Don’t forget: The 22.12 Release of CU*BASE is arriving on December 4th for Online and Site-Four credit unions and December 11th for Self-Processors. If you missed our recent release training webinar, a video recording is now available for review. Take a look at enhancements and updates coming in December, as well as changes coming to the new version… Read more »
Video of the Week: Formatting a Report Using Report Builder
Formatting a Report Using Report Builder Need a quick way to show your staff how they can format data for reports created using the CU*BASE Report Builder Tool? Refer them to this video, which has been viewed 678 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
CU*BASE Release 22.12 is Arriving Soon!
CU*BASE Release 22.12 Online and Site Four Release Date is December 4 Self-Processor Release Date is December 11 Documents 22.12 Release Summary 22.12 Database Changes Summary Reminders GOLD Version Check Following the release, if someone logs into a workstation that is not at the proper version of GOLD or the JWalk Client, the user will… Read more »
Join Us for CU*BASE 22.12 Release Training!
CU*BASE 22.12 is coming soon – join our upcoming release training session! The 22.12 release of CU*BASE will be arriving on December 4th for Online and Site-Four clients, and on December 11th for Self-Processing credit unions. CU*Answers will be hosting a training session for the upcoming release. During this Release Training session, Keegan Daniel and… Read more »
Video of the Week: Selecting Records When Using Report Builder
Selecting Records When Using Report Builder Need a quick way to show your staff how they can specify which data they would like to have included in a report when using the CU*BASE Report Builder Tool? Refer them to this video, which has been viewed 686 times! Play Video Check out our entire collection of video… Read more »
Video of the Week: Selecting Columns When Using Report Builder
Selecting Columns When Using Report Builder Need a quick way to show your staff how to specify the columns they would like to have displayed when using the CU*BASE Report Builder Tool? Refer them to this video, which has been viewed 995 times! Play Video Check out our entire collection of video tutorials in the Show Me… Read more »
2022 Year-End Bulletin: Don’t Delay – Tax Form Handling Instructions Due Next Week!
Don’t Miss the Deadline! Tax Form Handling Instructions are Due November 14th Make sure to complete your Tax Form Handling Instructions (Tool #916) before November 14! And don’t forget to keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »
Did You Update Your Automated Queries After the Release?
Don’t forget: the 22.10 Release of CU*BASE was implemented on October 9th. 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 »
2022 Year-End Bulletin: Don’t Delay – Tax Form Handling Instructions Due Next Week!
Don’t Miss the Deadline! Tax Form Handling Instructions are Due November 14th Make sure to complete your Tax Form Handling Instructions (Tool #916) before November 14! And don’t forget to keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »
Video of the Week: Using the Rate Inquiry Tool to View Loan Rates
Using the Rate Inquiry Tool to View Loan Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest interest rates for loan products? Refer them to this video, which has been viewed 3,265 times! Play Video Check out our entire collection of video tutorials… Read more »
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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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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
- 25.05 May. 18, 2025 (Sunday)
- Self Processing CUs
- 25.05