Best Practices
- CU*BASE Audit/Exam Resources
- Account Verification/Statement Audit Process & Procedure
- Best Practice for Handling Loan Write-Offs & Charge-Offs
- Best Practice for Handling Repossessions
- Best Practice for Recovery Payments
- Best Practices For Adding Trackers to Charged Off Checking Accounts & Recovery Payments
Knowledge Base
- Video of the Week: Assigning a Delinquent Loan Account to a Collector
- Common Industry Acronyms
- 2020's 1099-MISC changes and the new 1099-NEC form
- When I post a vault transfer, I used to get a report that printed out on my receipt printer. That no longer happens - where does that report go now?
- Loan Collateral Configuration and Tracking
- Request a Check Withdrawal in Online Banking
Commonly Requested Forms
- CU*SOUTH Due Diligence Documents
- Where Can I Find a CU*BASE User Request Form?
- Where Can I Find an iShield Request Form?
- Due Diligence Packet Update
- Month-End Processing Verifications
- Exavault Outline and Policy & Agreement Form
Frequently Asked Questions
- How to Follow Alerts & Client News
- CU*BASE Employee ID Password Reset
- CU*BASE Username Password Reset
- How Do I Sign Into Zendesk to View/Update My Tickets?
- How do I locate my Workstation ID?
- I am transitioning to Tool # 1375 for my data transfers, what information do I need to know?