• 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
      • BillPay, P2P and A2A offerings
      • 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
    • IT Compliance Consulting – 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
You’re Invited to an In-Person Lunch & Learn Event!

You’re Invited to an In-Person Lunch & Learn Event!

Join Lender*VP and our partners at EDGE for a Lunch & Learn event hosted at TechTown in Detroit, MI! This in-person event will explore practical ways that your credit union can put data to work. Use the button below to learn more and register today. Register Today

2026 Education Spotlight – It’s Me 247 Online Banking

2026 Education Spotlight – It’s Me 247 Online Banking

Member self-service financial products continue to dominate the development of technology, based on the convenience, the relevance to the lifestyle of today’s member, and the efficiencies gained by the credit union. By the completion of this course, participants will be able to explain online banking from the member’s perspective, list online banking configuration options, and much more. Use the button below to register now! Register Now

In Case You Missed It…

In Case You Missed It…

Take a look back at some important topics from the last half of August 2026! View Topics

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
  • Owner’s View
  • In the Kitchen
  • Contact Form
  • Network Services
  • Register for Upcoming Events
  • It’s Me 247 Online Banking
  • Join Our Team
  • Keeping the Connection

NACUSO Collaboration

Contact Us!

Contact Us!
We're Hiring!

Popular Client News

  • Mobile 9.0 Coming Soon: Authentication Updates and MACO Re-enrollment
  • Join Us for a FREE Education Express Webinar!
  • Important: MACO Re-enrollment Schedule Changes
  • New Compliance Deadline and Details for The Clearing House RTP Operating Rule
  • Join Network Services for our October Boot Camp!
  • An Important Update on the SWIVEL Project
  • Take a Look at the CU*Answers University Courses for August!
  • ProDOC Sunsetting in October – Resources for Transitioning to CU*Forms
  • CUaxis Credit Unions: Join Us for Our August Education Series!
Standard Teller Techniques

Standard Teller Techniques

During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. To learn more and begin your registration, please use the button below. Register Today

2026 Education Spotlight

2026 Education Spotlight

Join us for the next 2026 Education Spotlight on General Ledger Tools. Are you ready for the next level of understanding general ledger tools? Do you know how to use all the reports generated daily? Need some tips on finding and solving balancing changes? Click the button below to register for our upcoming session. Learn More

Join Us for a Free Custom Training Edition Demo!

Join Us for a Free Custom Training Edition Demo!

CTE is an alternative to the shared simulated training environment (Bedrock Community CU), currently used by all CU*Answers online clients. CTE gives your team a safe place to practice CBX tools, learn new skills and more, without potential harm to your live member data. Join our upcoming webinar to learn more – we’re saving you a seat! Use the button below to register now. Register Now

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 ↑