Loan Quoter Extras Need a quick way to show your staff how they can access helpful features included with the loan quoter tool? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Video of the Week: Loan Quoter Basics
Loan Quoter Basics Need a quick way to show your staff how they can use the loan quoter tool to provide members with loan payment estimates? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Video of the Week: Tips & Tricks for CU*BASE – Part 5: Restoring a Field Entry
Tips & Tricks for CU*BASE – Part 5: Restoring a Field Entry Need a quick way to show your staff how they can use the keyboard to restore a field entry 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!
Don’t Fall Behind – Complete Your IBM iAccess Upgrades Today!
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 can… Read more »
2023 Year-End Bulletin #3: Your First Deadline is Tuesday!
2023 Year-End Processing Bulletin #3: November Deadline Reminder REMINDER: We are no longer mailing paper copies of the year-end processing guide to your credit union! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 10th, 2023 Time is closing in… Read more »
Did You Update Your Automated Queries After the Release?
Don’t forget: the 23.10 Release of CU*BASE was implemented on October 8th. Be sure to review database changes before running queries for this month. Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »
Video of the Week: Tips & Tricks for CU*BASE – Part 4: Selecting Multiple Items
Tips & Tricks for CU*BASE – Part 4: Selecting Multiple Items Need a quick way to show your staff how they can use the keyboard to select multiple items 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!
October Owner’s View Monthly Recap
Check out recent programming changes in the October 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 »
2023 Year-End Bulletin #2: Guides are Available!
Welcome to 2023 Year-End Processing Bulletin #2: Year-End Guides Are Ready REMINDER: We are no longer mailing paper copies of the year-end processing guide to your credit union! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 2nd, 2023 The… Read more »
Don’t Fall Behind – Complete Your IBM iAccess Upgrades Today!
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 can… Read more »
AFG integration
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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In Case You Missed It…
Take a look back at some important topics from the first half of January 2025! View Topics
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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GOLD Updates
The next GOLD updates are currently scheduled for:
- Online/Partner CUs
- 25.05 May. 18, 2025 (Sunday)
- Self Processing CUs
- 25.05