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Check Out the NEW Topics Featured in this Edition of AnswerBook Digest!
AnswerBook is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. In this edition of AnswerBook Digest, we’re placing a spotlight on the following: I am interested in using the 1Click Offers feature that allows me to make loan offers to members in online banking. I also hear that… Read more »
Need to Update Your Contacts for CU Publisher or Mobile App Notifications?
Has your credit union recently reviewed your current users in CU Publisher to ensure this information is up-to-date? If you need to add new users or remove old users from CU Publisher, click the button below to visit our online store and fill out a request. If you have any additional questions or concerns, contact… Read more »
Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days
Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days Starting Wednesday, March 29th, any/all custom online forms in Request Center will be automatically deleted 30 days after they are marked “Completed”. This automatic deletion of completed forms will become the retention policy moving forward. If your credit union wishes… Read more »
Need to Clean Up Your AnswerBook Contacts?
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »
Two for Tuesday with CEO Geoff Johnson – 3/14/2023
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.
Join Us for a FREE Education Express Webinar!
Thursday, March 23 2:00 PM – 2:30 PM ET This Month’s Focus Things to Consider when Changing Loan Rates Is your credit union looking to change loan rates? During this month’s Education Express session, Ashley Melder and Nick Olchowski will detail important things to keep in mind when changing rates, such as reviewing the risk-based… Read more »
Video of the Week: Working a Follow-Up
Working a Follow-Up Need a quick way to show your staff how they can work a follow-up in CU*BASE? Refer them to this video, which has been viewed 1,463 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Do You Have Staff Who Would Like to Receive Client News and Alert Emails? We Can Help!
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 »
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 »
Statement Changes Coming Soon
ATTENTION STATEMENT PROCESSING CONTACT Your statement vendor was recently notified of statement changes coming soon. This announcement, which detailed changes that will impact regular and credit card member statements, was delivered on March 7th. A sample of this notification was attached to an email that was sent to your credit union, in the event that… Read more »
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! To learn more, click the button below. Learn More
Education Around the Corner
As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner. We have several Education Around the Corner sessions planned for the 2024 calendar year – click the button below to sign up for one of our next upcoming event dates! Register Now
Learn All about Native Receipts
This July we will be hosting a webinar on Native Receipts – we will provide a demonstration of the product, discuss why we made Native Receipts, and detail how your credit union can sign up to use Native Receipts! Each webinar will conclude with a Q&A session.
If you’d like to learn more about Native Receipts, we invite you to join us for the upcoming webinar! Click the button below to register. Register Here
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