Join us October 11th and 12th 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 »
Formatting a Report Using Report Builder Need a quick way to show your staff how they can format data for reports 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!
Selecting Records When Using Report Builder Need a quick way to show your staff how they can specify which data they would like to have included in a report when 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… Read more »
Selecting Columns When Using Report Builder Need a quick way to show your staff how to specify the columns they would like to have displayed when 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!
Combining Collections Trackers Need a quick way to show your staff how they can consolidate collections trackers 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!
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 »
Creating a Collection Card Need a quick way to show your staff how they can create a collection card 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!
Working a Follow-Up Need a quick way to show your staff how they can work a follow-up 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!
Viewing Check Processing Statistics Need a quick way to show your staff how they can view statistical information about the credit union’s check processing activity? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Posting a Payroll Need a quick way to show your staff how they can use CU*BASE to post a payroll? 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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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 last half of November 2024! View Topics
