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Get the Most Out of CU*Forms

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 the button below to register. Register Now

Join Us for a Live Demo of Retailer Direct

Retailer Direct is an indirect lending solution developed to offer third parties a direct integration into CU*BASE! Utilizing an online application portal, business retailers offering goods or services can finance loans for members and non-members alike with your credit union.

If you’d like a deeper dive into these features, Lender*VP invites you to join our upcoming webinar as we present a live demo of Retailer Direct! To register, click the button below. Register Today

Check Out the New Resources Featured in this Edition of Documentation Digest!

Documentation Digest is your go-to knowledge base for questions relating to CU*BASE 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… Read more »

Aug 1, 2025

BizLink 247 – Designed for the Unique Needs of Business Members

BizLink 247 is designed for the special needs of business members. Alongside its companion PIB MLO, BizLink 247 allows business owners to have separate logins and individual permissions for each employee – these permissions can be granted either through CU*BASE (via a credit union employee) or PIB MLO (by the business owner/administrator). Once your order… Read more »

Aug 1, 2025

How Do I Add or Remove CU*BASE Security Officers?

CU*BASE Security Officers have the ability to request new users, delete existing users and request changes to upload/download authorities. Does your credit union need to add a new Security Officer or remove an existing one? Use the button below to visit our online store and submit a request. After a request has been submitted, the… Read more »

Aug 1, 2025

AuditLink Invites You to Join a Conversation on Fraud!

Is fraud prevention a part of your organization’s ongoing conversation regarding your mission, your vision and your goals? Does your staff know the risks they are most likely to face or common traits of fraudsters? Join AuditLink for an open forum discussion on fraud prevention, fraud detection, emerging risks, current issues, best practices and more. We invite… Read more »

Aug 1, 2025

In Case You Missed It – Late July 2025

Take a look back at some important topics from the second half of July 2025: What’s the Latest from Lender*VP? A Quick Look at Hot Topics in Lending Join Us for a Conversation On Plastics – Card Clean Up Take a Look at the CU*Answers University Courses for August! Vehicle Valuation Price Increase Arriving in… Read more »

Jul 31, 2025

Lender*VP Invites You to Learn About REPAY Payment Solutions

REPAY is an innovative, full-service payment technology and processing provider for credit unions. REPAY’s payment technology is intended to help credit unions increase member satisfaction and enhance their experience by offering a variety of secure payment services, including making loan payments from outside financial institutions while utilizing any credit/debit card. Check out our digital flyer for an… Read more »

Jul 30, 2025

Join Us for Conversations On What’s Next for CBX!

In 2025 our task has been to complete the initial transition of some 20,000 screens from the GOLD user interface to the CBX web browser interface, to set a new foundation for the next 25 years of development. Even as the dust is still settling on the transition from GOLD to CBX, we are turning… Read more »

Jul 30, 2025

Now Available: Increase to Maximum Retention Range for OFAC Records

As of July 22nd, a project was deployed to adjust the maximum retention period for AT Audit Trackers to meet OFAC compliance requirements. Previously, OFAC records in GOLD had a retention range with a minimum of 5 years and a maximum of 7 years. Moving forward, the maximum range will be expanded to 10 years. In… Read more »

Jul 29, 2025

You Logged In, We All Won! (and some of us won gift cards, too)

And the winners are… All of us! Yes, it’s true; working together to refine and challenge our software helps us all. We had nearly 4000 concurrent sessions during the log in bandwidth challenge last week, and we held steady at only 10% capacity on one of three units. However, we need even more logins to… Read more »

Jul 29, 2025

Arriving 8/5: Automated Process for Beginning of Day LACHXC Reports

On Tuesday, August 5th, we will be deploying a project which will see the Beginning of Day LACHXC reports (Non NSF and NSF ACH Exceptions) automatically generated and placed in the DAILYXX outqueue. These reports will then be routed to CU*Spy and archive. Previously, these reports would need to be manually printed by a credit union employee… Read more »

Jul 29, 2025

CU*Answers

Two for Tuesday

Get the Most Out of CU*Forms

Take a Look at the CU*Answers University Courses for August!

Lender*VP Invites You to Learn About REPAY Payment Solutions

Join Us for a Live Demo of Retailer Direct

In Case You Missed It…

Take Advantage of the NEW 1Click Autopilot Program!

Conversations On…

Check Out the New Resources Featured in this Edition of Documentation Digest!

BizLink 247 – Designed for the Unique Needs of Business Members

How Do I Add or Remove CU*BASE Security Officers?

AuditLink Invites You to Join a Conversation on Fraud!

In Case You Missed It – Late July 2025

Lender*VP Invites You to Learn About REPAY Payment Solutions

Join Us for Conversations On What’s Next for CBX!

Now Available: Increase to Maximum Retention Range for OFAC Records

You Logged In, We All Won! (and some of us won gift cards, too)

Arriving 8/5: Automated Process for Beginning of Day LACHXC Reports

1Click Autopilot

In Case You Missed It…

Conversations On…

GOLD Updates

Popular Posts

Contact Us!

Two for Tuesday

Get the Most Out of CU*Forms

Take a Look at the CU*Answers University Courses for August!

Lender*VP Invites You to Learn About REPAY Payment Solutions

Join Us for a Live Demo of Retailer Direct

GOLD Updates

Popular Posts

Contact Us!

Popular Client News