Editing a Loan Request
Need a quick way to show your staff how they can edit a loan request in CU*BASE? Refer them to this video!
Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Related News
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 share these… Read more »
Join Us for a Conversation on Deposit Operations: Fee Waivers & Relationship Pricing
We invite you to join us for a Conversation on Deposit Operations & Member Service! Our upcoming session will focus on how CU*BASE can be used for relationship pricing, fee waivers, and analyzing data. Engage with your peers to learn how they are utilizing these features and explore the benefits these can provide to your credit… Read more »
Don’t Forget to Make Your 2025 MACO Decisions!
As we move into the 2025 calendar year with MACO, we are asking our credit unions to select their order options. Please note that the 2025 prepay cost for MACO is now $2.00/user. Your credit union can select if you would rather: Prepay for a set number of licenses for the 2025 calendar year True-up at the… Read more »
Two for Tuesday with CEO Geoff Johnson – 12/03/2024
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
Reminder – Arriving 12/3: New Credit Card Loan Application
Tomorrow, December 3rd, we will be deploying the new credit card loan application for It’s Me 247 desktop and mobile banking! All online and Site-Four credit unions will receive the application on December 3rd, while self-processors will get the application with the 24.12 CU*BASE release. The new credit card loan application features an improved member… Read more »
Learn All About AnswerBook with These 9 Videos!
Check out these 9 videos to learn how your credit union can utilize various features of AnswerBook! Have new employees who are not familiar with AnswerBook? Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate teams here at… Read more »
Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!
You’ve spent weeks reviewing CU*BASE Release documentation and your staff has attended CU*Answers Release Training web conferences. Now it’s time to put all you have learned into action! CU*BASE Strategic Release Management is a service which equips credit union executives and managers with strategic and meaningful approaches for the utilization of technology associated with major… Read more »
CU*Answers and InvestiFi Invite You to Learn About Investment Options for Members via Online Banking
Seamlessly integrated into your digital banking platform, InvestiFi empowers members with the freedom to buy, sell and hold investments. With InvestiFi, your credit union can help members build a financially secure future while keeping their membership and assets within your financial institution. CU*Answers and InvestiFi will be hosting a webinar where we will explore the work… Read more »
Transform Your Online Banking with Layout 2!
Ready to take your online banking to the next level? Introducing It’s Me 247 Desktop: Layout 2 – an exciting upgrade packed with features to enrich your members’ experience. Why settle for the ordinary when you can offer extraordinary? Layout 2 brings your members the best of online banking with cutting-edge widgets designed to enhance functionality and… Read more »
In Case You Missed It – Late November 2024
Take a look back at some important topics from the second half of November 2024: Facing Fraud Concerns this Holiday Season? Tips & Recommendations from CU*Answers It’s Time to Make Your 2025 MACO Decisions! Activate LoanPay Xpress Now in Online Banking/Mobile App! Earnings Edge Presents: Bonus Dividend/Loan Interest Rebate Management Business Check Deposits Made Easy… Read more »
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In Case You Missed It…
Take a look back at some important topics from the last half of November 2024! View Topics
1Click Autopilot
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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Conversations On…
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
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