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
Take a look back at some important topics from the first half of November 2024! View Topics
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
Loan Quoter Basics Need a quick way to show your staff how they can use the loan quoter tool to provide members with loan payment estimates? Refer them to this video, which has been viewed 4,643 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Share your ideas and join the discussion at our upcoming Shared Branching Roundtable! This is a chance for you to engage with your peers and discuss any questions or concerns you might have about Xtend Shared Branching. The Xtend Shared Branching Network is unique in that it is fully governed by your peers. This latest… Read more »
Join Jim Vilker, NCCO/CAMS, VP of Professional Services with AuditLink and Marvin Johnson, NCCO/CAMS/CFE, Manager of AuditLink, for a day of compliance and auditing best practices, as well as an opportunity to interact with your peers. This event will be held on Tuesday, March 22nd at the Innovation Center, located at 6725 Via Austi Parkway,… Read more »
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
Do you have new or existing employees who would like to begin receiving communications from CU*Answers? Below is a helpful guide to the emails that CU*Answers regularly sends out. Client News and Alerts – what is the difference? Client News emails are fully-designed emails that include a banner image and body text. Client News emails… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the February 2022 edition of the Owner’s View Monthly Recap! February 2022 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »
We’re excited to offer a 90-day FREE trial of Analytics Booth for new users! With Analytics Booth, your credit union’s vitals are at your fingertips – track hundreds of data points across Balance, Member and Transaction data categories! Customize alerts to be notified of key metrics and glean data from our 12 available dashboards. Free… Read more »
Earn a $3,000 CollabRebate for testing new CU*BASE tools and features coming with the 22.05 release! Learn more about enhancements coming in the May release, eligibility requirements for joining the beta pool, and what you will need to do to receive the CollabRebate reward. To join the Beta Pool, submit your Beta Pool enrollment form… Read more »
As many of you are already aware, we are in the process of shifting all online credit unions to our new Sync1 interface for pulling credit reports from the bureaus. So far over 100 credit unions are pulling reports daily via this interface, and more are moving to it every week. Now we are excited… Read more »
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 »
The Auto Financial Group direct balloon lending integration with CU*BASE is live! AFG provides so many benefits to your credit union and your members alike. Explore this integration to see if it is the right fit for you!
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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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Take a look back at some important topics from the first half of November 2024! View Topics
