During the initial rollout the Imaging Solutions team will be offering regular training webinars to explain what your staff will need to know, as well as show examples of the member experience. We’ll record some of these sessions and post them online for your team to review. We’re also working on a couple of demo videos that will show the software in action and give tips for new users. Visit http://www.cuanswers.com/products/imaging-solutions/ for the latest details.

If you are a new client, the CU*BASE Conversion Team will provide you with a tentative schedule for the 3 weeks of virtual or online training. You may adjust this schedule as needed, assign trainers, and attendees. For existing clients, visit our web site at www.cuanswers.com , click Clients then Education to view all education opportunities, including online courses.

To exclude persons or organizations on the lending fraud block list from receiving your 1Click Offers, exclude the members on the Block New Loans (BLOCKLNAPP) table/file when creating the list of accounts that will be included in the offer.

No, our CSRs will not reset the 2-character CU*BASE Employee IDs for your staff. This must be done by an internal CU security officer. Use Tool #762 Reset Employee ID Password . (This can also be done via Tool #327 CU*BASE Employee Security using the Reset PW option.) It is important that credit unions insure proper training to their employees regarding the expiration of their CU*BASE Employee ID password. We deliver a warning message of expiration 7 business days prior to the staff member.   More...

Following are some helpful tips to keep in mind when you have existing offers: Do not make adjustments to your Product Configuration when it is tied to an existing offer. Never delete a Product Configuration that is tied to an existing offer. Within the Product Configuration, be sure you configure a Delinquency code , a Maximum # of payments and a Frequency code of monthly in General Information section and a Del fine code , a Term default , and a Frequency code of monthly on the Online Banking   More...

We'll be showing those in the new member messages area, which appear immediately above the member's Favorite Accounts list on the home page. See the related link below for samples of those messages.

No, the 1Click Offers feature does not specifically support MLA requirements. MLA grants a number of protections for active duty service people and imposes specific requirements on the credit union in granting credit. At the heart of the matter is the calculation of the Military Annual Rate (MAPR) and the disclosures required prior to or at the time of extension of credit. The act requires that a unique APR be calculated incorporating things such as fees and credit life or disability. The MAPR   More...

You will find the Using CU*BASE Tools for Bank Secrecy Act Compliance on the On Demand website. See the link below.

CU*Answers strives to accommodate our clients by offering training in many different formats, from full classroom offerings (see the current CU*Answers University Catalog) to online learning and web conference sessions. We also offer individual training sessions, and workshops which can be held either at a credit union site, or here at CU*Answers. For credit union staff to train internally, we offer our web-based online courses as well as hands-on learning using a pretend CU*BASE credit union  More...

1Click Offers are purged monthly on the 2 nd Saturday of the month. If the 1Click offer is older than 30 days old at the time of the purge, it is purged. This means that 1Click offers may not be purged for a longer period if they are not over 30 days old at the time of the purge.

CU*BASE uses phone numbers that are stored in the MASTPH file when generating card activation information to send to vendors on initial card orders. The numbers in MASTPH are determined by the label/flag applied in Tool #3 Open/Maintain Memberships/Accounts or Tool #15 Update Membership Information as follows: Nighttime # - primary phone number sent to vendor and defaulting into the Card Activation field when ordering a card. Daytime # - secondary phone number sent to the vendor. Mobile –   More...

Before you run your batch flood to your membership, it is important to run a test offer. This is done in a similar manner as defining your offer, but instead of running the offer for a batch of members, make the Query for just a single employee account or a group of employees. Sending a test offer helps to ensure that all key data elements are correct. When verifying your test offer, we recommend verifying the items below and any others you feel are key data points. Interest Rate Loan Amount Ter  More...

Online Banking continue to work just fine whether you decide to activate PIB or not. Yo u should not activate PIB without some careful planning and preparation. You need a plan. A plan for marketing the change to members. A plan to train your staff. A plan for rolling out the changes with an acceptable level of disruption to members and staff. A plan to handle the increase in phone calls and frustrated members. A plan to make this part of your process for opening new memberships.   More...

