Tuesday, December 20 1:30 PM – 2:00 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices. During this session, Cindy will discuss topics including: Verifying shares and certificates (1099 INT reporting) Verifying loan categories (1098 reporting) Verifying Accounts… Read more »
Let your members self-serve by accessing their tax forms from It’s Me 247 via desktop or their mobile phones, right alongside their account statements! This means that your members will no longer need to contact you for lost or misplaced forms. If they do, you can point them to online banking and give them a… Read more »
MOP 2.0 includes the following updates for your credit union: New updated look/feel of your credit union MOP site, including a new background header image that your credit union can include while a member is applying. State filtering – your credit union can now limit what states members are opening their memberships through MOP. eSign… Read more »
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
An audit report on Xtend’s financials for the 2021 fiscal year and 2022 fiscal year was recently performed by Crowe LLP. In this report, you will find statements on Xtend’s balance sheets, income, stockholder equity and cash flows for the aforementioned fiscal years. A copy of the financial audit report is available here for your… Read more »
As part of our ongoing efforts to enhance the annual escrow documents our members receive, we will be implementing changes to the Escrow Analysis Statements. On Tuesday, December 13th, Escrow Analysis Statements will receive updates including adding totals columns, displaying monthly projected figures, enhancing the shortage coupon as well as miscellaneous updates to the layout. … Read more »
Printing a Report Created Using Report Builder Need a quick way to show your staff how they can save and print a report created using the CU*BASE Report Builder Tool? 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… Read more »
Let’s Talk About ANR/NSF Fees Email inboxes and news feeds are buzzing these days about the shift in attitudes about NSF fees, overdraft protection programs, and overdraft services such as Courtesy Pay, especially for debit card activity. As states begin issuing scary-sounding mandates and industry thinkers present their opinions, credit unions are scratching their heads… Read more »
Thinking of rewarding members with a bonus dividend or Loan interest Rebate? With the new year approaching, this can be a great time to show appreciation to your membership. If you are looking to start up a new bonus/rebate program, are interested in enhancements to an existing program or are even just curious to learn… Read more »
As we move into our sixth calendar year with MACO, we are asking our credit unions to select their order options and decide if they would rather: Prepay for a set number of licenses for the 2023 calendar year True-up at the end of the 2023 calendar year For previous year statistics, please reach out… Read more »
Did you miss the 2024 CU*Answers Leadership Conference? All the presentations, videos, and handouts are now online. Learn More
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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
