Recommendations from Lender*VP – Document Retention for Denied Applications

Recommendations from Lender*VP – Document Retention for Denied Applications

What is your credit union’s current retention plan for documents relating to denied applications?  Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months.  Relevant… Read more »

Sep 9, 2024

Reminder: The Next HA Rollover is Coming September 15th – We Need You to Perform a Connectivity Test!

Reminder: The Next HA Rollover is Coming September 15th – We Need You to Perform a Connectivity Test!

Twice each year, CU*Answers tests our ability to redirect CU*BASE core-processing from our production center to our high-availability (HA) data center. The next HA rollover is scheduled for Sunday, September 15th. The rollover will enable support teams to perform planned network maintenance at the primary production center without disrupting core processing. The rollover will begin at 3:00… Read more »

Sep 9, 2024

Join Us for a Conversation On Mergers and CU Partnerships!

Join Us for a Conversation On Mergers and CU Partnerships!

Join us for a conversation on Mergers and CU Partnerships!  Designed for clients who are considering mergers or strategic partnerships/alignments, this event will explore different merger options that are available and how involved parties will need to prepare. Additionally, we’ll share insights from clients who have previously participated in mergers. This Conversations On Mergers/CU Partnerships session will offer a… Read more »

Sep 6, 2024

Education Around the Corner – Keeping You Informed of the Latest Webinars and Events

Education Around the Corner – Keeping You Informed of the Latest Webinars and Events

As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner.  Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »

Sep 5, 2024