OnBoard
Credit Union Board Management Software
Built for Credit Union Leaders, Boards, and their Committees
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Credit Unions Use OnBoard For Their
The Only Board Portal
Designed For Credit Unions
For over 15 years we’ve worked with credit unions every day to create solutions that solve their challenges. OnBoard was born from this work – from our start with an investment from Purdue Federal Credit Union to being used in hundreds of credit union boardrooms nationwide; we are the only board meeting solution designed with credit unions in mind.
#1 Governance
Choice For Credit Unions
With OnBoard your credit unions board book access becomes amazingly intuitive, archives are readily accessible, votes can easily be taken, minutes entered, all so you have time to devote to thoughtful deliberations.
OnBoard Comes With Everything You Need to Run a Virtual Meeting.
Powerful Tools to Meet Together Even When You're Apart
Zoom Integration
Voting & Approvals
eSignatures
Unlimited Storage
Designed for Credit Union Directors to
Make Meetings Better
Your board book automatically saves and instantly syncs across every device. You will always have the latest version and never be surprised by a last minute change.
Engagement Analytics prepares directors to better engage with board materials before meetings. It provides insight into which agenda sections are receiving the most attention and where stakeholders are making significant notes and annotations. Learn More About Engagement Analytics
Read, review, and annotate your board materials and notes as it suits your work-life style. Anywhere, anytime, and on any device: web app, iPhone, iPad, laptop, Kindle Fire, and Windows Surface. You can also easily vote, secure approvals, answer surveys and questionnaires.
Start a conversation, about anything. One-on-one, group chat, or even bring in the entire board into the discussion. Now the whole committee can to dig into financial details together. And it’s all in the same OnBoard app you already use and trust. Learn More About OnBoard Messenger
Your notes and annotations automatically sync between every device. Take a note on your iPhone and it will be immediately available on every other device.
Approve the annual budget, amend the bylaws, adopt employee benefits, any board actions can be voted on directly within OnBoard.
eSignatures offer the same legal standing as a handwritten signature. eSignatures provide a fast, secure, and accurate identification alternative for signatures, all while keeping your records compliant.
Next generation granular access controls allow you to set who has access to board materials and communications.
The strongest security available! Never worry about forgetting your password. Simply login Touch ID or Face ID on your iOS device.
Work online or off. When there’s no internet you can still access all your board materials. Once you’re back on wifi, all your work will instantly sync across your devices.
“We house on OnBoard our reference information, everything from bylaws to directories to our ethics policies, so it’s a great central source... I find myself, personally, often going back and referring to previous board packets that contain information I want to see, for comparison purposes, or to jog my memory.”
– David Mooney, President and CEO, Alliant Credit Union
Expedite Your Loan Approval Pipeline
Reviewing Loans is Better From Your Couch
OnBoard delivers a seamless platform to support the approval of loans, at scale. It equips senior management and lending officers to organize, track, review, comment, and approve loans – from anywhere. It’s the smartest way to manage your pipeline, deliver a quality customer experience, ensure timely disbursements, and differentiate your services.
Anywhere mobile access results in faster decisions, a more focused pipeline, and expedited disbursement. That leads to happier communities and more return customers.
A Comprehensive Exploration of the Board Software Market
This guide is here to help you navigate the often-confusing world of board management software. Written for anyone considering board management software for the first time or looking to replace an old and expensive provider.
