Custom Laser Loan Form Requests

Project Management

activeCollab is a Project Management tool chosen by CU*Answers as a method of systematically keeping projects on track. This web-based application will help CU*Answers, our clients, and even third-party partners communicate about projects, who is working on them, and where they are in the process.

This project management is the process of updating, correcting, enhancing or creating new laser loan forms. This process requires the coordination of external vendors with CU*Answers programming. The implementation time required is based on programmer availability, timliness and quality of vendor files and the number of current projects outstanding. Custom programming begins upon CU*Answers' receipt of authorization from your credit union.

Announcements & Status

There are currently 5 projects in programming.
Estimated new project turnaround time is 3-5 weeks.

Learning About Electronic Forms

The following series of brochures was designed help you understand the processing of moving your paper loan and other forms to an electronic forms solution:

Process Timelines

Process Task	Approximate Time
Days to Review & Bid Request	3 Days
Average Time for Programming New Forms Request	7-10 Days
Average Time for Programming Corrections or Modifications	2-3 Days
Average Time for Testing and Implementation	3 Days

Principal Contacts at CU*Answers

Barb Kula, ext 245

Pricing

Laser Printing with CU*BASE

Existing Vendor Relations

CUNA Mutual Group
Minnesota Mutual
Oak Tree Business Systems, Inc.
Bankers Systems, Inc.
Conmar Systems, Inc.
WCUL
Fipco
PEKIN
Madison National Life

Generic Forms on CU*BASE

Standard Loan Application
Short Loan Application
Loan Officer Worksheet
Denial Notice
CUNA Membership Application (you must order from CUNA)
Oak Tree Membership Application (you must order from Oak Tree)
WCUL Forms (you must order from the WCUL)

Getting Started With Laser Forms

Whether you are just starting with laser loan forms altogether, adding new forms, switching vendors or just revising an existing form, you should follow these four steps:

Contact your forms vendor to discuss which forms you will need.
Request that the vendor email the form files to Barb Kula at bkula@cuanswers.com
*Please note the file types we accept: .prn (preferred), .ifd, and .pcl. Also, you will want to notify CU*Answers at the time you order the forms if a certain implementation date will be required.
Review the bid and forms CU*Answers faxes to you
*Please make sure to review these forms carefully before we begin programming
Submit the authorization sheet to CU*Answers and the programming process will begin (usually 8-10 weeks; Spring and Fall are the busiest and longer delays may occur)

CU*Answers will notify you when the forms are ready for you to test.

Current Laser Form Pricing

*All forms are considered "custom" to your credit union (except WCUL forms and the generic loan application.)

New Forms:	Costs usually run $250 per page but may be higher depending on how much programming is involved.
Updated forms:	Costs usually run $250 per form but may be higher if data placement has changed, or additional programming is needed.
Enhancements:	Costs usually run $100 - $500 per form, depending on the enhancement you request.