Built to work with CBX, ready when you are.
CBX Core Value Add-Ons
Your core system handles the essentials. These add-ons take it further, with digital document management, online account-opening software, compliance monitoring, and more. They’re built to work with CBX, available through your cooperative network, and supported by CU*NorthWest, so you don’t have to coordinate with multiple vendors.
Online Membership & Applications
Many credit unions want to let members and prospects open accounts, apply for loans, and start their membership entirely online — without adding a third-party fintech. This add-on is built directly into CBX and your online and mobile banking software, so applications flow straight into your core system without manual re-entry.
What this add-on covers
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Online membership opening
Prospective members can apply for a new membership through your credit union’s website or mobile app, with the application feeding directly into CBX.
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Online loan applications
Members can submit loan requests digitally, giving your team a complete application to review without re-keying data from paper or email.
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Self-service account requests
Members can request new share accounts or certificates through their online banking portal, reducing lobby traffic and phone volume.
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Core-connected processing
Every application connects to your core system automatically, so your staff can review, approve, and process from the same tools they already use.
You don’t need another vendor for this
Most credit unions assume they need a separate fintech vendor for online account opening software or digital loan applications. With CBX, it’s already built in. This add-on activates capabilities that are part of your core — you’re not buying a separate product or managing another vendor relationship. CU*NorthWest handles setup, configuration, and support so your team can focus on serving members.
Document Imaging & Storage
Paper-heavy processes slow your team down and create compliance risk. This add-on gives you a centralized imaging vault that works with your core system, so every document — from loan files to signature cards — is stored, organized, and accessible from within CBX.
Key capabilities
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0.257 22.049 0 21.408 0 20.641 L 0 2.692 C 0 1.925 0.257 1.285 0.771 0.771 C 1.285 0.257 1.925 0 2.692 0 L 27.308 0 C 28.075 0 28.715 0.257 29.229 0.771 C 29.743 1.285 30 1.925 30 2.692 L 30 20.641 C 30 21.408 29.743 22.049 29.229 22.562 C 28.715 23.076 28.075 23.333 27.308 23.333 Z M 2.692 21.667 L 20 21.667 L 20 1.667 L 2.692 1.667 C 2.436 1.667 2.201 1.773 1.987 1.987 C 1.773 2.201 1.667 2.436 1.667 2.692 L 1.667 20.641 C 1.667 20.897 1.773 21.133 1.987 21.346 C 2.201 21.56 2.436 21.667 2.692 21.667 Z M 21.667 21.667 L 27.308 21.667 C 27.564 21.667 27.799 21.56 28.013 21.346 C 28.227 21.133 28.333 20.897 28.333 20.641 L 28.333 2.692 C 28.333 2.436 28.227 2.201 28.013 1.987 C 27.799 1.773 27.564 1.667 27.308 1.667 L 21.667 1.667 Z M 24.519 6.154 L 25.481 6.154 C 25.66 6.154 25.817 6.087 25.952 5.952 C 26.086 5.817 26.154 5.66 26.154 5.481 L 26.154 4.519 C 26.154 4.34 26.086 4.183 25.952 4.048 C 25.817 3.913 25.66 3.846 25.481 3.846 L 24.519 3.846 C 24.34 3.846 24.183 3.913 24.048 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Imaging vault
A secure, centralized repository for scanned documents, member files, and transaction records that connects directly to your core system.
Core-linked filing
Documents attached to member records, loan files, and account histories inside CBX, so your team doesn’t have to search across separate systems.
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Searchable archives
Find any document by member, account, date, or document type without digging through file cabinets or shared drives.
Compliance-ready storage
Retention policies and audit trails are built in, helping your team meet examiner expectations for document management without extra manual tracking.
One place for every document
Credit union teams that manage member documents across multiple systems — email attachments, shared folders, filing cabinets — spend more time searching than serving. A core-connected imaging vault puts everything in one place, tied directly to the member record. When an examiner asks for a specific file, your team can pull it up in seconds instead of hours.
Digital Forms
CU*Forms replaces paper-based workflows with digital forms that connect to your core system. Your team can collect member information, process requests, and capture signatures — all without printing, scanning, or manually entering data into CBX.
What CU*Forms does
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Core-connected digital forms
Forms pull member and account data directly from CBX, so fields are pre-filled and your team doesn’t re-key information that’s already in the system.
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In-branch signature capture
Members can sign forms on a signature pad or tablet during their visit, eliminating the need to print, sign, scan, and file paper copies.
Custom form creation
Build forms for any process — new accounts, address changes, disclosures, consent forms — using templates or starting from scratch.
