• Support
  • Contact
  • Shop
CU*Answers
Menu
  • Products
    • Core Software
      • CBX: Your Core Software
      • Custom Training Edition (CTE)
      • For CUSOs, CDFIs & Retail
        • Servicer Edition
    • Member Self-Service
      • It’s Me 247 Online Banking
      • It’s Me 247 Text Banking
      • It’s Me 247 Mobile App
      • It’s Me 247 Bill Pay
      • CU*Talk
      • Membership Opening
    • Imaging Solutions
      • In-House Imaging Strategy
      • Online Imaging Strategy
    • Cooperative Initiatives
      • We are a Cooperative, Just like You
      • Analytics Booth
      • Board Sites
      • PolicySwap
      • CUATV
    • Shop – Order online at the CU*Answers Store
    • IRSC – Internet Retailer Support Center
    • In the Kitchen – We’re always cooking up new ideas here in the CU*Answers Kitchen
    • We Have What CUs Need – Solutions to help a credit union be a credit union
    • Close
  • Solutions
    • Accounting – Accounting and Financial Resources
    • AdvantageCIO – Strategic Technology Consulting
    • Asterisk Intelligence – Data Analytics and Data Warehousing
    • AuditLink – Audit and Compliance
    • BizLink – Integrated Business Solutions
    • Business Continuity – Disaster Recovery and Incident Response
    • Cards & Payments – One stop for Bill Pay and ATM/Debit/Credit/Instant Issue Cards
    • CMS – CU*Answers Management Services
    • Client Services & Education – CBX Support and Training
    • Compliance & Risk – Bridge between law and operations
    • Conversions – Smooth transitions to CBX
    • Custom Services – A Strategy for Building Custom Software with CU*Answers
    • Earnings Edge – Tools to Improve Your Operations
    • Hospitality – Use our Facilities for Your Next Meeting
    • Human Resources – Success Through People
    • Imaging Solutions – Document Imaging Strategies
    • Internet Retailer
      Support Center       – Online Retailing 2.0
    • Just Turn It On – Let Us Show You How
    • Lender*VP – Lending Experience, Management and Tools
    • Marketing – Market to your members
    • Network Services – Your IT Services and Support
    • Programming – Building the Core Foundation for Our Future
    • Sales – Your Partner in Business
    • Solutions Contact Center – High quality member support and interaction
    • Web Services – Online Marketing and Web Presence
    • Close
  • Resources
    • Client News – Up to Date News and Information
      • In the Kitchen
      • System Availability
      • Owner’s View
    • CU*Answers University – Offering classroom & webinar sessions
      • 2026 Education Catalog
      • Training Resources
      • Bedrock Community Credit Union
      • Custom Training Edition (CTE)
      • Register for Upcoming Events
      • Training Evaluation Form
    • References & Help – Direct access to information you need
      • AnswerBook
      • Online/Mobile Banking Reference Materials
      • It’s Me 247 User Help
      • CBX Reference Materials
      • CBX Help
      • Show Me The Steps Online Help
      • Owner’s View
    • Documentation – Prepare for the latest release
      • Release Summaries
      • Release Planning
      • Pricing Guides
      • My Favorite Dashboards & Reports
      • Release of Credit Union Member Information
    • Get Involved – Get involved with your cooperative
      • Jump In the Beta Pool
      • Submit An Idea
      • CU*Answers Mentorship Program
    • Videos – Training videos and video customization
      • It’s Me 247 How-To Video Series
      • OnDemand
      • Video Customization
    • Conversations on… – Interact with your peers
    • Owner’s View – Track Project Status
    • Close
  • Events
    • Leadership Conference
      • 2026 – Prepping the Laboratory
      • 2025 – Setting the Waypoint
      • 2024 – Blazing the Trail
      • 2023 – Setting a Base Camp for our Future
      • 2022 – Our Next Adventure
    • CEO Strategies
      • CEO Strategies Week 2026
      • CEO Strategies Week 2025
      • CEO Strategies Week 2024
      • CEO Strategies Week 2023
      • CEO Strategies Week 2022
    • Boot Camps
      • Network Services Boot Camp (2026)
      • CUSO Technology User Group (2027)
    • Conversations on… – Join a Conversations on… Group
      • Conversations on Pricing
      • Conversations on Education
      • Conversations on Fraud
      • Find My Conversations On… Group
    • We Have What CUs Need – We have what a credit union needs to be a credit union.
    • CU*Answers Scholarship – CU*Answers is committed to “walk the talk.”
    • CU*Answers Awards – Achievements in our CUSO
    • CU*Answers University – Both classroom and webinar offerings to continue your education
    • Close
  • Shop
  • About
    • On The Inside
      • Board of Directors
      • Leadership
      • Report To Owners
      • Applications for Associate Board Members
    • Learn About CU*Answers
      • We are a Cooperative, Just like You
      • Join Our Team
      • History
      • In the News
    • A Guided Tour of CU*Answers
      • History
      • CUSO Model
      • CBX Software
      • Member Focus
      • Self Service Product Line
      • Education and Support
      • Marketing
      • Valued Partners
      • Leadership
      • More Information
    • Other
      • Tradeshow Schedule
      • Network of Credit Unions
      • Partners
      • A Vendor’s Guide to CU*Answers
      • Non-Disclosure Policy & Agreements
      • Responsible Use of Artificial Intelligence (AI) at CU*Answers
      • Due Diligence Materials
      • Contact
    • We’re Hiring! – Checkout these exciting careers at CU*Answers!
    • Report To Owners – Biennial financial report and a recommitment to the principles that drive our CUSO
    • We’re a Cooperative – CU*Answers is a CUSO and a Cooperative, and we’ve been living the cooperative spirit for years.
    • Due Diligence Materials – “one stop shop” is to simplify your vendor due diligence needs
    • Close
Servicer Edition 

