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 4,643 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 »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the February 2022 edition of the Owner’s View Monthly Recap! February 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 »
Earn a $3,000 CollabRebate for testing new CU*BASE tools and features coming with the 22.05 release! Learn more about enhancements coming in the May release, eligibility requirements for joining the beta pool, and what you will need to do to receive the CollabRebate reward. To join the Beta Pool, submit your Beta Pool enrollment form… Read more »
Viewing Account Information via Inquiry Need a quick way to show your staff how they can use the CU*BASE Inquiry tool to view member account information? Refer them to this video, which has been viewed 5,466 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
![[The Pulse] HA Rollover Results Now Available](https://www.cuanswers.com/wp-content/uploads/The-Pulse-Disaster-Recovery-email-banner-7.21-300x121.png)
HA Rollover Results Now Available HA Rollover: February 6 – 13 Now available for your review is a summary of the recent CU*Answers HA (high availability) rollover event performed February 6th to 13th for the CU*BASE core processing environment. In this report, you will find details about the exercise, including challenges observed, lessons learned, and… Read more »
Earn a $3,000 CollabRebate for testing new CU*BASE tools and features coming with the 22.05 release! Learn more about enhancements coming in the May release, eligibility requirements for joining the beta pool, and what you will need to do to receive the CollabRebate reward. To join the Beta Pool, submit your Beta Pool enrollment form… Read more »
Viewing Transaction History via Inquiry Need a quick way to show your staff how they can use the CU*BASE Inquiry tool to view a member’s transaction history? Refer them to this video, which has been viewed 5,579 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Reprinting Receipts Older Than 90 Days Need a quick way to show your staff how they can reprint receipts that are older than 90 days? Refer them to this video, which has been viewed 1,308 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Reprinting Recent Receipts Using Phone Operator Need a quick way to show your staff how they can use Phone Operator to reprint a receipt for a recent transaction? Refer them to this video, which has been viewed 1,700 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video… Read more »
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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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
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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