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 »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the April 2022 edition of the Owner’s View Monthly Recap! April 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 »
Creating a Loan Account Need a quick way to show your staff how they can create a loan account in CU*BASE? Refer them to this video, which has been viewed 1,711 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
CU*BASE Release 22.05 Online and Site Four Release Date is May 15 Self-Processor Release Date is May 22 Documents 22.05 Release Summary 22.05 New and Updated Tool Summary 22.05 Database Changes Summary Training Attend a Release Review Webinar Following the release, if someone logs into a workstation that is not at the proper version of… Read more »
Exploring the Loan Queue Need a quick way to show your staff how they can access features available in the loan queue? Refer them to this video, which has been viewed 1,441 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
CU*BASE 22.05 is coming soon – join one of our upcoming release training sessions! The 22.05 release of CU*BASE will be arriving on May 15th for Online and Site-Four clients, and on May 22nd for Self-Processing credit unions. CU*Answers will be hosting two separate training sessions for the upcoming release on the following dates: Thursday,… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 1st Quarter Update Before you start working on your 1st quarter Call Report in CU*BASE, be sure to check out the changes made since last quarter. Don’t forget – as of April 1st, you can start working on your Q122 Call Report at any time, as… Read more »
Quoting a Loan Payoff Balance Need a quick way to show your staff how they can use CU*BASE to quote a loan payoff balance for a member? Refer them to this video, which has been viewed 2,540 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Depositing Multiple Checks Need a quick way to show your staff how they can use CU*BASE to deposit multiple checks for a member? Refer them to this video, which has been viewed 3,025 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 »
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 December 2024! View Topics
