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  • 1. How do I research why a loan did not report to the Credit Bureau? Public
    Preview
    Look to see if the loan is flagged not to report to the credit bureau: Access Tool #20 Update Account Information (shortcut: acct) for the account and click the Credit Reporting Info button. The Report to credit bureau flag must be checked. Look at the Credit Report History located in Loan Account Inquiry via the Delinquency window (F23 or click the lookup button next to the Delinquent flag). Each month has a separate listing. NOTE: If the loan is closed the monthly history will continu  More...
  • 2. How do I post a loan payment to principal only? Public
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    On the Teller Deposits/Withdrawals screen, you can use one of the following Process Codes (enter the code into the far-right Proc Code column next to the loan account): L - Use this code to post the ENTIRE deposit amount to principal X - Use this code to override the default payment matrix and specify exactly how the payment amount should be distributed between principal, interest, escrow, fine, etc. For more details, click on the links below to open related online help topics. NOTE:   More...
  • 3. What determines where my GOLD documents print? Public
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    This comes from the Workstation Device Configuration in CU*BASE. To view or change this: Launch Tool #326 CU Hardware Configuration Select Terminal/Workstation In the list of workstations, locate the ID of the workstation you are looking up and double click on it (or just type the ID and press Enter) This will open up the terminal's configuration in CU*BASE. In the middle is the list of default printers where your documents will print: General Printer - this will be the printer to which a  More...
  • 4. I have activated the Flex Loans feature. When my member adjusts their term online, they are not seeing all available terms as expected. Why could this be the case? Public
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    Flex Loans allows members in It’s Me 247 to request a change in the term of their loan which results in a payment change. This is permitted on configured products with monthly payment frequencies. The loan modification request can be immediate if the member is qualified and your credit union activates auto approvals. Otherwise, the member’s request is sent to the LOS loan queue (Tool #2) to be approved or denied by your loan officer. While using the Flex Loans feature online, membe  More...
  • 5. How do I add a co-borrower to an existing loan? Public
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    A Co-Applicant, Guarantor, or Spouse can be added or deleted on an existing loan through Tool #51 Miscellaneous Loan Maintenance as follows: 1. Enter the Member Number and Suffix 2. Select Additional Signers and click Enter 3. Input the Additional Signer's SSN 4. Select the Type of signer Co-Applicant, Guarantor, Spouse 5. Enter the Non-Member Information if there is no identity record for the SSN.
  • 6. I'm looking for some special Credit Bureau Comment codes for bankruptcy, but don't seem them in online help. Where can I find these? Public
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    The following old special Comment codes are no longer valid now that your credit data is being reported using the Metro 2 format: BU BV BW BX BY CA CB Instead, use the Consumer Information Indicator field on the loan account to report bankruptcy. This can be changed using Tool #20 Update Account Information on the loan account (click the Credit Reporting Info button to display the the Credit Bureau Reporting Information screen). NOTE: You only need to report bankrtupcy once. If the bankrup  More...
  • 7. IBM iAccess Client Installation Instructions Public
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    The only requirement for installation of version 1.1.7.3 Build 8031 IBM iAccess is Admin privileges on the workstation to perform the install. It will install for all users, and it will install a 32bit or 64bit version based on the computer’s configuration. This installer is available through a link on updates.cubase.org (it will read, ‘IBM System I Install: Click Here’). Once the installer is download, right click on the file and select ‘Run as administrator’. The   More...
  • 8. I created a new package and saved a couple documents, before I realized a package had already been started for this loan. Is there a way to combine the packages or move the documents I saved incorrectly? Public
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    If you have two packages you want to merge, you'd have to delete one of them, and then use the add existing button in the remaining one to associate the saved documents with it. When deleting the unwanted package, the system will ask you if you want to delete the saved documents associated with it. Make sure you don't delete them! In the remaining package, you'll highlight the missing document you want to add and click the Add Existing button. This will bring up a search window.  More...
