Attention administrators: want to learn how to manage online learning opportunities for your employees? Or need a refresher on additional functionality available in the TLC 360 Learning Center? Join us on one of the following dates for a brief training webinar! Tuesday, July 12 2:00 PM – 2:30 PM ET Tuesday, August 16 2:00 PM… Read more »
Video of the Week: Loan File Action Codes
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, which has been viewed 1,205 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Do You Have a New Teller or Member Service Representative?
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… Read more »
Video of the Week: Denying a Loan Request
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, which has been viewed 1,229 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Video of the Week: Editing a Loan Request
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, which has been viewed 1,615 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Video of the Week: Special Loan Request Features
Special Loan Request Features Need a quick way to show your staff how they can use special features when creating a loan request? Refer them to this video, which has been viewed 1,111 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Video of the Week: Creating a Loan Account
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, which has been viewed 1,711 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Video of the Week: Exploring the Loan Queue
Exploring the Loan Queue Need a quick way to show your staff how they can access features available in the loan queue? Refer them to this video, which has been viewed 1,441 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Join Us for CU*BASE 22.05 Release Training!
CU*BASE 22.05 is coming soon – join one of our upcoming release training sessions! The 22.05 release of CU*BASE will be arriving on May 15th for Online and Site-Four clients, and on May 22nd for Self-Processing credit unions. CU*Answers will be hosting two separate training sessions for the upcoming release on the following dates: Thursday,… Read more »
Video of the Week: Quoting a Loan Payoff Balance
Quoting a Loan Payoff Balance Need a quick way to show your staff how they can use CU*BASE to quote a loan payoff balance for a member? Refer them to this video, which has been viewed 2,540 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Take Advantage of the NEW 1Click Autopilot Program!
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
1Click Autopilot
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!
Learn More
In Case You Missed It…
Take a look back at some important topics from the first half of November 2024! View Topics
GOLD Updates
The next GOLD updates are currently scheduled for:
- Online/Partner CUs
- 24.12 Dec. 8, 2024 (Sunday)
- Self Processing CUs
- 24.12