Viewing Members of a Specific Age Need a quick way to show your staff how they can use CU*BASE to view a list of members who fall within a specific age range? Refer them to this video, which has been viewed 811 times! Play Video Check out our entire collection of video tutorials in the Show… 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 »
March Owner’s View Monthly Recap
Check out recent programming changes in the March 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 »
Video of the Week: Viewing Members in a Specific Area
Viewing Members in a Specific Area Need a quick way to show your staff how they can use CU*BASE to view a list of members who reside within a specific location? Refer them to this video, which has been viewed 771 times! Play Video Check out our entire collection of video tutorials in the Show Me… Read more »
5300 Call Report: 1st Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 1st Quarter Update Before you start working on your 1st 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 Q123 Call Report any time after April 1, but be… Read more »
Video of the Week: Adding an Account to a Payroll Group
Adding an Account to the Payroll Group Need a quick way to show your staff how they can add a member account to a payroll group so that the account can receive incoming deposits? Refer them to this video, which has been viewed 508 times! Play Video Check out our entire collection of video tutorials… Read more »
File Updates Arriving this Weekend for All Online and Site-Four Credit Unions
ATTENTION ONLINE AND SITE-FOUR CREDIT UNIONS In an effort to allow more credit unions to participate in our beta tests, we are implementing applicable table changes to all credit unions during our upcoming beta release. Even if your credit union is not participating in this beta period, you will still receive table changes on Sunday,… Read more »
Video of the Week: Viewing Check Processing Statistics
Viewing Check Processing Statistics Need a quick way to show your staff how they can view statistical information about the credit union’s check processing activity? Refer them to this video, which has been viewed 844 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
[The Pulse] Item Processing Services 2023 Disaster Recovery Test: Report Now Available
Item Processing Services 2023 Disaster Recovery Test: Report Now Available For those credit unions who currently use CU*Answers for Electronic Check Processing (ECP), this report is for you. During the week of March 6th, 2023, teams at CU*Answers completed the annual recovery test by restoring the CheckLogic environment and performing daily check processing operations… Read more »
Video of the Week: Working a Follow-Up
Working a Follow-Up Need a quick way to show your staff how they can work a follow-up in CU*BASE? Refer them to this video, which has been viewed 1,463 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
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
In Case You Missed It…
Take a look back at some important topics from the first half of November 2024! 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!
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