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RELEASE 11.4 AND 11.5 CLIENT TRAINING- PUBLISHED 12/13/11.

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Presentation on theme: "RELEASE 11.4 AND 11.5 CLIENT TRAINING- PUBLISHED 12/13/11."— Presentation transcript:

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

2 CONCENTRATION RISK ANALYSIS

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11 PACKAGING LOANS FOR SALE

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27 MEDALLION COLLATERAL TYPE

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37 PARTICIPATION LOAN INQUIRY

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42 COLLATERAL ENHANCEMENTS

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44 ADVERSE ACTION NOTICE

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52 CREDIT SCORE HISTORY DASHBOARD

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57 EASYPAY POWERED BY IPAY FOR MOBILE WEB

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62 BATCH UNENROLLMENT FOR E-STATEMENTS

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65 USER ID INQUIRY AND HISTORY

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69 END OF MONTH FILE NAME ADDED TO DATABASE INQUIRY SCREEN

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74 LEARN FROM A PEER – CD RATE DASHBOARD

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82 MONEYDESKTOP

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84 AND MORE – MISCELLANEOUS

85 HOW CAN I SHARE THIS WITH MY STAFF? How can I share this information at my credit union to further train staff?

86 DIGGING DEEPER Resources available  http://marketing.cuanswers.com/2011/12/05/its-me-247-text-banking- collateral/ for Mobile Text Banking collateral http://marketing.cuanswers.com/2011/12/05/its-me-247-text-banking- collateral/  http://www.cuanswers.com/client_reference.php for CU*BASE reference material http://www.cuanswers.com/client_reference.php  http://www.cuanswers.com/client_reference_itsme.php for It’s Me 247 reference materials http://www.cuanswers.com/client_reference_itsme.php  http://www.cuanswers.com/doc/gold/gold.htm for CU*BASE GOLD online help http://www.cuanswers.com/doc/gold/gold.htm  http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#welcome.htm for Show Me the Steps Help http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#welcome.htm

87 THANK YOU FOR ATTENDING!


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