The electronic workstation for credit unions
Tailored specifically for credit unions, CreditUnionPro™ 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 CreditUnionPro™?
With the click of a mouse, CreditUnionPro™ 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. CreditUnionPro™ does it all — in one powerful system.
That’s why American Bank Systems’ CreditUnionPro™ is an industry leader in automated document management. Contact us today to schedule a free demo.
What are CreditUnionPro™ Elite’s primary features?
CreditUnionPro™ 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 CreditUnionPro™ program
CreditUnionPro™ Exact: The Exact offers all these advantages without the imaging function. Ideal for credit unions that only want a comprehensive exception tracking system.
May be used with or without the BankManager® 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.
Trust Module — an electronic filing system designed specifically for trust departments. The module stores customer information and images but is completely separate from the main loan and deposit image system for privacy reasons.