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…Goodbye, Messy Filing Cabinets and Storage Areas!

Take forms handling and storage to a new level of efficiency with Sharetec Document Manager. With this feature in place, you’ll be able to say goodbye to stacks of boxed documents, overstuffed filing cabinets and jam-packed storage areas, and hello to convenience, efficiency and savings of both time and money!

With Sharetec Document Manager, you’ll be able to electronically store in the core all of your member-related forms and documents including:

  • Loan Applications

  • Credit Reports

  • Membership Cards

  • Share Draft Agreements

  • And so much more!!

Sharetec Document Manager provides easy retrieval of documents without ever leaving the core. By simply selecting the member number, you’ll be able to access every document for that member, from one location in the system—without having to search for loan folders or membership cards!

Sharetec Document Manager will enable you to:

    • Save the expense of off-site storage
    • Immediately access documents
    • Eliminate the need to make multiple copies of documents for different departments
    • Reduce the amount of time spent filing/retrieving documentation
    • Easily and immediately reprint copies of signed documents
    • Centralize member documentation into one convenient location

Imagine the convenience, efficiency and savings your Credit Union can enjoy, with everything accessible from the core and literally at your fingertips. It’s time to say hello to Sharetec Document Manager!


Do you have any core system success stories?
Sharetec continues to help credit unions improve their growth and member satisfaction. Below are just a couple of Sharetec Credit Union success stories.

Two CUs Increase Yearly Income by $25,000

CU Increases Revenue 27% with Ultimate Checking

If you're interested in receiving a custom ROI with the Sharetec System, contact us today and find out why Sharetec's Credit Union base has increased 67% in the past 15 years.

To read more success stories, click here.

Hit the Savings Mark Image

How many times do potential savers aim for the piggy bank but miss the mark? We all know that committing to a savings plan isn’t easy, and making regular savings account deposits can be even more challenging. That’s where Sharetec’s Save the Change feature comes in handy!

Save the Change provides a convenient and painless way for your Credit Union members to aim for their piggy banks and save with ease. This account feature helps them stay on target by building their savings accounts effortlessly and incrementally, without having to make larger, lump-sum deposits. Members can accumulate a modest savings, a little at a time—without even missing that extra change!

The idea behind Save the Change is simple: members’ debit card transactions are rounded up to the nearest dollar and the difference is securely deposited into a designated savings account. Funds can go directly into a member’s savings account or into another member's account, such as a child or grandchild. Eligibility only requires that the member have a savings account, checking account and a debit card set up to make purchases.

Provide your members with a savings plan that truly works! With Sharetec’s Save the Change, you’ll help your members hit the mark every time as they effortlessly transform their extra change into real savings. How’s that for a piggy bank?


Sharetec’s Auto-Enrollment allows credit unions to provide their members an easy to use, secure and user-friendly option to view and print eStatements and eNotices from the convenience of any device with internet access.

Winnebago Community Credit Union (WCCU) in Oshkosh, WI, has had great success with Sharetec’s Auto-enrollment. Tony Tiede, President of WCCU, comments, "We pride ourselves on our sales and service culture. The benefit to our members is a secure and timely receipt of their statements. We have benefited by saving money due to the lower cost of the electronic delivery".

Before WCCU switched to Sharetec’s Auto-Enrollment, only 32% of their members were using Online Banking, and only 16% of those members were using eStatements and eNotices. There are currently 96% of WCCU’s Online Banking members using eStatements and eNotices. That is a 500% growth and an annual savings of $14,500.

Click here to read more.

ultimate checking recolor
Sharetec’s Ultimate Checking allows credit unions to boost their revenue with an increase in interchange income. Ultimate Checking is a unique product that differentiates credit unions from competitors and doubles revenue compared to a standard share draft account. Not only will this product attract new members, current members will embrace it.

Gas & Electric Credit Union, located in Rock Island, IL, took advantage of Sharetec’s powerful Ultimate Checking module to launch a successful high yield checking account. "This was a product that we felt we had to have in order to compete. We pay 4% interest when various requirements are met and our members have really embraced it," remarks CEO, Daryl Empen. "Our debit card revenue grew 19% our first year and over 27% our second year. We have enjoyed 7% growth in checking accounts directly tied to this service, which has lead to more loans and other services."

Click here to read more.