Good Faith Estimate and Settlement Statement Mortgage Forms will be sunsetting with the 22.10 Release in October. Prior to October 3, 2015, The Good Faith Estimate (GFE) and HUD-1 Settlement Statement forms were the standard mortgage forms used by CU*Answers. These forms have since been replaced with the Loan Estimate and Closing Disclosure (TILA/RESPA Integrated… Read more »
Video of the Week: Processing a Loan Request for a Non-Member
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!
Did You Update Your Automated Queries After the Release?
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 »
Video of the Week: Loan File Action Codes
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!
Did You Know? Lenders, Want to Lend Based on What You Know About the Member?
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 »
Video of the Week: Denying a Loan Request
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!
Video of the Week: Editing a Loan Request
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!
Check Out the CU*BASE 22.05 Release Resource Companion
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 »
Tracking Interest for Written-Off Loans is Now Easier than Ever!
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 »
Video of the Week: Special Loan Request Features
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!
Conversations On…
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
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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In Case You Missed It…
Take a look back at some important topics from the first half of December 2024! View Topics
GOLD Updates
The next GOLD updates are currently scheduled for:
- Online/Partner CUs
- 25.05 May. 18, 2025 (Sunday)
- Self Processing CUs
- 25.05