  • 9. One of my members is having trouble opening the loan coupon PDF from online banking via Chrome. She gets this error message from Acrobat Reader: “There was an error opening this document. The file is damaged and could not be repaired.” Any tips? Public
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    When you click the Print Coupon button from Chrome, the file will be shown along the bottom edge of the screen in the downloads bar. This means the file has been successfully downloaded to a default folder on your PC. If your browser is set up so that PDFs are automatically opened using Acrobat Reader (browsers typically have a plugin or their own built-in reader as the default, but you can change it), you can try an alternate method to open a downloaded PDF when Acrobat Reader can’t: In  More...
  • 10. Is there an easy way to find out members who do NOT have a specific loan type yet? I'd like to see what opportunities there are to sell more of our credit cards, or mortgages, or whatever. Public
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    There are multiple ways to do this, but here's one of our favorite methods. Launch Tool #1855 Lending Opportunities Dashboard Use the Loans to Analyze button Choose a loan type from the list (Auto Loans, Mortgages, Credit Cards, Unsecured, or Other Secured) and use Enter to return to the dashboard The top two thirds of the screen shows statistics from your portfolio for that type of loan The bottom third of the screen will show opportunities, divided into two groups: members without that  More...
  • 11. How do I reconfigure a CU*BASE print session to use encryption? Public
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    Configuring Encryption ***IMPORTANT: You must have local administrator privileges on the PC to complete these procedures.*** 1. Download the Configure Encryption utility from http://updates.cubase.org 2. Run the tool as an administrator 3. After running the tool, launch the print session and navigate to “Communication > Configure” 4. Click the “Properties” button 5. Select “Use System iNavigator default”, “Use Secur  More...
  • 12. How do I reconfigure a CU*BASE print session to use encryption? (CU*NorthWest) Public
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    Configuring Encryption ***IMPORTANT: You must have local administrator privileges on the PC to complete these procedures.*** 1. Download the Configure Encryption utility from http://updates.cubase.org 2. Run the tool as an administrator 3. After running the tool, launch the print session and navigate to “Communication > Configure” 4. Click the “Properties” button 5. Confirm that the “User ID signon information” fiel  More...
  • 13. How does the new membership denial of service fraud block list work? Is the employee blocked from opening a new membership for the member? What happens when a match is made to an entry on the new membership denial of service fraud block list? Public
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    You can add an entry to the new membership fraud block list as an individual or organization. This fraud block list is different than other service denial lists in that it allows you to enter a name on the list without a Social Security Number. See more about the rules for adding a name to the new membership list in the other topic linked to this Answer Book item. This fraud block list is designed as a supplement to the “Deny Membership” check box available on the non-member recor  More...
  • 14. Documents from GOLD are printing to the wrong tray. Public
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    Tray assignments are controlled by a combination of the model in the CU*BASE library, the print session configuration, the Windows driver, and the settings on the printer itself. Let's break down how each affects it first: Model in library - each model defines the PCL code that CU*BASE appends to the print job for duplex and trays. If the wrong model is selected, the wrong PCL may be pushed with the print job. It is also important to have a supported printer , otherwise CU*Answers cannot   More...
  • 15. Auto Loan calculator to help you determine how much you can afford to spend on an automobile. Public
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  • 16. Rent vs. Buy Calculator to help you determine if it makes more sense for you to rent or buy your home. Public
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    "; } return " "; } function openNote() { var agt=navigator.userAgent.toLowerCase(); var is_aol = (agt.indexOf("aol") != -1); leftpos=0; if (screen) { leftpos=screen.width/2 - 300; } if (is_aol) { var s = " "; s=document.calculator.sJavaScriptReport('HTML'); document.write(s); } else { var OpenWindow=window.open("","newwin","toolbar=yes,menubar=yes,location=no,directories=no,status=no,scrollbars=yes,resizable=yes,copyhistory=no,width=600,height=380,left="+leftpos+",top=20"); var s = " "; if (navi  More...
