Take a look back at some important topics from the first half of November 2023: The 2024 Education Catalog is Here! Take a Look at What’s in Store for the Year Ahead! Create and Maintain Your Own MOP Sites with MOP Manager October Owner’s View Monthly Recap Conversations On Education – CUSO Educator Training Session… 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: Join Us for a Roundtable Recap! Attend the Roundtable Recap to hear about hot topics that were discussed at the most recent Collections Roundtable on November 8th. Use the link below to register! Wednesday, November 22 3:00 PM – 4:00 PM ET Join the Webinar Interested in joining… 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.
Add the new license verification tool into your credit union’s MAP or MOP site! With this service members will be asked to take a selfie, as well as an image of the front and back of their driver’s license that will be submitted for verification – this is a fraud deterrence tool that can be… Read more »
Tips & Tricks for CU*BASE – Part 5: Restoring a Field Entry Need a quick way to show your staff how they can use the keyboard to restore a field entry 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!
It’s time to upgrade IBM iAccess (used for print sessions) to 1.1.9.2 – this update is required for all CU*Answers clients, in order to keep workstations up to date with currently-supported software. The updates will need to be applied to all of your CU*BASE workstations and must be completed by 1/31/2024. Your IT staff can… Read more »
2023 Year-End Processing Bulletin #3: November Deadline Reminder REMINDER: We are no longer mailing paper copies of the year-end processing guide to your credit union! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 10th, 2023 Time is closing in… Read more »
The 2024 Xtend Pricing Guide is now available! Take a look at our offerings for SRS Bookkeeping, Contact Center Services, Member Marketing & Communications, Data Analytics, and more. A copy of the 2024 Pricing Guide can be accessed via our website. We encourage our clients to review it in planning for the upcoming business year.
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 »
Take a look back at some important topics from the last half of June 2024! View Topics
Give your members financial flexibility by offering a skip a pay program! Clink the link below to hire Lender*VP to help build your automated program today!
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Did you miss the 2024 CU*Answers Leadership Conference? All the presentations, videos, and handouts are now online. Learn More
