Using the Sort Feature with the Work ACH Exceptions Tool Need a quick way to show your staff how they can use the sort feature available with the CU*BASE Work ACH Exceptions tool? Refer them to this video, which has been viewed 100 times! Play Video Check out our entire collection of video tutorials in… Read more »
Join us September 28th and 29th 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 »
Your CU*BASE Preferences Need a quick way to show your staff how to edit preferences in CU*BASE? Refer them to this video, which has been viewed 7,252 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Removing Miscellaneous Insurance Coverage from a Loan Need a quick way to show your staff how they can use CU*BASE to remove miscellaneous insurance coverage from a loan account? Refer them to this video, which has been viewed 148 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps… Read more »
Requesting Credit Information for Membership Applications Submitted Online Need a quick way to show your staff how they can use CU*BASE to request credit information for membership applications that are submitted online? Refer them to this video, which has been viewed 567 times! Play Video Check out our entire collection of video tutorials in the Show… Read more »
Scanning a Photo ID Need a quick way to show your staff how they can scan a photo ID into CU*BASE? Refer them to this video, which has been viewed 2,049 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Viewing Members with Specific Account Balance Need a quick way to show your staff how they can use CU*BASE to view a list of members with a certain account balance? Refer them to this video, which has been viewed 707 times! Play Video Check out our entire collection of video tutorials in the Show Me the… Read more »
Viewing Members of a Specific Age Need a quick way to show your staff how they can use CU*BASE to view a list of members who fall within a specific age range? Refer them to this video, which has been viewed 632 times! Play Video Check out our entire collection of video tutorials in the Show… Read more »
CU*Answers University Week is coming July 18 – July 21! Register for our most timely and relevant courses condensed into one week – each course is FREE to attend! Monday, July 18 9:30 AM – 10:30 AM ET Getting Started with Unique Data Management (UDM) Register for classroom session Register for web conference … Read more »
Viewing Members in a Specific Area Need a quick way to show your staff how they can use CU*BASE to view a list of members who reside within a specific location? Refer them to this video, which has been viewed 572 times! Play Video Check out our entire collection of video tutorials in the Show Me… Read 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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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
Take a look back at some important topics from the first half of December 2024! View Topics
