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RELEASE 11.4 AND 11.5 CLI ENT TRAINING - PU B LISHE D 12/13/11

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Page 1: RELEASE 11.4 AND 11.5 CLIENT TRAINING- PUBLISHED 12/13/11

RELEASE 1

1.4 A

ND 11.5

CL I E

NT

TR

AI N

I NG

- PU

BL I S

HE

D 1

2/ 1

3/ 1

1

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CONCENTRATION RISK ANALYSIS

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PACKAGING LOANS FOR SALE

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MEDALLION COLLATERAL TYPE

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PARTICIPATION LOAN INQUIRY

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COLLATERAL ENHANCEMENTS

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ADVERSE ACTION NOTICE

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CREDIT SCORE HISTORY DASHBOARD

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EASYPAY POWERED BY IPAY FOR MOBILE WEB

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BATCH UNENROLLMENT FOR E-STATEMENTS

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USER ID INQUIRY AND HISTORY

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END OF MONTH FILE NAME ADDED TO DATABASE INQUIRY SCREEN

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LEARN FROM A PEER – CD RATE DASHBOARD

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MONEYDESKTOP

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AND MORE – MISCELLANEOUS

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HOW CAN I SHARE THIS WITH MY STAFF?

How can I share this information at my credit union to further train staff?

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DIGGING DEEPER

Resources available http://marketing.cuanswers.com/2011/12/05/its-me-247-text-ban

king-collateral/ for Mobile Text Banking collateral

http://www.cuanswers.com/client_reference.php for CU*BASE reference material

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.htm#welcome.htm for Show Me the Steps Help

http://www.cuanswers.com/client_reference.php
http://www.cuanswers.com/client_reference.php
http://www.cuanswers.com/client_reference.php
http://www.cuanswers.com/client_reference_itsme.php
http://www.cuanswers.com/doc/gold/gold.htm
http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#welcome.htm
http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#welcome.htm
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THANK YOU FOR ATTENDING!


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