Every CU*BASE Release. . . enhances the features and functionality of our core software. The changes in this release are extensive and affect many related processes.  The 11.3 CU*BASE Release has something for all the teams in your credit union!  

Release Highlights

• Management: New/Closed Account Dashboard and Lending Dashboards, Learn from a Peer
• Marketing: Tiered Service Updates, Member Selected Statement Styles, Next Suggested Product
• Lending: Daily Lending Efficiencies, Top Ten Lending Reports, Participation Lending Rewrite, Credit Card Enhancements, Route One, Loan Underwriter Approval Limits, OTB Enhancements
• Auditing: Automated CTR Forms
• General: GOLD Search

Release Training

We offer two Release training opportunities in September, one on the 8th and one on the 14th.  There are also two Participation Lending classes.  All classes are in the afternoon as an  accommodation for all time zones.  Web conferences are a convenient way for your employees to congregate and learn together as a team.       

True to its title this new method of learning is geared to the person who learns best by 'doing'. 

There are two workbooks:

1) Member Services

2) Teller 

http://cuanswers.com/client_education_exercises.php

These workbooks were designed to use in conjunction with Bedrock, our Training credit union.  If you don't know the the login assigned to your credit union, please contact our Client Services Department at 1-800-327-3478.