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Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

Meet Your New Estate Planning Program Powered by Legal Karma

CU*Answers invites you to meet to our network partner, Legal Karma. Legal Karma brings estate planning packages to your members with unlimited white-glove support, conveniently integrated through platforms they already utilize. Join CU*Answers and our friends from Legal Karma to learn about the estate services that Legal Karma can offer to your credit union and the convenience provided to your members. Use the button below to register now. Register Now

Standard Teller Techniques

During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. To learn more and begin your registration, please use the button below. Register Today

Get Ready for the Next Collections Roundtable

Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CBX processes. This quarter’s event will be hosted virtually. Use the button below to sign up for one of the sessions (or both!). Register Now

2026 Education Spotlight

Join us for the next 2026 Education Spotlight on General Ledger Tools. Are you ready for the next level of understanding general ledger tools? Do you know how to use all the reports generated daily? Need some tips on finding and solving balancing changes? Click the button below to register for our upcoming session. Learn More

Join Us for CEO Strategies 2026

Have you signed up for CEO Strategies 2026? This year’s event will be hosted in Las Vegas, NV on Tuesday, November 3rd and Wednesday, November 4th. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming year. Use the button below to register now. Register Now

Join Us for a Free Custom Training Edition Demo!

CTE is an alternative to the shared simulated training environment (Bedrock Community CU), currently used by all CU*Answers online clients. CTE gives your team a safe place to practice CBX tools, learn new skills and more, without potential harm to your live member data. Join our upcoming webinar to learn more – we’re saving you a seat! Use the button below to register now. Register Now

Take a Look at the CU*Answers University Courses for September!

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in August! Use the button below to check them out now. Learn More

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In Case You Missed It…

Take a look back at some important topics from the last half of August 2026! View Topics

You’re Invited to an In-Person Lunch & Learn Event!

Join Lender*VP and our partners at EDGE for a Lunch & Learn event hosted at TechTown in Detroit, MI! This in-person event will explore practical ways that your credit union can put data to work. Use the button below to learn more and register today. Register Today

2026 Education Spotlight – It’s Me 247 Online Banking

Member self-service financial products continue to dominate the development of technology, based on the convenience, the relevance to the lifestyle of today’s member, and the efficiencies gained by the credit union. By the completion of this course, participants will be able to explain online banking from the member’s perspective, list online banking configuration options, and much more. Use the button below to register now! Register Now

Lender*VP and Xtend are Here to Help with Mortgage Servicing & Escrow Processing

Did you know that Lender*VP offers mortgage servicing and escrow processing services in collaboration with the Xtend Mortgage Servicing team? Let us put our team of experts to work for you! We make it easy for you by providing the following services: Escrow Processing Pay escrow bills Run annual escrow analysis Reporting on bills becoming… Read more »

Oct 24, 2025

CEO Strategies Returns to Grand Rapids, MI – November 4th & 5th!

There’s still time to register for CEO Strategies 2025! This year’s event will take place Tuesday, November 4th and Wednesday, November 5th at the Sheraton Airport Hotel in Grand Rapids, Michigan. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming… Read more »

Oct 24, 2025

Reminder: Action Required for FIS SSO Migration – December 19th Deadline

Attention all FIS clients who use SSO (single sign-on) for eZCard/MyCardStatement FIS is requiring that all clients currently using SSOv3 (Single Sign-on Version 3) for eZCard/MyCardStatement perform a migration to SSOv4 (Single Sign-on Version 4). This will require development work by CU*Answers (FIS will not be covering the cost of this project). As such, credit… Read more »

Oct 23, 2025

Pull Up a Seat for a Learning Café Session

Monitoring daily activities inside of your credit union is essential. Successful monitoring programs take into consideration the process, design, and continous improvement to ensure the most effective control solution. However, today’s operational challenges can restrict credit unions from creating a monitoring program that is separated from the people who are actually doing the work. By… Read more »

Oct 23, 2025

Reminder: Mortgage Servicing Price Increase Beginning January 1st, 2026

Thank you for being a client of the CU*Answers/Xtend Mortgage Servicing Team! After careful consideration of our services and resource requirements, as well as a review of the market, we have decided that we need to make a slight adjustment to the cost of our services. Starting January 1st, 2026, we will be increasing our mortgage… Read more »

Oct 23, 2025

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… Read more »

Oct 23, 2025

Check Out the 25.10 Release Resource Companion

The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each. Follow the link below to review the Release Resource Companion for CU*BASE 25.10 – inside you will find key items related to the 25.10 release including: Nine new AnswerBook topics on multi-factor authentication (MFA),… Read more »

Oct 22, 2025

CEO Strategies Returns to Grand Rapids, MI – November 4th & 5th!

Oct 22, 2025

Updated Apple Developer Agreement for iOS Apps

If your credit union has not already done so, we need you to accept your latest Apple developer agreement. To complete this, please log in to your Apple developer account and work through the steps outlined within. This agreement must be accepted in order to update your mobile app on iOS. Below is a sample screenshot, which may appear… Read more »

Oct 22, 2025

Sunsetting the Pay Anyone Microapp

***The following announcement applies to credit unions who received the associated email*** If your credit union received the associated email, our records show that you are currently using the Pay Anyone microapp with your members. We have made the business decision to sunset this standalone app effective May 1, 2026. The primary reason for this decision is the… Read more »

Oct 21, 2025