Platinum Essentials
Our Essentials package is recommended for credit unions that are primary financial institutions for their members and offers essential EFT services and back office operations.
Back Office Feature Highlights
- 5-user license bundle
- Integrated, customizable General Ledger
- Coming Soon: Accounts payable module
- Auto Payroll Interface for non-ACH payroll deductions
- Employee Payroll Interface (Paychex) for your staff payroll forms and tax deposits
- Enhanced General Ledger for fixed assets, prepaid expenses and accruals
EFT Service Highlights
- ATM batch with PBF and POS
- Direct Deposit / ACH with enhanced exception handling
- Share Draft processing with enhanced exception handling
- VirtualCU teller batch interface for HomeCU
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
- Thermal receipt printing with CU logo
- Virtual ID: displays member photo, license and signature on Power Teller
Record Retention Highlights
- Virtual File Cabinet (VFC) document, report and image management
- 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 four major credit bureaus
- Delinquency notices
- Integrated CUNA insurance calculator
- Loan coupons printable to plain paper or pre-printed forms
- Pre-printed loan forms or plain paper (PDF) loan 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
- Standard and actual Comparative financial statements
- Dormant account notices and fee posting
- Enhanced IRA which allows credit union transaction tracking and reporting
- NCUA 5300 export for NCUA Credit Union online
