Sharetec’s Document Manager
lets you store member documents safely in electronic folders and takes forms handling and storage to a new level inside the core. No longer does the credit union have to be concerned with maintaining expensive filing systems to store member documents. The days of huge filing cabinets and storage areas with hundreds of boxes of documents are gone forever.

Document Manager
Stores all forms related to your members electronically, including the following:

  • Loan Applications
  • Credit Reports
  • Membership Cards
  • Share Draft Agreements

The Benefits
Your employees have access to all necessary documentation without leaving the core! Simply select the member number and all of the documents for that member are accessed from one location in the system. No more searching for loan folders or membership cards, everything is now at your fingertips.

  • Saves the expense of off-site storage
  • Provides immediate access to documents
  • Eliminates the need to make multiple copies of documents for different departments
  • Reduces the amount of time spent filing documentation
  • Copies of the signed document can be reprinted immediately
  • Centralizes member documentation into one convenient location

pig sky

With Sharetec’s Mobile Deposit, your credit union members can enjoy freedom and ease when it comes to depositing their hard-earned money. Whether relaxing at the beach or running errands around town, members can simply snap a picture and securely send the image on its way!

Sharetec’s Mobile Deposit, a member-based Remote Deposit Capture (RDC) solution, enables members to use their smartphone or tablet cameras to take photos of checks for submission. Making a deposit is easy – you log into mobile banking, select deposit check, enter the amount of the deposit, take an image of the front and back of your check, and then submit it to the financial institution. Mobile Deposit formats the images, automatically corrects any distortions, and confirms that it meets Check 21 and mobile image quality standards.

Robust and multi-layered security and fraud prevention tools allow the exact device, time, and location to be identified so both the Credit Union and the member can rest assured that all transactions are safe and secure. And your valued member can return to the important tasks at hand—or to the tranquility of the beach.

pig on wheels
Your Credit Union members know the importance of ease, speed, convenience, and security when it comes to remote banking. With Sharetec’s Mobile Banking, your members can have all that and more.

Sharetec’s Mobile Banking provides members with an easy, fast and secure way to remotely manage their accounts. With a touch of their smartphone, members have an easy-to-use, easy-to-read banking screen at their fingertips, enabling them to view balance information, bill payment options, funds transfers, and locations of ATMs or branches. And with Sharetec’s advanced encryption technology, our Mobile Banking allows your members to bank with complete confidence that their personal information is protected.

Our Apps—developed specifically for the smartphone user and supported by Android and iPhone—provide quick access to the sign-on screen and to account information. For smartphone users who regularly browse the internet, Sharetec’s Mobile Website allows members to retrieve account information and make transactions from their phone’s web browser, on a site optimized for the mobile experience.

Features on our Apps and Mobile Website include the ability to:

• View balance information

• View detailed transaction activity

• Find ATMs and branches

• Transfer funds

• Pay bills

Remotely Deposit Checks

With all of these benefits “within touch,” credit unions and their members are sure to discover that Sharetec’s Mobile Banking is the easy, fast, convenient, and secure way to go!

Your Credit Union members know the value of a well-managed dollar—so why not help them handle their finances in an easy and convenient way? Through partnerships with Geezeo and MoneyDesktop, Sharetec offers Personal Financial Management (PFM)
, providing your Credit Union members with the online simplicity and tools they need to succeed.

PFM allows your members to develop budgets, set financial goals, and manage cash flow—while viewing all of their financial data on one screen. All of these features can be included in a white label (credit union branded) product, ensuring your members never need to connect with another financial institution. Such account aggregation enables member accounts from other institutions to be displayed, and records from more than 18,000 financial institutions to be gathered and leveraged—so you stay competitive.

With access to Sharetec’s PFM tools, your members will enjoy key advantages that few competitors can provide, and they will value the convenience of managing all of their financial relationships in a one-stop setting. What’s more, PFM will place your Credit Union in a position of empowerment for your members, as a true advocate for their financial well-being and success.

Declining Interest Income Only a Bump in the Road for Credit Unions Using Sharetec

BOCA RATON FL, July 9, 2014 – Today’s Credit Unions operate in a very difficult and hyper-competitive environment.  With thin margins, increasing regulations and pressures from large banks to provide full service to its members, credit unions are searching for products and services to both attract and retain members.   From business loans to mobile access to account information, today’s credit unions need core vendors that can not only provide services, but also create revenue opportunities for the credit union. In this 21st Century Television feature story, Kevin Kolar, VP of  Bradford-Scott Data Corporation discusses Sharetec Credit Union Software.

21st Century Video