On Tuesday, June 18th, we will be deploying a project for third-party loan origination systems that build collateral records to populate the title tracking field with the default assigned to the collateral type. For third-party LOS users only: The project affects all third-party LOS users for both current and future collateral records. This project will… Read more »
Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Click on the links below for a deeper dive into each item, and don’t forget to… Read more »
If your credit union works with business memberships, the Positive Pay toolkit is great resource to help prevent fraudulent activity from posting to business member’s checking account. An online tool accessible through BizLink 247, Positive Pay allows business members to upload checks they have written, or to manually enter the checks they have written. Any… 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.
What is your credit union’s current retention plan for documents relating to denied applications? Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months. Relevant… 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 »
Processing a Loan Request for a Non-Member Need a quick way to show your staff how they can use CU*BASE to process a loan request for a non-member? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Have you heard about Native Receipts? This lightweight receipt processing application allows tellers to view, sign, print, and archive receipts, replacing all the functionality currently performed by ProDOC for receipts. With Native Receipts, you get: A modernized look and feel Logos are saved with the receipts Option to send receipts to member storage in It’s… Read more »
If your credit union has not yet taken advantage of Mobile 7.0, we invite you to join one of our upcoming webinars! We’ll provide a rounded look at Mobile 7.0, including: How your credit union can order Mobile 7.0 via our online store An overview of new features available in Mobile 7.0 Customization options in… Read more »
Is fraud prevention a part of your organization’s ongoing conversation regarding your mission, your vision and your goals? Does your staff know the risks they are most likely to face or common traits of fraudsters? Join AuditLink for an open forum discussion on fraud prevention, fraud detection, emerging risks, current issues, best practices and more. … Read 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
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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