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: How do I find an IP address for a member? Check out this NEW topic! (KB 5383) Can I add a beneficiary to a safe deposit box?… Read more »
Check out these 9 videos to learn how your credit union can utilize various features of AnswerBook! Have new employees who are not familiar with AnswerBook? Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate teams here at… Read more »
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: When I review Tool #877 Trial Balance GL Verification, all my G/Ls are in balance, but my Loan Balances are red (out of balance) in… Read more »
Beginning January 1, 2024, we will only provide management services for Fortinet firewalls and will discontinue management of SonicWALL firewalls (this will not impact secure email and secure remote access devices). The message below was sent to client credit unions who have not yet purchased a Fortinet firewall to replace their SonicWALL. If you wish… Read more »
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 »
Check out these 9 videos to learn how your credit union can utilize various features of AnswerBook! Have new employees who are not familiar with AnswerBook? Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate teams here at… Read more »
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: Where do I enter/update the tiered rates balance ranges for certificates? Check here to learn more about this NEW topic! (KB 5348) Where can I find a… Read more »
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: How many end-of-month (EOM) files does CU*BASE retain for online clients to access without assistance from operations? I use this especially with dashboards and reports. Check… Read more »
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: What do I do if my member does not have any email address (at all or known to us). Can I enter a fake email… Read more »
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: Can a Dormancy Fee draw an account negative? Check here to learn more about this NEW topic! (KB 5330) Will our members receive a notice when they… Read more »
The Auto Financial Group direct balloon lending integration with CU*BASE is live! AFG provides so many benefits to your credit union and your members alike. Explore this integration to see if it is the right fit for you!
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Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
