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!
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 »
Configuring Delinquency Notice Parameters Need a quick way to show your staff how they can configure delinquency notice parameters in CU*BASE? Refer them to this video, which has been viewed 805 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
From the credit unions that applied to be part of the beta test for CU*BASE GOLD 23.05 coming in May, the following credit unions were selected: Kellogg Community Credit Union Parkside Credit Union Thank you to everyone who expressed interest in joining – we hope to hear from you for the next beta test!
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the February 2023 edition of the Owner’s View Monthly Recap! February 2023 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… Read more »
Updating Share Draft Exceptions Need a quick way to show your staff how they can update a share draft exception in CU*BASE? Refer them to this video, which has been viewed 1,050 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Earn a $3,000 CollabRebate for testing new CU*BASE tools and features coming with the 23.05 release! Learn more about enhancements coming in the May release, eligibility requirements for joining the beta pool, and what you will need to do to receive the CollabRebate reward. If you’re interested in joining the Beta Pool, there’s still time… Read more »
Updating a Collection Card Need a quick way to show your staff how they can update a collection card with a tracker message? Refer them to this video, which has been viewed 999 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Earn a $3,000 CollabRebate for testing new CU*BASE tools and features coming with the 23.05 release! Learn more about enhancements coming in the May release, eligibility requirements for joining the beta pool, and what you will need to do to receive the CollabRebate reward. Interested in joining the Beta Pool? Use the link below to… Read more »
Assigning a Delinquent Loan Account to a Collector Need a quick way to show your staff how they can assign a delinquent loan account to a collector, or change the collector to whom a delinquent account is assigned? Refer them to this video, which has been viewed 853 times! Play Video Check out our entire… Read more »
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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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
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
