Custom Member Profile
Custom Features to Meet Your Unique Needs
The enhanced version of the Member Profile includes many great features and options that can expand the amount of information available to front-line staff. To build a buy-up package with custom features and pricing, be sure to contact us today.
More info about each part of the Member Profile.
Displays the member's driver's license or ID.
Shows the member's contact information listed on any of their accounts. Also shows mother's maiden name and member's occupation.
Summarizes any notes or alerts attached to the member's accounts.
Displays 3 most recent checks deposited into the members account.
Pulls and displays the two most recent credit scores from the person record, and displays the paper grade.
Calculates Length of Membership based on oldest open date on any share, where the person is a primary owner.
Checks for online banking login record with last activity date within the last 90 days.
Calculated eligibility of free checks on account record.
Checks E-Statement field on account record.
Checks for an ACH deposit in the last 90 days, on each share account and displays average.
Counts the 3 month average balance for each share account. 2 and 6 month average balance also available.
Counts the number of Courtesy Pay uses in the last 3 months.
Displays Available Balance and Current Balance for all shares.
Cards and Loans listed in tables separate from share accounts
Checks the account for any opportunitites that have been generated by running Batch or UI Scripts
Member Address taken from the person record.
How Can the Member Profile Work for You?
Let us know what your credit union needs are and how the Member Profile can help your front-line employees. Leave us your info and we will contact you to set up a meeting.
