Learn All About 5300 Call Report Tools in CU*BASE

Learn All About 5300 Call Report Tools in CU*BASE

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 »

Mar 1, 2023

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

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 »

Mar 1, 2023

Conversations On Education: Learn All About Designing an Education Plan and Calendar!

Conversations On Education: Learn All About Designing an Education Plan and Calendar!

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 »

Mar 1, 2023

Now Available: Xtend’s 2022 ACH Audit Report

Now Available: Xtend’s 2022 ACH Audit Report

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 »

Feb 28, 2023

In Case You Missed It – Late February 2023

In Case You Missed It – Late February 2023

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 »

Feb 28, 2023

MOP (Membership Opening Process) 2.0 is Available for Credit Unions to Launch Today!

MOP (Membership Opening Process) 2.0 is Available for Credit Unions to Launch Today!

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 »

Feb 28, 2023

Video of the Week: Updating Share Draft Exceptions

Video of the Week: Updating Share Draft Exceptions

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!

Feb 27, 2023