Attention Xtend Bookkeeping Clients: As many of you are aware Grand Rapids, MI has been experiencing inclement weather and blizzard warnings starting Thursday, December 22 through Saturday, December 24. Out of an abundance of caution, we’ve made a slight adjustment to our daily processes as the weather has impacted our staffing. At a minimum, we… Read more »
The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each. Follow the link below to review the Release Resource Companion for CU*BASE 22.10 and CU*BASE 22.12 – inside you will find key items related to the 22.10 and 22.12 Releases including: NEW… Read more »
We recently received feedback from some clients who found themselves locked out of loan applications. These clients were also having difficulty determining which screen was causing this error to occur. We have since determined that the following process is the cause of this issue: If an application has not been created yet and a user… Read more »
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in January! Wednesday, January 11 10:30 AM – 11:30 AM ET Managing Compliance Using CU*BASE Register for web conference 3:00 PM –… Read more »
Did you know? The Asterisk Intelligence team can help build a query for custom reports or data mining insights for your credit union! These query results will be provided as a database file in your QUERYxx CU*BASE library. Training is also available upon request, so that you can run the query on your own in… Read more »
CU*Answers University Week is coming January 23 – 26! Register for our most timely and relevant courses condensed into one week – each course is FREE to attend! Monday, January 23 10:30 AM – 12:00 PM ET Member Services: Inquiry and Phone Operator Register for classroom session Register for web conference 3:00 PM… Read more »
Have You Heard About CU Info? CU Info allows you to dynamically update your credit union’s information across CU*Publisher products like your Membership Opening sites (MAP/MOP), Mobile 6.0 and the upcoming Biz Mobile 1.0 and Micro Apps. What Info Can I Manage? In addition to managing the members of your CU*Publisher team, you can edit… Read more »
Has your credit union recently reviewed your current users in CU Publisher to ensure this information is up-to-date? If you need to add new users or remove old users from CU Publisher, click the button below to visit our online store and fill out a request. If you have any additional questions or concerns, contact… Read more »
Successful BSA Audits are a critical component of your credit union’s operations but preparing for a BSA Exam /Audit can be overwhelming. If you missed our earlier announcement, AuditLink has teamed up with Lillie and Company on our latest White Paper, “Preparing for Your BSA Exam/Audits Made Easy”. This White Paper can help to ease… Read more »
Online Credit Card Portfolio Profitability is a FREE download for Microsoft Excel that serves to assist your credit union in calculating your monthly credit card income, expenses, and overall profits. The process is super simple to complete, using data from CU*BASE dashboards and reports. This fast and convenient tool is easy to add to your… 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!
Learn 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
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
