Latest News

It’s Almost Time for a Dashboard Dive: Collections Dashboard

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Join Annalyn Hawkes and Thomas Hull of the Asterisk Intelligence Team at
CU*Answers for a Dashboard Dive!

With the Collections Dashboard, you can view member accounts in your credit union’s
Collections file, which is refreshed on a daily basis.  As you work on the items in this list,
you can mark them with the current month and day, and that date will remain on the
account even after the list is refreshed.

Friday, June 23

12:00 PM – 1:00 PM PT

Don’t forget: if you would like to help co-host one of our Dashboard Dive
sessions, you can earn a $25 gift card!  Click here to learn more.

Join Us for the June Tricks of the Trade Webinar!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Scheduled for Tuesday, June 27 from 12:30-1:00 PM PT, the interactive and
engaging June Tricks of the Trade webinar will give you an in-depth look at
documentation related to 17.05 release enhancements to Automated
Non-Returns, Miscellaneous Account forms and the new Reassigning
Tracker Follow-ups feature.

You can add this webinar to your calendar by double-clicking the calendar
attachment.

Attending is easy! No registration is required for this drop-in webinar. Simply
join the webinar a few minutes before it begins and enter this password: tricks.

To get an in-depth look at documentation discussed in the webinar as well as other
documentation on related topics, check out the June Tricks of the Trade newsletter.

Click here to peruse previous Tricks of the Trade newsletters and to see the dates
and times for upcoming webinars.

Lender*VP Forms is ready to assist with Military Lending Act (MLA) credit card form changes

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Do you have credit card forms mapped in CU*BASE?

This is a reminder that the Military Lending Act (MLA) compliance effective date
for credit card accounts is October 3rd, 2017.  Please be sure to check with your
forms vendor to verify your credit card forms are in compliance.

You can also reach the Lender*VP Forms team by phone!

1-800-327-3478

Nick ext. 578 or Tom ext. 251

Jump into a Dashboard Dive: Collections Dashboard

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Join Annalyn Hawkes and Thomas Hull of the Asterisk Intelligence Team for
a Dashboard Dive!

With the Collections Dashboard, you can view member accounts in your credit union’s
Collections file, which is refreshed on a daily basis.  As you work on the items in this list,
you can mark them with the current month and day, and that date will remain on the
account even after the list is refreshed.

Friday, June 23

12:00 PM – 1:00 PM PT

Don’t forget: if you would like to help co-host one of our Dashboard Dive
sessions, you can earn a $25 gift card!  Click here to learn more.

ProDOC Upgrade coming on 6/20

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

On the morning of 6/20/17, ProDOC 7.3.5.19 will be released to CU*Spy Images clients
utilizing eDOCSignature for eSigning.  This update addresses the previously discovered
problem of eSign documents failing to complete.

When your staff launches ProDOC, they will be prompted to upgrade.  Clicking ‘Yes’ will
start the upgrade, then restart ProDOC when it’s complete.  If you encounter any errors,
please contact CU*NorthWest Technical Services at 866.922.7646 Opt. 2.

Join Us for a FREE Education Express Webinar!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Wednesday, July 19

11:00 – 11:30 AM PT

This Month’s Focus

Imaging Due Diligence

Join us for a refresher on how to carry out Imaging Due Diligence processes, including:

  • How to properly verify that edocuments have been saved in iDoc
  • Verifying that edocuments are tied to a name and/or account number

Don’t miss this FREE webinar!

Throwback Thursday: My Community

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Credit unions don’t just serve their members, they also give back to their local communities.
Members volunteer, they participate in the democratic process, and they help determine
how credit unions can best serve their needs along with those of their community.

How is your credit union involved with local organizations?  How are you engaging with your
community this summer?

Don’t forget – this video can be branded with your credit union’s logo, for
marketing and promotional use!

It’s Almost Time for a Dashboard Dive: Loan Queue Activity Tracking/Loan App Monthly Stats Comparison

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Join Keegan Daniel, VP of Professional Services for a Dashboard Dive!

This ‘Statistical Dashboard’ for Loan Department Activity provides a view of your lending
team’s output at any time during the month.  It can help you to determine the total number
of applicants by delivery channel, total applications that are pending, denied, closed or
withdrawn at the end of the month and the dollar amounts associated with each, as well as
the number of days between application to approval, and more.

Tomorrow, June 15

12:00 PM – 1:00 PM PT

Don’t forget: if you would like to help co-host one of our Dashboard Dive
sessions, you can earn a $25 gift card!  Click here to learn more.

Quick Tip: National Shared Branching Configuration

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Want More National (Co-Op) Shared Branching Control?

You’ve Already Got It!

Last year, the 16.10 CU*BASE release introduced new features that allow for more control over
your member’s National (Co-Op) Shared Branching activity, including deposit/withdrawal limits,
and a new member activation waiting period!

  • Want to limit potential high dollar fraud? Simply choose the amount and number of
    transactions members are allowed daily via shared branching.
  • Want to vet new members before allowing them to use shared branching locations? CU*BASE
    can do that! You can block new members from using shared branching anywhere from 1-99
    days.

Check out the Online Help explanation of these features for further details, and contact
a representative today
to tailor your configuration just for you.

Xtend Shared Branching Participants:

Although these restrictions aren’t applied automatically for Xtend Shared Branching users, you are still
able to control a member’s access to shared branching services by manually setting the “Allow Shared
Branch Transactions
” flag in Tool #20 Update Membership Information.

Action Required: Annual Xtend Shared Branching Updates & Policy Manual

Attention all Xtend Shared Branching Participants
Notice: Updated Policy Guide Effective June 1, 2017:

The Xtend Shared Branching Committee has updated the Shared Branching Policy Manual.  The changes made can be reviewed on the first page of the manual.  The
manual can be found on the Xtend Shared Branching web page.

You can click on the link, or copy and paste it into your browser, or simply navigate to the Xtend Shared Branching Reference Material Page.

Action Required: Annual Location and Contact Information Update – DEADLINE: June 15, 2017

As part of our annual verification process, we ask each Xtend Shared Branching Location to verify location & contact information once each year. To complete this task you must complete the Shared Branching Update Form. Even if your information is accurate, you do need to complete the form.

You can send location updates or contact updates to us year round by visiting the Xtend Shared Branching Marketing Page (Located Here).

Action! – Verify Location(s) & Contact Information. Here are the steps:

1)      Visit the following site: https://www.xtendcu.com/solutions/shared-branching/marketing-materials/
2)      Click open the Xtend Shared Branching Brochure found on this site. Locate your credit union and verify the address(s) and location(s) within the brochure.
3)      Have changes? Need to add/delete a location? No changes needed at all? GREAT! Simply complete the form on the Shared Branching Marketing Materials Page. We will also need your credit union contact names. You can see the current contact names by visiting the following page: https://search.xtendcu.com/contacts/network/great_lakes
4)      Submit! Deadline to submit updated information is June 15, 2017.

On July 6 you will be able to order your new brochures and posters for the 2017-2018 year. You will receive a notification email on that date.  We encourage you to wait until July 6 to order, as the new marketing material will not be available until that date.
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Have further questions? Contact us at info@xtendcu.com or call us at 616-285-5711 x 313.