CU*Chat

In today’s world, you can chat with a representative about almost anything: while shopping online, asking questions about a product, checking the status of your order, etc. The theme in today’s world is instant gratification, no one wants to wait on hold to have their question heard or get the answers they need! So, how are you keeping up with that for communication with your members about their loan applications?

CU*Chat is a product that can help your credit union match the expectations of easy and fast communication in the marketplace, while helping loan officers save time, and keeping personal information secure.

In partnership with eDOC Innovations, CU*Chat will be built right into the loan application workflow in CBX and allow your loan officer to initiate a text (or email) to the member’s phone letting them know they need to chat with them about their loan application. Through the secured chat portal, they will be able to exchange information, have ongoing conversations, and send any documentation needed to approve and close the loan. Any documents that the member sends in the chat (proof of income, proof of insurance, etc) will automatically be saved with the package associated with the loan – talk about saving time! And for auditing purposes, the full chat history will save with the loan docs as well.

We are excited to share that this feature is being targeted for release in May 2026! If you have questions about CU*Chat and where we are going to put it in CBX next, please reach out to lendervp@cuanswers.com.

Must be an eDOC Signature client utilizing an enhanced online vault or in house eDOC vault to use CU*Chat.