Platinum Economy
Our Economy package is recommended for classic, small, core credit unions that want to offer basic share and loan services to their members.
Back Office Feature Highlights
- 2-user license bundle
- Integrated, customizable General Ledger
- Auto Payroll Interface for non-ACH payroll deductions
- Enhanced General Ledger for fixed assets, prepaid expenses and accruals
Marketing Tool Highlights
- Report writer for creating custom reports and CSV files for Word or Excel
- Web Hosting – user friendly page maintenance by CU
Member Service Enhancement Highlights
- Power Teller Cash drawer with inventory feature for money orders, gift cards, etc.
- Share Certificate renewal notices and standard share certificate documents
- Holiday skip-a-pay including automatic fee posting
- Safe and Simple statement export for FedComp Supply statement/marketing program
Record Retention Highlights
- All reports have PDF ability for electronic storage
- Archive capability for storing history
Lending & Collection Highlights
- Loan application processing with integrated credit bureau inquiry and loan officer reports
- Collateral and insurance tracking with notices for missing documents or expired policies
- Credit bureau reporting for all three major credit bureaus
- Delinquency notices
- Integrated CUNA insurance calculator
- Loan coupons printable to plain paper or pre-printed forms
Reporting Highlights
- Bank reconciliation for multiple cash accounts
- FIDM, FinCen and OFAC match reports
- Budgeting report with MTD and YTD status of budget versus actual performance
- Dormant account notices and fee posting
- Enhanced IRA which allows credit union transaction tracking and reporting
- NCUA 5300 export for NCUA Credit Union online
