The Preliminary Site visit, or "pre-site," is a chance for the Conversion Team to meet with your management team to discuss your upcoming conversion to CU*BASE.  We will review your current operating procedures as it relates to your data processor. All share, certificate, and loan products will also be discussed. This ensures that your existing products are converted correctly. Other topics of conversion include third-party vendors and how they relate to the data processing change and training options for your staff. 
 
This discussion is usually scheduled for a full day; however, depending on the complexity of your credit union, it may require two days to complete.