Credit Union Document Management Software
Tired of always trying to find member documents? Try Sharetec’s Document Manager. You can attach documents directly to a share, loan or to the member record. Documents are attached in one of three ways – Scan a paper document, attach a document in file format like a word or PDF document, or electronically sign a document using e-Documents. Either way, when you need to see the member document, you simple click on their document folder. What a great tool for credit unions with multiple branches.
- Teller Workspace
- Lending Workspace
- Accounting Workspace
- Back Office Workspace
- Reporting Workspace
