Credit Unions

Board Portal for Credit Unions

The regulatory requirements for your credit union and its Board of Directors seem to increase every year. From privacy regulations to making sure you document education and training your directors receive on specific topics, you need a streamlined, easy way to make sure your credit union is compliant with any legal and regulatory requirements related to governance.

BoardPaq is designed to do just that. Our paperless meeting platform is the board portal of choice for credit unions throughout the country. We look forward to delivering the security, compliance, convenience, and performance your Board of Directors needs to better serve your customers and your community.

Industry Leading Security Features

Credit Unions trust BoardPaq as their paperless board meeting solution to give trustees and directors better access to confidential board materials saving them time, paper and money.

As one of the most secure portals on the market, our organizations benefit from industry leading security features such as:

  • SOC 2 security audit
  • 2-Factor Authentication via SMS text
  • Supports Touch ID
  • 256-bit encryption in-transit and at rest
  • Document and agenda item access control
  • 3 levels of admin access
  • Configurable Session timeout settings
  • Configurable password and lockout settings
  • Activity and access reports for auditors

BoardPaq has successfully completed a SOC 2 Type 1 security audit and earned the right to display the SOC seal. This independent audit verified compliance with stringent standards for security and controls.

BoardPaq offers a rich set of features to help your Credit Union:

Easily and efficiently collect signatures on documents and forms
Securely Distribute Packets
With BoardPaq, you can securely distribute packets allowing users to view on the device of their choice
Real-time Voting
Vote on resolutions before, during, or after meetings
Collaborate with SWOT
Collaborate using our SWOT analysis tool for Strategic Planning sessions
Anytime Approval
Approve Loan Committee Documents anytime, anywhere
Questionnaires & Evaluations
Complete D&O questionnaires & fill out board evaluations
Minutes Builder
Stay compliant by recording minutes, attendance, votes, and approvals with our Minutes builder
Easily Track KPI's
Track KPI's like: Loan Loss Reserves, Earnings, and Assets Under Management
Unlimited Document Storage
Store unlimited documents like: committee charters, bylaws, orientation packets and other resources in your custom library
Enhanced Discussions
Facilitate dialogue and collaboration between your Board of Directors and executive loan committee members using our secure Enhanced Discussion tool.
Track KPI’s with Graphs & Document Approval
Case Study - First Financial Credit Union

"We've reduced the paper costs and increased the security of information because we don't have that paper floating around."

View Case Study

Our Credit Union customers say it best