Custom is a Credit Union management system, designed to work with the latest technology. The whole system has been built using years of experience with Credit Union management and by listening to user feedback.
Features
- True multi-user system. Including a change log and permissions system..
- Share the workload across tellers, committee and management. No re-entering of data from paperwork.
- Allow your Credit Union to work more effectively by displaying all reports on screen before choosing to print. Choose to export reports to files such as pdf, word or excel.
- Bridge you companies network together with the internet and work live with 'out of office' satellite users. Use private encrypted connections seamlessly.
- Time consuming tasks are now automated. Payroll, Family Funeral Plan, end of period financial reports, year end report export, members statements, arrears, bad debt letters, Loan Protection / Life Savings insurance, FSA Quarterly return...
- Analyse membership by grouping members by terms you define. Members can have as many Custom fields as you wish and you can build reports on those fields.
- Stay in touch with your members using emails and text messaging.
- Your logo on reports and letters. No need for preprinted letter heads.
- Letters print address field in envelope window. Or print address direct to envelope or dymo address printer.
Technical details
- Uses client/server technology to allow a true multi-user environment.
- SSL security where required.
- Makes use of the latest hardware, including mobile phones, USB receipt and label printers and graphics pads.
- On-line manual and issue tracking system.
Add-ons We offer the following components as addons to the core system.
- Photograph system. Have a photo of the member visible on the processing and members screen. Take pictures with a web cam.
- Unlock more accounts. The core system has 4 share and 2 loan accounts per member. If this isn't enough you can unlock more in blocks of 3.
- Members website system. Allow members to login to a secure website and see balances and transactions. Users can also make a statement, view / send messages to and from the Credit Union. And easily calculate and submit loan and share applications to the Credit Union for processing. For more information click here. The website system has been developed by the same programmer that built Custom.
- Coming soon : Automated payment system. Import your bank transactions to be posted automatically.