11.3 Release Training
Online Credit Unions: September 18, 2011
CU*NorthWest/CU*South: September 25, 2011
Self Processing CUs: October 3-4, 2011
Published: September 15, 2011
New GOLD Search and Menu Option
Descriptions
 Full Featured “GOLD” Search
 Find Out What CU*BASE Does – Before You Select It
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CTR Forms Direct from CU*BASE
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New/Closed Accounts Dashboard
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“Learn from a Peer” New Fee and Tiered
Service Configuration Comparisons
 New “Learn from a Peer” Comparison Style –
Compare Several Credit Unions at Once
 Additional Fee Configuration Comparisons Available
 “Learn from a Peer” Tiered Service
Configuration Comparison
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Enhancements to the Tiered Service
Program
 Setting the Stage for Future Development
 “Reward” Points with Expiration Features
 Save a Stamp! Market Your Rewards Program via
Regular Statements
 New Ways to Market Your Tiered Service Program
Online to Members
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Member Selected Printed Statement
Styles
 Increase the Value of Your Member’s Most Basic
Communication
 Market Statement Styles Online
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Next Suggested Product
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Daily Lending Efficiencies
 Business Unit
 Changes to Loan Queue and Activity Tracking
Dashboard
 Product Code Now Saved with Application
 Easier Access to Lending Dashboards by
Management
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“Top 10” Lending Report Enhancements
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Business Unit
Export to File
Include/Exclude Written Off Loans
Multiple Select button
Participation Lending Enhancements for Reports
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Participation Lending Rewrite
 New Menu! Participation Loan Processing (MNPART)
 Enhanced 360 Loan Support
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Credit Card Enhancements
 Credit Card and ATM/Debit Options Now on the
Same Menus
 Improved Maintenance and Order Features
 Offer Credit Cards Online
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“Route One” to Attract More Indirect
Members
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Loan Underwriter Approval Limits
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Off Trial Balance (OTB) Enhancements
 Members Can Now View OTB Information Online
 Pay OTB Accounts via Miscellaneous Receipts
 Payments via Online Banking
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And more…
 Coming Soon: Mobile Text!
 Check Processing Now Consistent with ACH
Processing for Stop Payments
 Social Security Number Search Returns to Inquiry
Phone and Teller
 Indicator Shows that Privacy Controls are “On”
 Automated ANR Scoring Lowers ANR Levels
 Rate Benefit Consistent with Dividend Payment
 Menu/Speed Sequences Get an Update
 Check out over two pages of Miscellaneous Items!
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Questions?
 How can I share this information at
my credit union to further train staff?
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Digging Deeper
 Resources available
– http://www.cuanswers.com/client_reference.php for
CU*BASE reference materials
– http://www.cuanswers.com/client_reference_itsme.php
for It’s Me 247 reference materials
– http://www.cuanswers.com/doc/gold/gold.htm for
CU*BASE GOLD online help
– http://www.cuanswers.com/doc/stepbystep/stepbystep.ht
m#welcome.htm for Show Me the Steps Help
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Thank you for attending!
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