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Your business is our business, and we’d like to be a long-term partner with you as you grow. That said, we have included per project pricing to allow for “apples-to-apples” comparison with our competitors and analyze the optimal approach for your organization. Call us today at (202) 831-2500 to learn more about how we can expand your field of membership!
We completely remove field of membership as an obstacle to your credit union's growth. Our staff will put together a presentation specific to your credit union to go through field of membership and the different opportunities available to you. Download our FOM Handbook for more information on field of membership.
Learn more about our credit union field of membership consulting services here.
CUCollaborate has developed a SEG Application software solution for streamlining the process of adding SEGs. Our software takes basic information from an online form that prospective SEGs fill out and uses it to automatically produce a SEG request letter, for your Board of Directors to vote on, and a completed NCUA 4015 form.
CUCollaborate is committed to making sure you find the best site possible for your next branch. We know this is a big decision, which is why we are dedicated to walking you through the process step-by-step and committed to full transparency.
Learn more about our Credit Union Branch Strategy services.
Credit unions must re-examine their big-picture needs from time to time, and that often leads to the question of whether you’re operating under the appropriate charter. It may have worked in the past, but will it take you where you want to go? Community charter or multiple common bond? State or federal? Given the changes in your business or the economy and regulations, it’s a good idea to look into all of these questions occasionally. We start with a primer on state to federal charter conversions.
We help both state and federal credit unions convert their charter. Below are some resources on charter conversion.
Learn more about our charter conversion consulting services.
Becoming a credit union that has a low-income designation provides a variety of benefits such as secondary capital, loan/grant opportunities and special field of membership rules. CUCollaborate helps you successfully navigate this process and demonstrates how this will impact your field of membership. Download our Low-Income Designation guide to learn more about the benefits of switching.
We can help you qualify for a low-income designation, so you can access the following:
Learn more about qualifying for a low-income designation.
CUCollaborate is dedicated to helping you navigate the certification process, so you can access CDFI grants. Learn more about the process for becoming a CDFI certified credit union.