Creating a Loan Account Need a quick way to show your staff how they can create a loan account in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
With the new BizLink 247 your credit union now has the option for self-service access to make updates. This includes updating marketing or advertisements and where they are linked to, updating widgets, updating navigation for where a feature is located and what it says, adding in your credit union logo and branding, as well as… Read more »
BizLink 247 is designed for the special needs of business members. Alongside its companion PIB MLO, BizLink 247 allows business owners to have separate logins and individual permissions for each employee – these permissions can be granted either through CU*BASE (via a credit union employee) or PIB MLO (by the business owner/administrator). Once your order… Read more »
Wednesday, January 3rd 10:30 AM – 11:00 AM ET This Month’s Focus Review Year-End Tasks for January 2024 Year-end tasks for January are just around the corner! During our upcoming Education Express session, Cindy Stevens will detail the tasks that your credit union will need to complete, including: Review Beginning-of-Year/Tax File Verification Reports (page 44… Read more »
If your credit union has received the associated email, it is because CU*Answers has determined that your client-facing CU*BASE “FROM:” address is currently NOT compliant with the new requirements from Google and Yahoo. In order to become compliant, your credit union MUST purchase the DKIM signing package through the CNS store. Purchase a DKIM Signing… Read more »
We are excited to announce we are now live through Corporate One on the receive-only side of the RTP® network. Get in the queue today to connect your credit union to the RTP payment rail. Join the Queue What is RTP®? Created by The Clearing House in 2017, RTP® is a fast, efficient, and secure… Read more »
Admins Get Enhancements! CU Publisher Admins can now create new CU Publisher users for their team. Admins can even create other admins too! To access this new feature, simply log into CU Publisher and look for the purple Add User icon. Enter your team member’s information, CU Publisher access, and Admin privilege, and a new email… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q423 Call Report any time after January 1, but be sure… Read more »
Instant Card Issue is a great way for your credit union to provide an enhanced member experience by producing a card with a member selected PIN that is fully functional for ATM, Debit or Credit Card transactions while the member is in the branch. Members do not need to wait for their card, security is… 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 »
Take a look back at some important topics from the first half of April 2025! View Topics
Designed especially for credit union education coordinators and trainers, the Conversations on Education series explores topics such as designing education plans, best practices for training new employees and keeping existing employee skills up to date, and how to take advantage of all resources available to better understand products and services. Learn more by clicking 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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