1Click Unfunded is a new type of 1Click offer that allows your credit union to present pre-approved secured loan offers to members – still via online and mobile banking, but without immediate funding and loan creation! Instead of automatically opening the loan account and disbursing the funds, when your member accepts the offer, a pre-approval… 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! Check out the link below for a spotlight on the recently-updated CU*BASE Daily Reports booklet. Reference Guides Have… Read more »
A reminder for clients who use Experian for credit pulls: Experian passwords expire every 90 days. Experian will send your financial institution a reminder when your password is set to expire. Please remember to update your password accordingly every 90 days and to update us each time that this process has been completed. This will… Read more »
Check out recent programming changes in the May 2024 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
1Click Loan Offers are already easy for your members to take advantage of, so why not make them easy for your staff too? 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… 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 these 9 videos to learn how your credit union can utilize various features of AnswerBook! Have new employees who are not familiar with AnswerBook? Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate teams here at… Read more »
You’ve spent weeks reviewing CU*BASE Release documentation and your staff has attended CU*Answers Release Training web conferences. Now it’s time to put all you have learned into action! CU*BASE Strategic Release Management is a service which equips credit union executives and managers with strategic and meaningful approaches for the utilization of technology associated with major… Read more »
Mobile 7.1 will be arriving on Monday, June 10th! If your credit union is currently using Mobile 7.0, please note that you will automatically be upgraded to Mobile 7.1 on this date. In version 7.1, we’ve introduced several new widgets that can be accessed from the Home Screen Menu. These include: Support Center Widget: Allows… Read more »
Loan File Action Codes Need a quick way to show your staff how they can access loan file action codes 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!
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
Take a look back at some important topics from the first half of April 2025! View Topics
Join us for the 10th annual AuditLink Conversations on Compliance event, hosted at the Sheraton Grand Rapids Airport Hotel in Grand Rapids, MI! This year’s event will take place on Wednesday, May 14th, from 9:00 AM to 3:30 PM ET. For more information and registration, please click the button below. Learn More
