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     ON-LINE CONSULTANT for Credit Unions
 

Select your new Credit Union system quickly, objectively and with confidence!

You need to select a new financial system for your credit union... but you can't take months or a year to make a decision. 

Yet you want to choose the best credit union software for your needs because it will affect the profitability and stability of your organization for years to come.

Only one software tool creates a custom RFP (Request For Proposal) that you can e-mail to vendors and automatically generate comparison reports and graphs. The  ON-LINE CONSULTANT provides pre-loaded RFP questions, uploads RFP responses and documents functionality, which can be incorporated into your contract. See demo now

See order and pricing info
 
  The Credit Union RFP template includes functional requirements for:
  Teller Processing  Shares  Sharedrafts
▪  Loans  Line-of-Credit (LOC)  Variable Rate Loans
 Real Estate Loans  Student Loans  Delinquency and Charged-Off
 Insurance for Loans  Certificates  Money Market Accounts
 Payroll / ACH  Marketing  ATMs
Credit / Debit Cards  Bank Account Processing  Branch Processing
 Statements  Accounts Payable  General Ledger
 

The ON-LINE CONSULTANT for Credit Unions allows you to add questions and  prioritize which items are most important to you.

You'll obtain weighted scores that help you select the best application software for your credit union. Here are sample pre-loaded functional requirements.

The ON-LINE CONSULTANT for Credit Unions also includes background sections, general questions and cost surveys which you can customize to your needs.

 
"The software was terrific. We found it worked perfectly for our needs and was very easy to use. We also liked having all the questions when we talked to vendors. It helped us zero in on all the critical areas. We plan to use the RFP responses as part of our contract to make sure the system lives up to the vendor's promises."
_____________________________________
Joseph Smurawski
St. Charles, IL

See the ON-LINE CONSULTANT demo and flash movie to learn how the electronic RFP process can help you create an RFP for any application software and evaluate vendors!

You may be interested in the ON-LINE CONSULTANT for Document Management  which includes surveys for the following:
 

  Document Imaging / Management RFP Surveys
 Scanning ▪  Viewing
▪  Importing ▪  Electronic Signature
▪  OCR ▪  Printing and Fax
▪  Indexing and Storage ▪  Workflow
▪  Retrieval ▪  Security
▪  Editing ▪  System Management

See sample functional requirements for the Document Management RFP.
 

View on-line demo     How to order     View detailed description

 
Mailing address:
On-Line Consultant Software
2828 Upshur St., Suite 125
San Diego, CA 92106
Call: (619) 223-2024 
Fax:
(609) 939-1611
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