  • 17. Mortgage Qualifier Calculator to help you determine how much you can afford to spend on a home. Public
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    "; } return " "; } function openNote() { var agt=navigator.userAgent.toLowerCase(); var is_aol = (agt.indexOf("aol") != -1); leftpos=0; if (screen) { leftpos=screen.width/2 - 300; } if (is_aol) { var s = " "; s=document.calculator.sJavaScriptReport('HTML'); document.write(s); } else { var OpenWindow=window.open("","newwin","toolbar=yes,menubar=yes,location=no,directories=no,status=no,scrollbars=yes,resizable=yes,copyhistory=no,width=600,height=380,left="+leftpos+",top=20"); var s = " "; if (navi  More...
  • 18. Personal Debt consolidator calculator to help you determine if it would make sense to consolidate your debt. Public
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    "; } var is_mac = (agt.indexOf("mac")!=-1); var is_ie4up = ((agt.indexOf("msie") != -1) && (is_major >= 4 )); if ( is_mac && is_ie4up ) { return " "; } return " "; } function openNote() { var agt=navigator.userAgent.toLowerCase(); var is_aol = (agt.indexOf("aol") != -1); leftpos=0; if (screen) { leftpos=screen.width/2 - 300; } if (is_aol) { var s = " "; s=document.calculator.sJavaScriptReport('HTML'); document.write(s); } else { var OpenWindow=window.open("","newwin","toolbar=yes,menubar=yes,loc  More...
  • 19. Refinance Breakeven Calculator to help you determine if it makes sense for you to refinance your mortgage. Public
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    "; } return " "; } function openNote() { var agt=navigator.userAgent.toLowerCase(); var is_aol = (agt.indexOf("aol") != -1); leftpos=0; if (screen) { leftpos=screen.width/2 - 300; } if (is_aol) { var s = " "; s=document.calculator.sJavaScriptReport('HTML'); document.write(s); } else { var OpenWindow=window.open("","newwin","toolbar=yes,menubar=yes,location=no,directories=no,status=no,scrollbars=yes,resizable=yes,copyhistory=no,width=600,height=380,left="+leftpos+",top=20"); var s = " "; if (navi  More...
  • 20. Loan Comparison calculator to help you compare your real costs of different loan options. Public
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    "; } return " "; } function openNote() { var agt=navigator.userAgent.toLowerCase(); var is_aol = (agt.indexOf("aol") != -1); leftpos=0; if (screen) { leftpos=screen.width/2 - 300; } if (is_aol) { var s = " "; s=document.calculator.sJavaScriptReport('HTML'); document.write(s); } else { var OpenWindow=window.open("","newwin","toolbar=yes,menubar=yes,location=no,directories=no,status=no,scrollbars=yes,resizable=yes,copyhistory=no,width=600,height=380,left="+leftpos+",top=20"); var s = " "; if (navi  More...
  • 21. Mortgage Points Calculator to help you determine if it makes sense for you to buy down a mortgage using points and how many points make sense. Public
    Preview
    "; } return " "; } function openNote() { var agt=navigator.userAgent.toLowerCase(); var is_aol = (agt.indexOf("aol") != -1); leftpos=0; if (screen) { leftpos=screen.width/2 - 300; } if (is_aol) { var s = " "; s=document.calculator.sJavaScriptReport('HTML'); document.write(s); } else { var OpenWindow=window.open("","newwin","toolbar=yes,menubar=yes,location=no,directories=no,status=no,scrollbars=yes,resizable=yes,copyhistory=no,width=600,height=380,left="+leftpos+",top=20"); var s = " "; if (navi  More...
  • 22. How do I update many records in an existing table in an semi-automated fashion? Public
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    Insure that you have a current backup of the table that you will be modifing. This information is also located in the Help file within the DOC program under the Update From Master topic. The Update From Master option is used to run a comparison between a table in DOC (such as Closed Loans 2003) and a table created from an extraction of data from the institutions host system. This feature is beneficial when updating index information in a DOC table such as customer information changes like chang  More...