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5300 Call Report: 4th Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q424 Call Report any time after January 1, but be sure… Read more »
BizLink 247 – Designed for the Unique Needs of Business Members
BizLink 247 is designed for the special needs of business members. Alongside its companion PIB MLO, BizLink 247 allows business owners to have separate logins and individual permissions for each employee – these permissions can be granted either through CU*BASE (via a credit union employee) or PIB MLO (by the business owner/administrator). Once your order… Read more »
License Verification Tool is Now Available with MOP 3.0!
Add the new license verification tool into your credit union’s MAP or MOP site! With this service members will be asked to take a selfie, as well as an image of the front and back of their driver’s license that will be submitted for verification – this is a fraud deterrence tool that can be… Read more »
Video Now Available: CU*BASE Call Report Training
Check out our latest video for a review of the CU*BASE Call Report Toolkit! If you missed the recent webinar hosted by Earnings Edge, a recording of this session is now available – this video includes a walkthrough of the steps for creating a Call Report on CU*BASE, the configuration of account codes, how to… Read more »
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! In this special edition of Documentation Digest, we’ll be focusing on CU*Forms, highlighting a booklet that details… Read more »
Two for Tuesday with CEO Geoff Johnson – 12/24/2024
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
Prevent Fraud with Positive Pay for Your Business Members
If your credit union works with business memberships, the Positive Pay toolkit is great resource to help prevent fraudulent activity from posting to business member’s checking account. An online tool accessible through BizLink 247, Positive Pay allows business members to upload checks they have written, or to manually enter the checks they have written. Any… Read more »
Let Your Members Know About Winter Closings with Mobile Alerts, Powered by CU*Publisher
As the months grow colder and the potential for winter storms increases, wouldn’t it be convenient to let your members know that specific branch locations will be closing? Look no further than Mobile Alerts! Powered by CU*Publisher, this tool allows you to configure routine or one-time alerts for different platforms on both Android and iOS…. Read more »
Activate LoanPay Xpress Now in Online Banking/Mobile App!
Activate LoanPay Xpress Now in Online Banking/Mobile App! For credit unions who currently offer LoanPay Xpress through Magic Wrighter, you now have the option to activate this as a module through online banking and your credit union mobile app, allowing members to make payments via credit/debit cards to their qualifying loans. Ready to begin the… Read more »
Join Us for a Conversation on Deposit Operations: Fee Waivers & Relationship Pricing
We invite you to join us for a Conversation on Deposit Operations & Member Service! Our upcoming session will focus on how CU*BASE can be used for relationship pricing, fee waivers, and analyzing data. Engage with your peers to learn how they are utilizing these features and explore the benefits these can provide to your credit… Read more »
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
Get the Most Out of CU*Forms
Imaging Solutions invites you to join our CU*Forms workshop series! Hosted weekly, these one-hour workshops are designed to help your credit union get the most out of programming forms, setting up FormFLOW and membership products, eSign workflows, and more! Click the button below to register today. Learn More
How Do I Request Upload/Download Permissions for CU*BASE?
Need to grant upload/download permissions in CU*BASE to one of your employees? Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form. Learn More
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