Processing a Loan Request for a Non-Member Need a quick way to show your staff how they use CU*BASE to process a loan request for a non-member? Refer them to this video, which has been viewed 654 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Don’t forget: the 22.05 Release of CU*BASE was implemented on May 15th. 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 »
Loan File Action Codes Need a quick way to show your staff how they can access loan file action codes in CU*BASE? Refer them to this video, which has been viewed 1,205 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Lenders, Want to Lend Based on What You Know About the Member? Would you like to evaluate a borrower based on whether they are a long-time member, have high balances with your credit union, a history of paying back your loans, and a regular direct deposit at the credit union? Score them by giving them… Read more »
Denying a Loan Request Need a quick way to show your staff how to deny a loan request in CU*BASE and print a denial notice? Refer them to this video, which has been viewed 1,229 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Editing a Loan Request Need a quick way to show your staff how they can edit a loan request in CU*BASE? Refer them to this video, which has been viewed 1,615 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 22.05 Release Resource Companion – inside you will find key items related to the 22.05 Release including: A new video showing how members can set… Read more »
If you’ve been manually tracking interest on your written off loans on spreadsheets, now CU*BASE will do the work for you! Effective with the 22.05 release, daily interest is automatically being calculated for written off loans and stored in the loan write-off history. No more spreadsheets! If you’ve been tracking interest accrued since write-off manually,… Read more »
Special Loan Request Features Need a quick way to show your staff how they can use special features when creating a loan request? 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 Video Library!
ATTENTION ONLINE CREDIT UNIONS As a reminder, the 22.05 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on May 15th. We will be posting any/all issues related to the 22.05 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will… Read more »
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
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 a look back at some important topics from the first half of November 2024! View Topics
