Client News provides the information you need to stay current with what’s happening.
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Important Reminders for HELOC Contract Variable Rate Changes in July
As a reminder, HELOC Contract Variable Rates will need to be updated prior to Monday, July 1st. Ahead of this rate change, we would like to remind your credit union of a few key items. We have put together a document, linked below, which covers important items related to the rate changes. This include topics… Read more »
Take a Look at the CU*Answers University Courses for July!
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 July! Tuesday, July 9 10:00 AM – 11:00 AM ET MAP/MOP – Applying for Membership Online Register for web conference Thursday, July… Read more »
Important Reminders for HELOC Contract Variable Rate Changes in July
As a reminder, HELOC Contract Variable Rates will need to be updated prior to Monday, July 1st. Ahead of this rate change, we would like to remind your credit union of a few key items. We have put together a document, linked below, which covers important items related to the rate changes. This include topics… Read more »
Join Us for a FREE Education Express Webinar!
Friday, June 21st 3:30 PM – 4:00 PM ET This Month’s Focus AIRES Files The NCUA examination tool AIRES (Automated Integrated Regulatory Examination System) attempts to standardize an approach to data, helping to streamline examination processes. Join Cindy Stevens, Account Executive with the Client Services and Education team, for this month’s Education Express session! Cindy… Read more »
5300 Call Report: 2nd Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 2nd Quarter Update Before you start working on your 2nd 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 Q224 Call Report any time after July 1, but be sure… Read more »
Support Your Monthly Marketing Needs with CU*Answers Cooperative Campaigns!
Monthly Marketing Collateral! CU*Answers Cooperative Campaigns offers monthly marketing materials in a variety of sizes, available at any time! You can bundle and save or pick and choose the designs that fit your needs – our Cooperative Campaigns are designed to be flexible. See something you like, but can’t find it in the size you… Read more »
Learn All about Native Receipts – Join One of Our Upcoming Webinars!
Have you heard about Native Receipts? This lightweight receipt processing application allows tellers to view, sign, print, and archive receipts, replacing all the functionality currently performed by ProDOC for receipts. With Native Receipts, you get: A modernized look and feel Logos are saved with the receipts Option to send receipts to member storage in It’s… 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 »
Tips from Lender*VP: Recommendations for Credit Unions that Utilize 1Click Offers
For all 1Click Offer users in the network, Lender*VP would like to remind you of the following recommendations prior to sending out offers to members: Before you run your batch flood to your membership, it is important to run a test offer. This is done in a similar manner as defining your offer, but instead… Read more »
There’s Still Time to Register for the AB_24.06 Analytics Booth Post-Release Training!
As a reminder, the AB_24.06 Analytics Booth Release was deployed for Analytics Booth subscribers on Sunday, June 16th! This release includes exciting updates such as: New Trends Data Points Brand-New Ratios Feature Enhanced Alerts Capabilities And more! Want to dive into the full list of features included in the AB_24.06 Analytics Booth Release and learn more… Read 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
10th Annual Conversations on Compliance Event
Join us for the 10th annual AuditLink Conversations on Compliance event, hosted at the Sheraton Grand Rapids Airport Hotel in Grand Rapids, MI! This year’s event will take place on Wednesday, May 14th, from 9:00 AM to 3:30 PM ET. For more information and registration, please click the button below. 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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