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Check Out the New Resources Featured in this Edition of Documentation Digest!
Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Click on the links below for a deeper dive into each item, and don’t forget to… Read more »
Tips from Lender*VP: Recommendations for Credit Unions that Utilize 1Click Offers
For all 1Click Offer users in the network, Lender*VP would like to remind you of the following recommendations prior to sending out offers to members: 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… Read more »
Learn All About Retailer Direct – Join Us for a Live Demo!
Retailer Direct is an indirect lending solution developed to offer third parties a direct integration into CU*BASE! Utilizing an online application portal, business retailers offering goods or services can finance loans for members and non-members alike with your credit union. If you’d like a deeper dive into these features, Lender*VP invites you to join our… Read more »
Welcome to Mobile 8 – What’s New & What to Know
We’re excited to share that your credit union has officially been upgraded to Mobile 8.0! 🎉 This latest version brings even more customization options for your members. Here are a couple of quick housekeeping reminders to help you make the most of the update: Try out Dark Mode: You can enable this within CU Publisher… Read more »
Empower Your Community with a Digital Financial Journey Powered by Pocketnest – Join Our Upcoming Webinar!
CU*Answers and Pocketnest invite you to join us for an upcoming webinar! During this event, we’ll highlight the capabilities of Pocketnest’s Financial Journey Platform embedded within It’s Me 247 online banking, and will demonstrate the value proposition for both your credit union and your members! Topics of discussion will include: Pocketnest’s approach to comprehensive financial… Read more »
Action Required: Update to Network Routing for CBX – Las Vegas Datacenter and HA/Disaster Recovery
Attention CU*Answers credit unions: we have recently updated network requirements to support CBX on the new Las Vegas datacenter. Below is a list of networks that need to be allowed outbound access from any/all devices accessing CBX, in order to allow continued and uninterrupted access to CBX when we perform rollovers to the Las Vegas… Read more »
Two for Tuesday with CEO Geoff Johnson – 8/12/2025
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
2025 ACH Audit and Risk Assessment Now Available
CU*Answers has completed its ACH Audit for Fiscal Year 2025. The report can be downloaded from our Due Diligence site by clicking here. As a reminder, the CU*Answers Due Diligence page is a central, convenient location for you and your auditors to request or download the information you need to meet your regulatory requirements. In addition to requesting… Read more »
How Do I Request Upload/Download Permissions?
Need to grant upload/download permissions in CU*BASE to one of your employees? Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form. You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature… Read more »
Rescheduled: Join Us for a Conversation On Instant Payments
The following Conversations on Instant Payments session was originally scheduled for August 20th. We have since rescheduled this event for Thursday, September 11th. If you previously signed up for this event, there is no need to register again, as your registration has been automatically carried over to the new session. If you have not yet registered… Read more »
Take a Look at the CU*Answers University Courses for September!
Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in August! Use the button below to check them out now. Learn More
Standard Teller Techniques
During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. To learn more and begin your registration, please use the button below. Register Today
Get Ready for the Next Collections Roundtable
Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CBX processes. This quarter’s event will be hosted virtually. Use the button below to sign up for one of the sessions (or both!). Register Now
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