blog

Blog

DoubleDutyGBS

With Sharetec’s Web Member Services feature, your Credit Union can conveniently do double duty.  This handy business tool allows you to offer both members and non-members the ability to apply for loans through your Credit Union website. And as non-members apply for their Credit Union membership, they can simultaneously submit a loan application―making the online process twice as nice for applicants and Credit Unions alike.

Sharetec’s Online Member Services application allows your existing members to easily apply for loans, shares, share drafts and even certificates of deposit online. They simply sign into their home banking site and apply for their loan and/or share products of choice. And because non-members can apply for their membership, loans and share accounts concurrently, your staff and your potential members will both save precious time. Once applications are completed, they are immediately forwarded to a loan officer or member services representative for review. Since the Sharetec application is online, reviewers will not have to re-key any of the information, which saves even more valuable time.

Additionally, Sharetec’s customization capabilities enable you to choose the look and feel of your online application page to make it truly unique. Your staff can select which products to feature for your applicants’ consideration, as well as how much information will be required through the application process. 

By taking advantage of the benefits and capabilities of Sharetec’s Apply Online feature, your Credit Union will have the potential to capture a larger share of the loan and the membership market—now that’s double duty that can truly work to your advantage! 
 SIGNiX sm
SIGNiX Remote Electronic Signature Capture offers the option to allow remote signature capture on Loan and Membership documents. With just a few clicks, properly formatted documents can be sent via email anywhere in the world. After a few ID verification steps, members can electronically sign and return their documents.

Benefits
  • Easy to Trust, Easy to Use
  • Secure with Complete Ownership
  • Anytime, Anywhere, Any Device
  • Longevity and Transparency
  • Smart Tracking
SIGNiX Remote Electronic Signature Capture is the best and most secure way to get documents signed online. To learn more about SIGNiX and all they have to offer, contact us today.

dashboards
Have you seen the all new Dashboard 2.0 powered by Microsoft PowerBI Data Analytics and Business Intelligence Software?

Our partner has designed the Financial, Lending, Membership and Transaction analysis solution to help you dramatically reduce the time it takes to access your vital data.

See the Trend Analysis, ROA, Loan to Share, Deposit and Loan breakdown daily on a desktop, tablet or mobile device. Break down loans by loan officer, type of loans, by branch and much more. Break down delinquent loans by loan type and loan officer. See where your members’ residence is concentrated and what products they are using and the age breakdown of your entire membership. Get your Raw Data Insight using Microsoft AI (Artificial intelligence).

Contact your Sharetec sales rep to see the most affordable full Dashboard 2.0 demo today!

xpress accounts
Sharetec's Xpress Accounts facilitates the entire end-to-end new member enrollment & funding transaction. Included is credit reporting, ID verification, check history, account funding, switch-kit documents & personalized cross-selling for all loan products.  All of this is done within minutes.

Utilizing your home banking platform, the system allows new & current members the ability to open & find accounts quickly & easily. Members' have access 24/7 from the convenience of their home or office.

    *open accounts
    *authenitcate
    *funding/decisioning
    *switch kit & docs
    *upload to core
    *cross selling

It is quick & safe, reduces fraud while improving your members' experience! Contact us today for more information. 

relationshipDSOT

As the new year progresses, credit unions continue to analyze their place in the financial system. What sets them apart? What systems do they have that can support these services? 

A myriad of financial options are available to customers and more are created each year. The “2016 Survey of Consumer Finance” written by the Federal Reserve, is quoted as saying, “Americans have at least five accounts with different financial institutions, and of those that belong to credit unions, only 20% see it as their primary relationship.” Becoming a customer’s primary financial relationship is paramount for the continued success of any financial institution including credit unions. A human-centered relationship with members has always been a hallmark characteristic of the credit union industry. Leveraging this characteristic requires that the next stage in development for credit unions will be adopting time saving technologies. This will assist in freeing up their staff to provide the human to human interactions that leads to becoming the member’s primary financial relationship. Sharetec is committed to serving credit unions by providing core processing solutions with two goals: make it smarter and keep it simple.

Contact us for more information!