RELEASE 11.4 AND 11.5 CLIENT TRAINING- PUBLISHED 12/13/11.
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Transcript of RELEASE 11.4 AND 11.5 CLIENT TRAINING- PUBLISHED 12/13/11.
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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
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THANK YOU FOR ATTENDING!