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 share these with your staff!
Knowledge Base Topics
- I am on the collateral screen in the loan application process. Why is the “Get Value” button not bringing back a value for a new auto? Click here to view this NEW topic! (KB 5467)
- I need a dashboard (or report) that lists all open or closed accounts for my credit union. What is the tool access for this dashboard? Learn more about this NEW topic! (KB 5469)
- When online applications come in the system assigns an account number, but they sometimes don’t get approved. Does that account number get reused? View this NEW topic! (KB 5555)
OnDemand Video
Looking for a quick way to show your staff how they can consolidate collections trackers in CU*BASE? Check out this video from our Show Me the Steps series!
