Successful Conversions
The Conversion Team is here to guide your credit union team through a successful conversion. Below are some product recommendations that the Conversion Team encourages all Credit Unions on the CU*BASE platform to consider.
There is a lot here to take in. Your Conversion Coordinator will help guide the way.
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Lender*VP delivers to your credit union a team of experienced lending professionals that will take over the task of driving the success of your loan department. At the time of your conversion, their services and tools will provide the credit union to ability to ensure your team is ready to help members with ease and stay competitive in the fast-paced lending environment. Services range from a variety of loan delivery channels, auto decisioning, valuation tools, and more.
Retailer Direct
$1,500.00
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Credit Score Batch Soft Pulls
Quote Provided
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TruStage Protection Advisor Integration
$500.00
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FUEL Decision Model
$3,500.00 / one time fee
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(Forecasted Underwritten Express Lending)I Want to Partner with CUDL
$3,000.00 / one time fee
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Kelley Blue Book Vehicle Valuation
$35.00 / monthly
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Frost VisualGAP Integration
$500.00
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Fannie 3.2 Application Import – Accenture Mortgage Cadence
$100.00
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Fannie 3.2 Application Import – Calyx Point
$100.00
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SavvyMoney
$1,000.00
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Kasasa Loan Application Export
$100.00
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I Want to Partner with DealerTrack
$750.00
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QualiFile Risk Assessment Scans
$500.00
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I want to partner with LoansPQ
$15,000.00 / one time fee
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I want to partner with Sync1
NADA Vehicle Valuation
$60.50 / monthly
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I Want to Partner with RouteOne
$750.00
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The Internet Retailer Support Center (IRSC) is a CU*Answers online store for credit union virtual channel project managers. Here you’ll find all your digital strategy products to launch your services successfully at conversion. Services range from mobile app with RDC, our online banking CU*Publisher toolset, MOP (membership opening process), and more.
Pay Anyone
$1,250.00 – $1,500.00
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This product has multiple variants. The options may be chosen on the product page
Add MACO to your Mobile App
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MOP (Membership Opening Process)
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MAP (Membership Application Process)
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IM247 Desktop
$15.00 – $50.00 / monthly
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This product has multiple variants. The options may be chosen on the product page
IM247 Mobile
$50.00 / monthly
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CU Info
$20.00 / monthly
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Mobile Alerts
$50.00 / monthly
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Form Generator
$50.00 / monthly
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Add RDC to Mobile App
Quote Provided
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Add Manage My Cards and Transaction Activity Alerts to Mobile App
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Add eStatements to Mobile App
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Imaging Solutions delivers solutions for your eDocument and imaging needs ranging from eSign, check Images from CU*BASE inquiry, eStatement accent colors, enhanced imaging solutions, data archival options, and more. These option fit hand in glove at conversion and beyond with your core processing tools to make your imaging solution an integral part of your day-to-day operations.
eStatement Accent Colors
$500.00 / one time fee
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Data Archival Options
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I Want an Enhanced Online Vault
$250.00
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Virtual StrongBox
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eSignature Setup
Looking to upgrade your existing website or have one built? Our Web Services team looks forward to working with your team as you gear up for your conversion to make your website the best it can be with our mobile responsive sites that work on any device. We also offer online banking widgets to direct your members to their new online banking experience.
Online Banking Login Widget
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WordPress Hosting
$125.00 – $150.00 / monthly
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This product has multiple variants. The options may be chosen on the product page
Has your team always been interested in data analytics and warehousing? Conversions is the perfect time to start analyzing your data so you can make the most of your membership information and expand your membership relationships. Let our Asterisk Intelligence team help your credit union accomplish your strategic goals using your data today!
Analytics Booth
$0.00 – $150.00 / monthly
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This product has multiple variants. The options may be chosen on the product page
Data Warehouse
$1,000.00
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Our Audit Link teams offers a variety of services that can be used right at conversion, including daily log management, automated CTR uploads, vendor management, and more. They work to reduce the added work imposed by regulations and compliance. Let our team perform your daily monitoring work and free up your team to serve your members!
Abnormal Activity Monitoring: Member Group Booklet
Free!
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Transaction Pattern Configuration
$0.00 – $2,680.00
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This product has multiple variants. The options may be chosen on the product page
Abnormal Activity Monitoring Transaction Patterns: A Guide for Change Management and Data Governance
Free!
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Abnormal Activity Monitoring – Full Service
Daily Log Management
$105.00 – $315.00
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This product has multiple variants. The options may be chosen on the product page
Vendor Management
Quote Provided
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Abnormal Activity Monitoring One-Time Configuration
$500.00
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Automated CTR Uploads
$10.00 / monthly
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Tired of stuffing notices in envelops when you could be helping members? Vendor printed notices is just once of the services our OpsEngine brand can assist your with at conversion. Explore the links below for their services.
Does your credit union have a disaster recovery plan? Does your team need business continuity awareness training? Our Business Continuity team can help your team develop and test your plan along with reviewing your incident response procedures. You don’t even have to wait until the conversion and can start using these options today!
Business Continuity Tabletop Exercise
$250.00
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Business Continuity Plan Development
$2,500.00
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Business Continuity Plan Testing
$750.00
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Incident Response Awareness Training
$500.00
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Incident Response Plan Development
$2,000.00
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Incident Response Plan Testing
$750.00
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