To learn about the features of 5300 Call Report Tools, join Karen Sorensen, 5300 Call Report Project Coordinator, for an upcoming webinar. During this session, Karen will provide an in-depth look at how to use the 5300 Call Report Tools in CU*BASE. This class is designed for credit union staff responsible for gathering data and… Read more »
Skip-a-Pay gives credit union members the opportunity to catch up on bills, save extra shopping funds, plan a vacation or support other financial needs. During this month’s Learning Café session, Ashley Melder and Beth Barron will discuss how to build and configure a Skip-a-Pay program, allowing you to offer this option to your own members. … Read more »
AnswerBook is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. In this edition of AnswerBook Digest, we’re placing a spotlight on the following topics: How do I manage variable loan rate changes in CU*BASE? Check out this NEW topic! (AB 5303) How do I update my loan products and the… Read more »
A reminder for clients who use Experian for credit pulls: Experian passwords expire every 90 days. Experian will send your financial institution a reminder when your password is set to expire. Please remember to update your password accordingly every 90 days and to update us each time that this process has been completed. This will… Read more »
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group will discuss topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the… Read more »
An ACH Audit of Compliance for Xtend, Inc. was performed November 21–22, 2022. This ACH annual audit was completed in compliance with ACH Operating Rules by The Clearing House Payments Authority, a Nacha Direct Member. A copy of the ACH audit report is available here for your convenience. If you have any questions, or if… Read more »
Take a look back at some important topics from the second half of February 2023: MOP Manager, Available March 1st! Create and Maintain Your Own MOP Sites Learn All About the Affordable Financing Options Offered by Auto Financial Group! Have You Taken Advantage of these Features in Mobile Manager? Need to Update CU*BASE User IDs?… Read more »
MOP 2.0 includes the following updates for your credit union: New updated look/feel of your credit union MOP site, including a new background header image that your credit union can include while a member is applying. State filtering – your credit union can now limit what states members are opening their memberships through MOP. eSign… Read more »
Updating Share Draft Exceptions Need a quick way to show your staff how they can update a share draft exception in CU*BASE? Refer them to this video, which has been viewed 1,050 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Attention credit unions currently using MACO (Multiple Authentication Convenience Options) for mobile app: As of 2023, the End-User License Agreement and Privacy Policy for MACO has been updated. A copy of the 2023 MACO EULA and Privacy Policy is available here. This most recent copy of the document will replace any/all existing copies prior to… Read more »
Don’t ignore the importance and value of electronic documents! Are you performing your Imaging Due Diligence? We strongly recommend that you review the PDF for Performing Due Diligence on Your Images and make sure that your credit union is minimizing its risks. Click the button below to view the PDF! Learn More
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
Designed especially for credit union education coordinators and trainers, the Conversations on Education series explores topics such as designing education plans, best practices for training new employees and keeping existing employee skills up to date, and how to take advantage of all resources available to better understand products and services. Learn more by clicking the button below! Learn More
