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, which has been viewed 4,908 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th 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 Q422 Call Report any time after January 1, but be sure… Read more »
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, which has been viewed 5,738 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each. Follow the link below to review the Release Resource Companion for CU*BASE 22.10 and CU*BASE 22.12 – inside you will find key items related to the 22.10 and 22.12 Releases including: NEW… Read more »
Selecting a File When Using Report Builder Need a quick way to show your staff how they can select a file using the CU*BASE Report Builder Tool? Refer them to this video, which has been viewed 964 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Printing a Report Created Using Report Builder Need a quick way to show your staff how they can save and print a report created using the CU*BASE Report Builder Tool? Refer them to this video, which has been viewed 1,111 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the November 2022 edition of the Owner’s View Monthly Recap! November 2022 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 »
Sorting Report Data Using Report Builder Need a quick way to show your staff how they can sort report data using the CU*BASE Report Builder Tool? Refer them to this video, which has been viewed 575 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Important Changes to Deadlines for Ascensus As of December 2nd, Ascensus has updated their deadlines for the year-end tasks detailed below. These new deadlines for are also reflected in the Year-End Processing Guides. The Ascensus deadlines for submitting 1099-R and 1099-SA files, as well as Fair Market Value (FMV) are now scheduled for Tuesday,… Read more »
ATTENTION ONLINE CREDIT UNIONS As a reminder, the 22.12 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on December 4th. We will be posting any/all issues related to the 22.12 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will… Read more »
Take a look back at some important topics from the first half of December 2024! View Topics
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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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
