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 share these with your staff!
Knowledge Base Topics
- What tools can I use to assist in reporting delinquency on the 5300 Call Report? Click here to view this NEW topic! (KB 5534)
- What can Loan Classification Codes be used for? Learn more abou this NEW topic! (KB 5533)
- I’m looking for a specific report for indirect loan data, sorted by dealer. Is this something I can find in CU*BASE? Check out this updated topic! (KB 4903)
OnDemand Video
Looking for a quick way to show your staff how they can work a member follow-up in CU*BASE? Check out this video from our Show Me the Steps series!
Reference Guide
Our NEW booklet, HDMA Tools in CU*BASE, details the entering and maintaining of HDMA data, as well as the downloading of your HDMA LAR report. Also included are helpful HDMA resources – click here to check out the booklet!