Credit Union Board Management Software

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, to help Credit Union leaders deliver real results in their communities. 

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Created For Credit Unions From Day 1

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.

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.

Helping Board & Committee Meetings, From Anywhere

OnBoard makes governance more effective, promotes collaboration and uncovers key insights, so you can plan for what’s next. OnBoard helps you surface actionable insights and coordinate board and leadership activities more easily, providing richer intelligence so you can act with confidence.

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. 

Customer Conversations

Intuitive & Easy To Use For All

Dr. Potter talks to us about his distinguished 40-year career. And how at 80 years’ old he experienced the best board meetings of his life and fell in love with OnBoard. 

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Meet What's Next
Abbey Credit Union

An 80-year-old Credit Union's Quantum Leap Forward in Efficiency and Productivity

Visions Federal Credit Union
Visions Federal Credit Union

The importance of two-factor authentication became a priority.

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Alliant Credit Union

Improving Collaboration Across Committees and Cities.

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Ready to Find out Where Boards are Going?

Talk to a board intelligence expert.

Zoom Integration

OnBoard has always connected with your favorite video conferencing technology – now we’ve made that experience even better. OnBoard now directly integrates with Zoom, a singular meeting  experience that enables directors and CEOs to meet face-to-face directly within the platform. No need to switch between apps. Just your meetings without distraction.

Voting & Approvals

OnBoard delivers a seamless platform to support directors who need to make high impact decisions from any device. It equips directors and leadership to organize, track, review, comment, and approve decisions – from anywhere. 

Task Management

Manage, organize, and track your most important action-items. OnBoard Tasks keeps all of your outstanding and completed work organized on the same platform as your board and leadership work. It helps you stay on top of what’s important while keeping things moving forward.

Secure Messenger

OnBoard Messenger is a whole new way to collaborate around board work. Directors, administrators, and executives can simply start a direct conversation or bring in the entire board into the discussion.

eSignatures

Send and sign agreements securely from any device. eSignatures keep your signed documents and legal agreements organized with all the rest of your board work. A powerful solution, integrated into OnBoard, that let’s you skip managing a second app — no need for Docusign.

Notes & Annotations​

When inspiration strikes, a great idea needs to be recorded, or there’s a detail that can’t be overlooked, OnBoard’s powerful notes and annotation tools are ready for you. It’s the perfect complement that aids reviews and makes meeting preparation more thoughtful.

Engagement Analytics

Engagement Analytics offers anonymized and aggregated real-time insights into how your board works. Know when board books are read, where annotations are made, and what sections are receiving the most attention from the board. It makes meetings smarter by bringing data to bear, shining light on topics that demand an extended discussion.
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Director & Officer Questionnaires

OnBoard sets the standard for end-to-end board governance with a robust and integrated D&O Questionnaire solution that supports your ongoing compliance. A critical and necessary component of your board’s annual calendar, the integrated questionnaire offers ongoing reminders to your directors and streamlines reporting and review.

Meeting Minutes Builder

The minutes builder unifies your workflow, enabling you to make minutes directly within OnBoard. Effortlessly make notes, create tasks, track attendance, and mark motions as the meeting progresses. The builder makes it easy to focus on the meeting itself, a must have for every meeting workflow.

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Security

OnBoard is hosted by Microsoft Azure — the gold standard in Cloud Security. Our in-house security has overcome every third-party review and awarded SOC 2 and ISO 27001 certificates. That demonstrated commitment to compliance and integrity provides our customers ongoing peace of mind.