Adding a Joint Owner to an Account Need a quick way to show your staff how they can add a joint owner to a member’s account in CU*BASE? Refer them to this video, which has been viewed 623 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video… Read more »
Twice each year, CU*Answers tests our ability to redirect CU*BASE core-processing from our production data center to our high-availability (HA) data center. The next HA rollover is scheduled for Sunday, February 6th. This rollover will enable support teams to perform planned network maintenance at the primary production data center without disrupting core processing. The rollover… Read more »
For those of you who work on your credit union’s 5300 Call Report, we want to be sure you are aware of the changes that the NCUA is proposing for the March 2022 cycle. The NCUA first hinted of significant Call Report changes back in late 2018 as part of their modernization efforts, but had… Read more »
Deleting a Membership Application Need a quick way to show your staff how they can use CU*BASE to delete a membership application that was submitted online? Refer them to this video, which has been viewed 144 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Don’t forget: the 21.12 Release of CU*BASE was implemented on December 5th. 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 »
Special Tips on Setting Up Trust Accounts in CU*BASE! Sometimes a trust account will use a member’s Social Security Number, other times it will use a Taxpayer Identification Number/Employer Identification Number. Either way, CU*BASE Online Help has helpful tips for setting up trust accounts in CU*BASE. Looking to use a new membership designation? CU*BASE even… Read more »
Editing a Membership Application Need a quick way to show your staff how they can use CU*BASE to edit a membership application that was submitted online? Refer them to this video, which has been viewed 419 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2021 edition of the Owner’s View Monthly Recap! December 2021 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 »
If you have not yet completed the LegaSuite Client upgrade on all of your workstations, please do so soon. Currently, we are running on version 8.2.2 and will be moving to version 8.5.4. Online and Site-Four credit unions will need to complete the upgrade by October 3, while Self-Processing credit unions will need to complete… Read more »
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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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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