Tips & Tricks for CU*BASE – Part 1: Copying Information Need a quick way to show your staff how they can copy information 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!
[The Pulse] HA Rollover Results Now Available
HA Rollover Results Now Available HA Rollover: September 17 – 20 Now available for your review is a summary of the recent CU*Answers HA (high availability) rollover event performed September 17th to 20th for the CU*BASE core processing environment. In this report, you will find details about the exercise, including challenges observed, lessons learned, and… Read more »
Video of the Week: CU*BASE GOLD First-Time Login – Part 3: Print Sessions
CU*BASE GOLD First-Time Login – Part 3: Print Sessions Need a quick way to show new employees how they can log in to print sessions in CU*BASE to print receipts and other documents? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
CU*BASE 23.10 Release Updates
ATTENTION ONLINE CREDIT UNIONS As a reminder, the 23.10 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on October 8th. We will be posting any/all issues related to the 23.10 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 »
September Owner’s View Monthly Recap
Check out recent programming changes in the September 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 #1: Getting Started!
Welcome to 2023 Year-End Processing Bulletin #1: Year-End Kickoff 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 October 3rd, 2023 Right now, our… Read more »
Don’t Forget: CU*BASE Release 23.10 is Arriving Soon! Check out the Release Training Resources
CU*BASE Release 23.10 Online and Site Four Release Date is October 8 Self-Processor Release Date is October 15 Documents 23.10 Release Summary 23.10 New and Updated Tool Summary 23.10 Database Changes Summary Release Training Resources If you missed our recent training sessions for the 23.10 Release, a recording is now available – click here to… Read more »
It’s Time for IBM iAccess Upgrades! Complete Yours by 1/31/2024
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 »
Video of the Week: CU*BASE GOLD First-Time Login – Part 2: ProDOC
CU*BASE GOLD First-Time Login – Part 2: ProDOC Need a quick way to show new employees how they can set up ProDOC to automatically launch when logging into 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!
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
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!
Learn More
Take Advantage of the NEW 1Click Autopilot Program!
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
GOLD Updates
The next GOLD updates are currently scheduled for:
- Online/Partner CUs
- 24.12 Dec. 8, 2024 (Sunday)
- Self Processing CUs
- 24.12