Take a look back at some important topics from the first half of June 2022: Do You Have a New Teller or Member Service Representative? Mobile 6 is Now Available! Learn All About AnswerBook with These 9 Videos! A Note From the Help Desk: Microsoft Windows Support Diagnostic Tool Vulnerability Optics Data Zooms in on… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the May 2022 edition of the Owner’s View Monthly Recap! May 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 »
Join the Asterisk Intelligence team for several educational events! Between Monday, July 25th and Wednesday, July 27th, we will be hosting on-site training. Then, on Thursday, July 28th, we will be hosting a series of webinars. During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses will focus… Read more »
Good Faith Estimate and Settlement Statement Mortgage Forms will be sunsetting with the 22.10 Release in October. Prior to October 3, 2015, The Good Faith Estimate (GFE) and HUD-1 Settlement Statement forms were the standard mortgage forms used by CU*Answers. These forms have since been replaced with the Loan Estimate and Closing Disclosure (TILA/RESPA Integrated… 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.
Check out a video recording from the Earnings Edge team as they discuss CU*BASE Loan Participation! Learn about the various configurations available, explore the many benefits of using the Participation Lending software, and how Earnings Edge can assist your credit union in utilizing this system. View the Video If you’re interested in getting started with… Read more »
CU*BASE offers robust toolsets that can help maximize your efforts to reach targeted groups of members, track your activities and increase revenue. Among these are Marketing Clubs, Tiered Services and Cross Sales, just to name a few. How long has it been since your credit union took a deeper look into your sales tools? Maximize… Read more »
The Asterisk Intelligence Team is excited to present the AB_22.06 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, June 19! This release features: Refreshed dashboard standards on FIVE more dashboards to upgrade charting and display 10 Year Trends and 3 Year Balance Comparison get a full facelift Plus, new multiple-select filtering options, updated… Read more »
As of June 2022, there are open positions available with the Xtend Shared Branching Advisory Committee. If you would like to have the opportunity to sit on the Shared Branching Committee, please submit your resume and a cover letter to Kim Hall via email at kim@tricu.org, please include ‘Xtend SBC Resume’ in the subject line…. Read more »
Processing a Loan Request for a Non-Member Need a quick way to show your staff how they use CU*BASE to process a loan request for a non-member? Refer them to this video, which has been viewed 654 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
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
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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