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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 topics: Explain the multi-layered access controls that are used to secure CU*BASE. Check out this NEW topic! (AB 5298) Is there a way to see what user… Read more »
Reminder: Automated Reports and Queries
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
Update to Cash Back Memos in Xpress Teller as of 2/7/23
As of this morning, February 7th, we have implemented a change to cash back memos in Xpress Teller. Previously, ‘check cashed’ memos would be written in Xpress Teller whenever an outside check or an inhouse check was taken in, even if that check was deposited into an account. Following this change, a ‘check cashed’ memo… Read more »
Two for Tuesday with CEO Geoff Johnson – 2/07/2023
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.
Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!
With Mobile Alerts as a self-service option, you can manage all the important communications for your mobile app users. Content for Mobile Alerts can include marketing promos, new branch locations, holiday hours, annual meeting dates and community events, to name a few. The Mobile Alerts option allows for recurring alerts – you can choose whether… Read more »
Video of the Week: Posting a Payroll
Posting a Payroll Need a quick way to show your staff how they can use CU*BASE to post a payroll? Refer them to this video, which has been viewed 509 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
January Owner’s View Monthly Recap
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the January 2023 edition of the Owner’s View Monthly Recap! January 2023 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »
Join Lender*VP for a Conversation on 1Click Loans!
Lender*VP is excited to announce our first Conversations On Lending event! Join us for a deep dive into 1Click Loans! See what other credit unions are doing, learn what’s working and what isn’t, and check out ideas that are currently in the pipeline. You’ll even have opportunities to ask questions of other credit unions who… Read more »
How Do I Add or Remove CU*BASE Security Officers?
CU*BASE Security Officers have the ability to request new users, delete existing users and request changes to upload/download authorities. Does your credit union need to add a new Security Officer or remove an existing one? Use the button below to visit our online store and submit a request. After a request has been submitted, the… Read more »
Have You Heard About CU Info?
Have You Heard About CU Info? CU Info allows you to dynamically update your credit union’s information across CU*Publisher products like your Membership Opening sites (MAP/MOP), Mobile 6.0 and the upcoming Biz Mobile 1.0 and Micro Apps. What Info Can I Manage? In addition to managing the members of your CU*Publisher team, you can edit… Read more »
Take a Look at the CU*Answers University Courses for March!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in March! Learn 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
Learn All About Mortgage Servicing
Join the Lender*VP Team and the Xtend Mortgage Servicing Team for our upcoming webinar, as we highlight mortgage servicing solutions! We will discuss how our collaborative efforts can help relieve your credit union’s lending staff of ongoing duties related to the servicing of your mortgage portfolio. To register, click the button below! Register Today
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