As a service to CU*BASE processed credit unions, CU*Answers maintains a contractual relationship with Sage Direct for providing laser statement print and mailing services. Currently the costs that are passed through to clients represent a direct pass-through fee, while several other fees, including processing and paper costs are absorbed by the cooperative CUSO. As of the September 2020 statement period, YS Federal Credit Union will now use Sage Direct as their preferred statement vendor.

Stephanie Raven, Client Services and Education Team, said, “The statement vendor switch project went very smoothly and the September 2020 statements for YS Federal Credit Union were verified and sent to Sage Direct on October 1, 2020.”

This relationship provides a level of automated service that allows the credit union to enter mailing instructions through a CU*BASE menu option. This includes the name and number of inserts, when they should arrive at the mailing center, the cutoff date for mailing without the insert, when they should arrive at the mailing center, the cutoff date for mailing without the insert, and the contact name at the credit union for verification. This information is forwarded to Sage Direct each month to verify the items received and allows CU*Answers to monitor the process from statement creation through mailing.