THIS POST APPLIES TO CREDIT UNIONS WHO RECEIVED THE ASSOCIATED EMAIL. According to our records, your credit union is configured to use the 247 Lender decision model via Zoot and Portfolio Defense. As previously announced, we will be sunsetting this decision model. If you still want to use a decision model, we’d like to move… Read more »
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!
Take a look back at some important topics from the first half of December 2024! View Topics
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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