Depending on the size of your batch of 1Click Offers, processing times may be extended. Large batches, such as in the thousands, may take up to 10 minutes to process. Please remain on the screen until your batch has completed processing.

With the changes we’re making to CU*BASE with ING and FEP, the links/URLs in CU*BASE online help have all been updated, so now is a great time to make sure your online help links are working correctly, if you use any of these links in your training materials and other documents. To ensure your online help links are up to date and working correctly, follow these steps: Check to see if any of your training materials/other documents contain outdated online help links. The link is outdated  More...

The Audit Link service consists of three interrelated business activities. The first is an overall analysis of the credit unions needs, hot buttons, and recent audit or examination findings. This analysis is designed not only to tailor the program for the credit union but also to facilitate an overall general compliance tune-up. The second area of this initiative is the development of a daily, monthly, and quarterly roadmap of tasks to be completed. This is where the credit union would see the  More...

The best way to gather this information is via Report Builder (Query), This report will require building a string query to identify memberships who have received unemployment deposits in a given month. Please Note : Using Tool #100 to build queries typically requires training. The information written below assumes the reader already has entry-level understanding of database terminology and query skills. Building the query is one part of a total strategy: Find and list the members receiving unemp  More...

The minimum resolution for CU*BASE GOLD is 1024x768. This is for the “Standard” screen size. Starting with the 20.07, we will be supporting select additional screen sizes as well. (See the related item below for more information about available GOLD screen sizes.) Depending on the size of the monitor, even for the “standard” size a higher resolution will work, but the CU*BASE GOLD screen will be smaller and will not fill the entire monitor frame. Note: That can be   More...

Yes! Here's a list of just a few of them: Stuff members will love: Favorite accounts - Which accounts they want to see front and center when they log in. Favorite features - Features they want to see along with their favorite accounts, like quick transfer, eStatements, and bill pay. Member messaging - Neat little scrolling ads that pop up to alert members about messages they've received, documents ready for eSignature, password change reminders, and 1Click offers. And our favorite new   More...

Yes, Xpress Teller transaction limits were designed to be a training tool for tellers being coached in branch by a more experienced head teller. If a teller exceeds their transaction limit configured in Xpress Teller, the employee that performs the approval must be in the same branch as the teller. About Teller Transaction Limits Xpress Teller Limits allow your credit union to designate the maximum amounts a teller is authorized to handle per transaction. You can control the maximum amount of i  More...

Unlike 1Click loan offers, a member message will not appear at the top of the home page for CD or Share Secured loan offers. Instead, members will see a new option on the contextual menu when they click on any eligible CD or savings account. You can label this anything you like, such as Borrow on your savings account or Borrow from my Certificate .

Unlike 1Click loan offers, a member message will not appear at the top of the home page for Deposit Secured loan offers. Instead, members will see a new option on the contextual menu when they click on any eligible CD, checking, or savings account. You can label this anything you like, such as Borrow on your savings account or Borrow from my Certificate .

Refer to the resources below for more information. Lender*VP My Favorite Dashboards and Reports brochure AuditLink My Favorite Dashboards and Reports brochure (specifically Loan with Interest Due Above Payment Amount and Loan Portfolio Concentration Risk Summary) Automated Reports and Queries booklet Lender*VP Reports and Dashboards training Lender*VP Custom Query services

NOTE: This is a Query solution designed for clients who have completed Query training. If you are interested in Query training or assistance with creating a Query, contact a Client Services Representative. You are able to view closed account comments via building a simple custom Query via Tool #100 CU*BASE Report Builder . File name: ECO mmyy (For the mmyy , substitute the month and year prior to the month when the account was closed.) Location: FILE xx E (For the xx , substitute your credit  More...

Refer to the resources below for assistance with these topics. These topics are covered in the virtual or on-site Mortgage training offered by Lender@VP.