Servicer Edition

Reach new heights in your ability to serve

Full-Stack
Account-Servicing
for Any Organization

Previous Next

Servicer Edition

Updated
March 9, 2022

 

In This Section

  • Servicer Edition
Take Advantage of the NEW 1Click Autopilot Program!

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

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

Dive into Administrator Features Available in TLC!

Dive into Administrator Features Available in TLC!

If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Use the button below to register now! Register Now

Shop Now at the CU*Answers Online Store.

CBX Updates

The next CBX updates are currently scheduled for:

Online/Partner CUs
26.10  Oct. 11, 2026 (Sunday)
Self Processing CUs
26.10  

More about releases

Popular Posts

  • CBX Reference
  • Client News
  • 2026 – Prepping the Laboratory
  • Join Our Team
  • It’s Me 247 Online Banking
  • Network Services
  • Owner’s View
  • Register for Upcoming Events
  • Due Diligence Materials
  • In the Kitchen

NACUSO Collaboration

Contact Us!

Contact Us!
We're Hiring!

Popular Client News

  • Conversation on instant payments
    Join Us for a Conversation On Instant Payments
  • CBX 26.05 Release Updates
  • Take a Look at the CU*Answers University Courses for June!
  • The 26.05 Imaging Solutions Release is Coming May 17th
  • Take a Look at the CU*Answers University Courses for May!
  • Pay Attention to Communications from SWIVEL!
  • Don’t Forget: CBX Release 26.05 is Arriving Soon!
  • Learn All About Updates Coming Soon to Interest-Only Loans!
  • CU*BASE 25.05 Release Updates
Two for Tuesday

Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

Join Us for the 2026 CU*Answers Leadership Conference!

Join Us for the 2026 CU*Answers Leadership Conference!

Register for the 2026 CU*Answers Leadership Conference! Join us for a discussion on the CUSO’s performance over the past year, as well as where we are looking to take ourselves next. We look forward to seeing you at this unique event – connect with your peers for an energizing and inspiring week focused on our shared partnership! Register Now

Take a Look at the CU*Answers University Courses for June

Take a Look at the CU*Answers University Courses for June

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in June! View All Courses

We're Hiring!
Contact Us
http://www.cuanswers.com/
Copyright © 2002 - 2026 CU*Answers • Privacy Notice
CU*BASE® is a registered trademark of CU*Answers.
CBX® is a registered trademark of CU*Answers.

Related Sites:
DISCLAIMER:

This website and included materials are intended, but not promised or guaranteed to be current, complete, or up-to-date and should in no way be taken as an indication of future results. All information is provided "as is", with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information, and without warranty of any kind, express or implied, including, but not limited to warranties of performance, merchantability and fitness for a particular purpose. In no event will CU*Answers, its related partnerships or corporations, or the partners, agents or employees thereof be liable to you or anyone else for any decision made or action taken in reliance on the information provided or for any consequential, special or similar damages, even if advised of the possibility of such damages.

Any views and opinions expressed on this web site are those of the authors and do not necessarily reflect the official policy or position of CU*Answers or any of its affiliates.

Through this website you are able to link to other websites which are not under our control. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them.

 
↑ Back to Top ↑