Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts and account… Read more »
CU*Answers University Week is coming January 27 – 30! Register for our most timely and relevant courses condensed into one week – each course is FREE to attend! Monday, January 27 10:30 AM – 12:00 PM ET Member Services: Inquiry and Phone Operator Register for web conference Register for classroom session 3:00 PM… Read more »
Join us October 16th and 17th for a two-day boot camp! This is an opportunity for your credit union IT members build their knowledge of core product deployment and support. Please note: seating for this event is limited – if you are interested in attending, we encourage you to sign up soon! One of our… Read more »
CU*Answers University Week is coming October 7 – 11! Register for our most timely and relevant courses condensed into one week – each course is FREE to attend! Monday, October 7 1:30 PM – 2:30 PM ET Using CU*BASE Tools for Bank Secrecy Act (BSA) Compliance Register for web conference 3:00 PM –… Read more »
Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts and account… Read more »
Join us October 16th and 17th for a two-day boot camp! This is an opportunity for your credit union IT members build their knowledge of core product deployment and support. Please note: seating for this event is limited – if you are interested in attending, we encourage you to sign up soon! One of our… Read more »
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!
Denying a Loan Request Need a quick way to show your staff how to deny a loan request in CU*BASE and print a denial notice? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Editing a Loan Request Need a quick way to show your staff how they can edit a loan request 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!
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!
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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Take a look back at some important topics from the first half of February 2025! View Topics
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
