Processing a Loan Request for a Non-Member Need a quick way to show your staff how they use CU*BASE to process a loan request for a non-member? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Important Changes Arriving with CU*BASE 23.12: Configuration of CU FROM Email Addresses
The 23.12 CU*BASE release is arriving this weekend for Online and Site-Four credit unions – coming with it is a change to how CU FROM email addresses are configured in CU*BASE. Prior to the 23.12 Release, credit unions could update their FROM: email addresses via Tool #233; that tool will be deactivated when you receive… Read more »
CU*BASE 23.12 Release Updates
ATTENTION ONLINE CREDIT UNIONS As a reminder, the 23.12 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on December 10th. We will be posting any/all issues related to the 23.12 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post, which can be accessed… 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 »
Online Banking Rollover Event Tomorrow – Updates to be Posted on the CU*BASE Alerts Page
Don’t forget: tomorrow we will be performing a Rollover for It’s Me 247 online/mobile banking (OLB) environments, as well as BizLink 247 online banking for business. The Rollover event is scheduled to begin at 5:00 AM ET (2:00 AM PT) on Wednesday, December 6th, with the rollback scheduled for 6:00 AM ET (3:00 AM PT). … Read more »
November Owner’s View Monthly Recap
Check out recent programming changes in the November 2023 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
CU*BASE Release 23.12 is Arriving Soon!
CU*BASE Release 23.12 Online and Site Four Release Date is December 10 Self-Processor Release Date is December 17 Documents 23.12 Release Summary 23.12 New and Updated Tool Summary Reminders GOLD Version Check Following the release, if someone logs into a workstation that is not at the proper version of GOLD or the JWalk Client, the… Read more »
Video of the Week: Loan File Action Codes
Loan File Action Codes Need a quick way to show your staff how they can access loan file action codes in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Mark Your Calendar for the Next Online Banking Rollover
On Wednesday, December 6th, from 5:00 AM to 6:00 AM ET (2:00 AM to 3:00 AM PT), we will be performing a Rollover for It’s Me 247 online/mobile banking (OLB) environments, as well as BizLink 247 online banking for business. During this one-hour period, online and mobile banking will run live on servers at our… Read more »
Winter is Coming… and So are the Latest IBM iAccess Upgrades!
Don’t forget: it’s time to upgrade IBM iAccess (used for print sessions) to 1.1.9.2! This update is required for all CU*Answers clients, in order to keep workstations up to date with currently-supported software. The updates will need to be applied to all of your CU*BASE workstations and must be completed by 1/31/2024. Your IT staff… Read more »
1Click Autopilot
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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In Case You Missed It…
Take a look back at some important topics from the first half of January 2025! View Topics
Conversations On…
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
GOLD Updates
The next GOLD updates are currently scheduled for:
- Online/Partner CUs
- 25.05 May. 18, 2025 (Sunday)
- Self Processing CUs
- 25.05