The electronic workstation for credit unions
Tailored specifically for credit unions, CreditUnionElite banking software streamlines your daily operations, allowing you to focus on serving your members. This sophisticated member account and loan document management system creates a seamless platform that transfers and integrates your electronic documents, collateral, member information and electronic signatures form existing loan and deposit systems.
Why do so many small and mid-sized credit unions choose CreditUnionElite?
With the click of a mouse, CreditUnionElite automatically sets up a new loan/deposit member file, establishes the collateral tracking requirements and files the documents in e-folders. No manual setup or data entry is required. CreditUnionElite does it all — in one powerful system.
That’s why American Bank Systems’ CreditUnionElite is an industry leader in automated document management. Contact us today to schedule a free demo.
What are CreditUnionElite Elite’s primary bank software features?
CreditUnionElite workstation – a comprehensive workstation for lenders and member service representatives that puts necessary information at everyone’s fingertips
Imaged documents – eliminates the need for filing cabinets by maintaining documents electronically and retrieving them with the click of a button
Seamless platform operation – creates a seamless document preparation platform that sets up member files, collateral tracking and supporting electronic records in one location
Collateral/Exception tracking – transfers member loan and deposit information, data on loan collateral and electronic images into a single file that makes it easier to track inconsistencies
Search Function – cuts time searching for records by listing members on a drop down menu and accessing files with the touch of a mouse.
Exception reporting – incorporates a flexible reporting function that creates client-ready letters and notices
Management reports – streamlines the amount of time spent managing by generating easy-to understand loan collateral and policy reports for senior management and board of directors
Examination preparation – creates a snapshot of member information that can be exported to external media for off-site examiner reviews
E-mail documents – simplifies customer service by creating loan and deposit documents that can be e-mailed directly from the CreditUnionElite program
CreditUnionElite Exact: This bank software offers all the same advantages of Elite without the imaging function. Ideal for credit unions that only want a comprehensive exception tracking system.
May be used with or without the CreditUnionElite system
Accounts Payable — an electronic file for all accounts payable documents that must be processed by the accounting department. Smart workflow technology sends the right documents to different departments for approval.
Human Resources — stores all paperwork needed to document employees. The system incorporates a tracking module that alerts HR to important dates or when documents are needed. The system also has a training module that tracks and schedules employee training.