Tips & Tricks for CU*BASE – Part 2: Deleting Field Entries Need a quick way to show your staff how they can use the keyboard to quickly delete field entries 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!
Tips & Tricks for CU*BASE – Part 1: Copying Information Need a quick way to show your staff how they can copy information 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!
CU*BASE GOLD First-Time Login – Part 3: Print Sessions Need a quick way to show new employees how they can log in to print sessions in CU*BASE to print receipts and other documents? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
CU*BASE GOLD First-Time Login – Part 2: ProDOC Need a quick way to show new employees how they can set up ProDOC to automatically launch when logging into 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!
Arriving with the CU*BASE 23.10 Release are upgrades to Tool #984 Work Daily BSA/CTR Activity. To better serve your BSA/Compliance personnel, we have consolidated the tools necessary to perform these functions into the new and improved Tool #984. Join AuditLink for a look at the upgrades and a demonstration of the streamlined workflow that these… Read more »
CU*BASE GOLD First-Time Login – Part 1: GOLD Need a quick way to show new employees how to log into CU*BASE GOLD for the first time? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Using the Rate Inquiry Tool to View Share Dividend Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest dividend rates for share products? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps… Read more »
Using the Rate Inquiry Tool to View Loan Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest interest rates for loan products? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video… Read more »
Selecting a File When Using Report Builder Need a quick way to show your staff how they can select a file using the CU*BASE Report Builder Tool? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Printing a Report Created Using Report Builder Need a quick way to show your staff how they can save and print a report created using the CU*BASE Report Builder Tool? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
The Auto Financial Group direct balloon lending integration with CU*BASE is live! AFG provides so many benefits to your credit union and your members alike. Explore this integration to see if it is the right fit for you!
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Take a look back at some important topics from the first half of January 2025! View Topics
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
