Loan Quoter Basics Need a quick way to show your staff how they can use the loan quoter tool to provide members with loan payment estimates? Refer them to this video, which has been viewed 4,643 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Viewing Account Information via Inquiry Need a quick way to show your staff how they can use the CU*BASE Inquiry tool to view member account information? Refer them to this video, which has been viewed 5,466 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Viewing Transaction History via Inquiry Need a quick way to show your staff how they can use the CU*BASE Inquiry tool to view a member’s transaction history? Refer them to this video, which has been viewed 5,579 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Reprinting Receipts Older Than 90 Days Need a quick way to show your staff how they can reprint receipts that are older than 90 days? Refer them to this video, which has been viewed 1,308 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Reprinting Recent Receipts Using Phone Operator Need a quick way to show your staff how they can use Phone Operator to reprint a receipt for a recent transaction? Refer them to this video, which has been viewed 1,700 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video… Read more »
Creating a Loan Request for a Non-Member Need a quick way to show your staff how they can use CU*BASE to create a loan request for a non-member? Refer them to this video, which has been viewed 923 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video… Read more »
Adding a Cosigner to a Loan Need a quick way to show your staff how they can use CU*BASE to add a cosigner to a loan account? Refer them to this video, which has been viewed 382 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Adding a Joint Owner to an Account Need a quick way to show your staff how they can add a joint owner to a member’s account in CU*BASE? Refer them to this video, which has been viewed 623 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video… Read more »
Deleting a Membership Application Need a quick way to show your staff how they can use CU*BASE to delete a membership application that was submitted online? Refer them to this video, which has been viewed 144 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Editing a Membership Application Need a quick way to show your staff how they can use CU*BASE to edit a membership application that was submitted online? Refer them to this video, which has been viewed 419 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
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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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