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Automated filing
Completed forms are automatically stored in the imaging vault and linked to the member’s record, so nothing falls through the cracks.
Less paper, fewer errors, faster service
Every paper form your team prints is a form that has to be signed, scanned, filed, and eventually shredded. CU*Forms cuts that cycle down to a few clicks. Because forms pull data from the core, you’re also reducing the re-keying errors that come from manually copying member information between systems. It’s a straightforward way to modernize daily workflows without a major technology overhaul.
E-Signatures & Digital Documents
eDOCSignature lets your credit union collect legally binding electronic signatures and manage digital documents — whether members are in the branch, at home, or on their phone. It works with your core system and imaging vault so signed documents are stored and linked automatically.
What eDOCSignature covers
Electronic signature capture
Collect legally binding e-signatures for loans, account openings, disclosures, and any document that requires a member’s consent.
Remote signing
Members can review and sign documents from anywhere — no branch visit required. Documents are delivered digitally and returned signed, with a complete audit trail.
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In-branch digital signing
Replace wet-ink signatures at the teller line or loan desk with electronic signature pads that connect directly to your document workflow.
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Automatic document storage
Signed documents are filed automatically in your imaging vault and linked to the member record in CBX, so your team never has to manually scan or file a signed form.
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Audit trail and compliance
Every signature includes a timestamped, tamper-evident record that meets regulatory requirements for electronic signatures.
Sign anywhere, file automatically
The shift to digital signatures isn’t just about convenience — it’s about removing an entire chain of manual steps from your team’s day. When a member signs electronically, that document doesn’t need to be printed, physically signed, scanned, and filed.
It goes straight from signature to storage, linked to the right member record. For credit unions that process dozens of loan closings or account openings each week, that adds up to real time savings.
Compliance & Audit Monitoring
Staying ahead of compliance requirements and fraud risk is a daily reality for credit union teams. AuditLink provides abnormal activity monitoring, compliance tracking, and audit-readiness tools that work alongside your CBX core system — giving you visibility into risk areas before they become findings.
What AuditLink provides
Abnormal activity monitoring
Automated monitoring flags unusual transactions, access patterns, and account activity so your team can investigate early rather than react after the fact.
Audit preparation support
Tools and reports designed to help you stay ready for examiners, with documentation and data that align with common audit requirements.
Compliance tracking
Monitor regulatory obligations and internal policies from one place, so nothing slips through the cracks between exam cycles.
Risk reporting
Summary reports and dashboards that give leadership and board members a clear picture of your credit union’s risk posture without requiring a dedicated compliance analyst.
You don’t need a compliance department to stay ahead of your examiners.
Compliance confidence without a dedicated team
Most credit union teams don’t have a full-time compliance officer, and they definitely don’t have a fraud analyst on staff. AuditLink fills that gap by automating the monitoring and reporting that would otherwise require specialized expertise or manual spreadsheet tracking. Your team gets the visibility examiners expect, and your leadership gets the risk reporting the board needs — without adding headcount.
Add-Ons FAQs
Still have questions? Talk to a CBX specialist
Do I need to purchase these add-ons separately from CBX?
Yes, these are optional add-ons that aren’t part of your standard CBX monthly fee. However, they’re built to work with your core system and priced for credit unions — not enterprise banks. Most are minimal additional cost, and CU*NorthWest handles setup and support so there’s no extra vendor to manage.
Can my members sign documents and open accounts without visiting a branch?
Yes. The online membership and applications add-on lets prospective and current members submit applications digitally, and eDOCSignature enables remote electronic signatures from any device. Both connect directly to CBX, so your team processes everything from the same system.
How do these add-ons connect to our core system?
Each add-on is designed to work with CBX directly. Data flows between the add-on and your core without manual re-entry — forms pull member data from CBX, signed documents file automatically, and applications feed into your existing workflows. CU*NorthWest configures the connection during setup.
What if we only need one or two of these — do we have to buy all of them?
No. Each add-on is independent. You can activate the ones that make sense for your credit union now and add others later as your needs evolve. There’s no bundled package requirement.
Who supports these add-ons if something goes wrong?
CU*NorthWest is your single point of contact. Even though some of these tools are built by partners in our cooperative network, you don’t have to call multiple companies. You call CU*NorthWest, and we coordinate with the right team to resolve the issue.
Ready to see what these add-ons can do for your credit union
Whether you’re looking to go paperless, open accounts online, or strengthen your compliance posture, we can walk you through the options that fit your credit union’s needs.
