Client News provides the information you need to stay current with what’s happening.
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Get Ready for the 2025 Cooperative Campaigns!
We have redesigned the cooperative campaigns for 2025, and you can get yours now! You can get the bundle of all 12 months or pick and choose which individual campaigns you would like – the choice is up to you. Click the link below to view our 2025 lineup! Note: if you purchase the full-year… Read more »
The 2025 CU*Answers Quarterly Contests Are Available NOW!
Get the bundle or participate in individual contests – the choice is up to you! See below for the contest schedule. Quarter 1 – eStatement Contest January 1 – February 28 Quarter 2 – Debit Card Contest April 1 – May 31 Quarter 3 – RDC Contest July 1 – August 31 Quarter 4 –… Read more »
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 »
Two for Tuesday with CEO Geoff Johnson – 12/10/2024
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.
Create and Maintain Your Own MOP Sites with MOP Manager
Have you heard about MOP Manager? This self-service option grants your credit union the ability to create your own credit union MOP sites, as well as the option to update any existing MOP sites that you may already be operating. MOP Manager also gives you the ability to make edits to homepage promotions, eligibility page,… Read more »
CU*BASE Call Report Training, Presented by Earnings Edge
Join the Earnings Edge Accounting Services team for a review of the CU*BASE Call Report Toolkit! We’ll walk through the steps of creating a Call Report on CU*BASE, detailing the configuration of account codes, manually entering data, and creating/sending the file to the NCUA. We will offer tips for those who already use this tool… Read more »
Join Us for a FREE Education Express Webinar!
Wednesday, December 11th 2:00 PM – 2:30 PM ET This Month’s Focus Abnormal Activity Patterns During this month’s Education Express session, AJ Schalk will lead a discussion on Abnormal Activity Patterns, including ways that your credit union can identify and monitor high-risk activity. This event will provide an overview of the services that AuditLink offers,… Read more »
Don’t Forget to Make Your 2025 MACO Decisions!
As we move into the 2025 calendar year with MACO, we are asking our credit unions to select their order options. Please note that the 2025 prepay cost for MACO is now $2.00/user. Your credit union can select if you would rather: Prepay for a set number of licenses for the 2025 calendar year True-up at the… Read more »
Take Advantage of the 1Click Autopilot Program!
1Click Loan Offers are already easy for your members to take advantage of, so why not make them easy for your staff too? 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… Read more »
Facing Fraud Concerns this Holiday Season? Tips & Recommendations from CU*Answers
As the holiday season approaches, remember that fraudsters don’t take a break, and may attempt to take advantage of increased member activity. Don’t let your financial institution or your members fall victim to fraud attempts! We have many video resources available for review, which can help you to mitigate these risks. Some items we recommend you take into consideration:… Read more »
Get an Inside Look at the CU*Answers Software Development Factory
Join Dawn Moore, EVP Client Experience, for a behind-the-scenes look at our design and development process! This session will explore how the Software Development Life Cycle (SDLC) affects what projects we work on, how we approach the planning, and all the steps involved from design to implementation. To learn more, click the button below. Learn More
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
Learn About the New Credit Card Loan Application
In December, a new credit card loan application for It’s Me 247 desktop and mobile banking was made available for all credit unions that support online credit cards. If you’d like a closer look at the functionality of this new credit card application, we invite you to join Lender*VP and IRSC for one of our upcoming webinars. Click the button below to check out our upcoming sessions! Learn More
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