How do you ensure everyone at your credit union is on the same page when things are constantly moving? Communication and collaboration are made easy with Sharetec Notebook. Notebook brings the power of CRM directly into the Sharetec Velocity core. With Notebook, you can significantly elevate credit union operations and the member experience.
Improve connection and communication within your credit union by keeping everyone informed on tasks and member updates. Plus, collaborate on immediate and future action items to help your members.
Quickly access an entire snapshot of your member’s financial history when they need assistance. You’ll know exactly what’s going on with your member – so there’s no need for them to retell the story.
Notebook helps you become a paperless organization without purchasing an additional paperless solution. Now you can store your backup documents, including everything you need for 5300 Reports, right within Velocity.
All Vendor Due Diligence can be housed within Velocity. No need to search for additional documentation elsewhere.
Notebook is completely configurable to fit the needs of your credit union keep, including permission-based accessibility with unlimited permission groups.
Escalate issues inside of Notebook with instant notification to other employees if there is something new to check.
