Members will have the ability to apply for membership over the internet at anytime from anywhere. You can automate and streamline office processes saving you time, as well as providing exceptional support and service to your members. Sharetec’s integrated cross selling tools evaluate the products and services your member applies for and makes suggestions at a time when the member is most likely to respond – during the enrollment process!

  • Assist with security by validating identification.
  • Reduce fraud via its secure application process.
  • Convenience – faster and easier enrollment.
  • Portrays a professional image, connecting to the younger members who rarely come into the office.

Click here to learn more.

The system allows users to select abbreviations for commonly used phrases on the system, called Quick Text. When the phrase is needed in any freeform text portion of the system, the user can type the abbreviation and hit the insert key to complete the phrase.  Abbreviations can be set up in the tools section under Quick Text or “Control Q”. An example of a freeform text area is Collections. Users can set up “LM” for left message and when they need it just type LM and press the insert key.

Share dividend accrual, tax withholding, and early withdrawal adjustments can be made in the Administration Workspace under Member Adjustments:

For a share dividend accrual adjustment, enter the adjusted amount in the Accrual Adjustment field and click on the ‘adjust’ button on the bottom of the screen.

For tax withholding or early withdrawal adjustments, make sure the correct tax year is selected, click update, and change the Tax Withheld or Early Payment Withdrawal field, and click save.

To archive statements, start in the Back Office Workspace then go to Statement Processing to select Statement Manager. Select the folder located in the bottom browse area where statements are to be archived (for March 2011 you would select the [1103] folder), then right click on each statement file in the upper browse window and select “Archive”. To access the archived files, go to the appropriate YYMM folder in the bottom browse to see the statement files. Right click for options to print, view, or remove the files from the archive.

Whether you select View Report or Run Report, both options will send the report to the Report Queue and can be viewed or printed from the Report Viewer screen. The only difference between the View and Run options is that View will bring the report in the viewer window when selected, both buttons will actually RUN the report.