Discover the CUBG Dashboard – Recording

Description

Duration: 61 minutes

Join CUBG for a special webinar overview of our new client Dashboard – your one‑stop, secure platform for submitting, tracking, and managing all your CUBG service requests.

In this session from March 4, 2026 we walk through the Dashboard’s features designed specifically for our credit unions, including:

• Centralized Request Management – Submit requests for underwriting, documentation, annual reviews, appraisal reviews, and third‑party services all in one unified location.
• Real‑Time Status Tracking – Monitor the progress of your requests as they move through production to keep your team informed and aligned.
• Direct Access to Loan Servicing Tools – Quickly navigate to CUBG’s servicing portal for post‑closing support.
• Education & Training Opportunities – See upcoming CUBG training sessions and events right from your Dashboard.

This webinar is an ideal opportunity for your lending, servicing, and operations staff to gain an understanding of how the Dashboard can enhance efficiency, improve transparency, and simplify your interactions with CUBG.
 

 
Purchase Terms & Conditions
This information is confidential and for use by your credit union only as a client of CU Business Group. 
After the order is approved, you’ll receive an email with links to download the education materials. After you download, you will be able to save the files to your shared network and use the training for your credit union going forward.