026 (Sunday)
- Self Processing CUs
- 26.10
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