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Our Services

CU-Centric's approach is simple. By using the latest in open-source and open-platform technology teamed with a true SQL database, our cost of system development is very reasonable. Features can be added rapidly without interfering with credit union operations.

Core Banking Services

Essential banking operations and member account management features.

Share Drafts

Processing for Corporate One, Mid-Atlantic, SunCorp and others. On-Line draft return processing and fee posting. Multiple overdraft options from shares, loans and Courtesy Pay.

Variable Rate Loans

Based on credit union defined index rates with individual margins that can be specified at the loan level based on credit worthiness.

Certificates

Fully automatic transfer or rollover with notice generation.

Fixed Rate Loans

Unlimited available loan types with up to 999 loans per account.

IRAs

Full IRS reporting as well as reports for managing contributions and distributions.

Open End Loans

Open-End Loans including fully automatic payment calculation and notice generation.

Club Accounts

Automated transfer and/or check printing.

Mortgage Loans

True mortgage interest payment calculations with title and insurance tracking.

Tiered Div Rates

Flexible tiered dividend rate structures for member savings.

Relationship Pricing

Rates and/or fees can be defined based on member relationship and/or credit score.

Courtesy Pay / ODP

Fully integrated Courtesy Pay/ODP with notice generation. Also compatible with SmartStep Solutions systems.

Credit Report History

On-Line access to Credit Reports from TransUnion, Equifax, Experian, and Factual Data.

Advanced Processing

Real-time processing and advanced member services.

Collections

On-Line collections system with custom sorting, collection specific notes, credit reporting override options, late fee override, and integrated charge-offs.

Application Tracking

Fully integrated on-line Loan Application and reporting system with automatic population of debts from credit report, system generated adverse action letter, and system calculated debt ratios.

On-Line ATM

Batch and Live ATM processing from Corporate One, Certegy, Mac East, MPS, Star and others.

On-Line Debit Card

Batch and Live Debit Card processing from Corporate One, Certegy, MPS, and others.

ACH Warehouse

Live in-house Credit Card posting and authorization with integrated statements and payment coupon.

On-Line Credit Card

Batch and Live Credit Card processing from Corporate One, Certegy, MPS, and others.

Live Voice Response

Live Voice Response system utilizing text-to-speech technology eliminating the need to pre-record promotional messages.

Live Internet Banking

Live Internet Banking with integrated Bill Pay.

Live Shared Branching

Live Shared Branching with Co-op Financial Services.

Accounting & Finance

Comprehensive financial management and reporting tools.

Integrated G/L

Fully integrated General Ledger with automatic End Of Day G/L Entry generation. Fully customizable G/L reporting for Income Statement and Financial Statement.

Automatic Month-End

Fully scheduled and automated End-Of-Day and End-Of-Month. Backups can be transmitted to a secure off-site location with process monitoring.

Branch Accounting

Full Branch Accounting using Cost Center Accounting allows the credit union to drill down expenses to a specific unit or branch.

G/L Budget Tracking

Yearly G/L Budget entry with comparison reporting. Copy actuals by month or average over the year eases G/L Budget entry.

Integrated A/P

Quick vendor check printing or vendor invoice entry for payment later. Full history of vendor payments as well as affected G/Ls.

Investment Tracking

Fully integrated investment tracking with automatic G/L entry generation and detail reporting.

Fixed Assets

Fully integrated Fixed Asset management (as well as Pre-Paids) by Location and/or Type with automatic G/L entry generation.

ALM Interface

Asset Liability Management Interfaces with Brick, CUPRO, and ProfitStar.

Technology & Security

Enterprise-grade infrastructure and security features.

On-Line Reports

All reports generated in Adobe Acrobat PDF format. Reports may also be generated in CSV format for easy import in Microsoft Excel or other spreadsheet programs.

ID Imaging

Unlimited images (license, signature card, etc.) can be scanned at the teller line and attached to a member's folder.

Signature Capture

Fully paperless signature capture is available at the Teller Line storing the member's signature eliminating paper storage.

Integrated OFAC

Direct on-line processing of OFAC files from the U.S. Treasury eliminate the need for third party processing.

Integrated Red-Flag

Fully integrated Red-Flag (Watch List) reporting and management. Define your own internal Watch Lists.

Assisted Cross-Sell

Using information from on-line credit reports, the system can suggest cross-sell opportunities utilizing your current loan rates.

ODBC Interface

Industry standard Open Source database accessible using any ODBC product such as Crystal Reports and Microsoft Excel.

On-Line Help

Immediate, printable, on-line help gives you access to documentation specific to the function you are performing.

PostgreSQL Database

Backed by the Industry Standard Open Source Database: PostgreSQL, recognized as the most powerful Open Source database available.

Red Hat Linux Server

At the heart of CU-Centric is Red Hat Enterprise Server – a Linux distribution known for security, robustness, and performance.

Browser Based

No software need be installed on workstations except your standard internet browser, eliminating per user licensing costs.

Ready to modernize your credit union?

Contact us today to learn how CU-Centric can transform your operations.