Linda Bartlett, acting CEO for Community Driven Credit Union comments, “When making the decision to switch core data processors, we didn’t take into consideration the electronic records that would need to be converted as well.  It was a very reassuring when eDOC contacted us and offered to step up and take that burden off our shoulders.”

The paper documents were turned into electronic records which are stored on DVDs with a built-in search engine to allow easy access to the documents in the future. Community Driven Credit Union will be utilizing the eDOC Paper Conversion service in the future for further data conversion.

The partners had the opportunity to network with over 450 credit union staff and volunteers along with other credit union vendors to discuss issues that are important to credit unions.  eDOC also had an opportunity to discuss the innovative solutions eDOC offers credit unions to create to membership growth and keep up with the technology members expect from their credit union.

Kim Jobes, Loan Officer with Riverview Credit Union in Belpre, Ohio stopped by the eDOC and cuasterisk.com booth, and was the winner of the door prize, a $200 Visa Gift Card.  In addition to the exhibit hall, education seminars and meetings, cuasterisk.com representatives took advantage of mingling with credit unions at the Welcome Reception and joined in on the festivities at the Hullabaloo at the Shoe Party held at the Ohio State University Football Stadium.

Joseph Lao, Manager of Market Development at eDOC says, “Sponsoring CUES events are a great way to promote collaboration. eDOC is about the Credit Union movement, and what better way to collaborate than to participate in CUES Councils, where key issues are addressed by key credit union leaders, and stakeholders, that serve as sounding boards to the industry. CUES Councils act as drivers, attending to the issues and concerns of the credit unions in their respective areas”.

Michigan CUES Council has recently concluded their annual meeting in January, discussing economic forecasts, and what to expect in 2012. CUES Canada Council will be meeting May 6^th and is Celebrating 50 years and an established council. The KOMA council will be meeting May 2^nd through the 4^th, and will cover topics such as name changes, and mobile payments. The Southern California CU Alliance Conference is May 14-15, 2012. This conference is jointly hosted by the Southern California Credit Union Alliance and Southern California/AZ CUES Council.. Joseph Lao, eDOC Manager of Market Development, will be at the eDOC booth.

145 people from 15 credit unions, vendors and guests, bid on donated gift baskets and other items raising over 1K for the Ohio Credit Union Foundation.  The event also included several credit union mascots: “Sunny” from Sun FCU, “Sparkles” from Directions CU, “Champ” from Champion CU, and “Speedy” from TPS CU. Local team mascots also came out to support the cause, including: “Cat Trick and Spike” from the Toledo Walleye Hockey, and “Muddy” from Toledo Mud Hens Baseball.  You can view photos of these mascots at this event by visiting the eDOC Facebook page here: www.facebook.com/edoclogic.

Kathy Kanipe, CEO of Parish Federal Credit Union, based in Toledo, placed the winning bid of $50 for the eDOC Innovations gift basket.  The basket included a $50 Best Buy gift card, an eDOC Innovations special edition mug, and select Vermont products.  The Items included in the basket represent eDOC’s drive for technology, and a little bit of where eDOC calls home, Middlebury, Vermont. Kanipe said, “I loved all the items in the basket, and especially the Vermont products. I am anxious to share them with friends and family”.  Kathy is also on the Board of the Ohio Credit Union Foundation and thanked eDOC for our support.

Joseph Lao, Manager of Market Development at eDOC says “With ProDOC Receipts^TM electronic receipt processing and storage of receipt information, including the client signature is a synch. Time consuming paper processing and storage of the receipt, not to mention the costly research time for receipt copies are all eliminated.”

“We are pleased to assist in Great NorthWest’s efforts to enhance their e-document strategy and reduce cost in the process,” Lao concludes.

William Burke, CEO of Day Air CU says, “Previously, we were printing documents, scanning them and then destroying the originals.  Our eDOC system will allow us to eliminate these steps. This will free up some back-office staff to be moved to the front-line to do what we do best, serve our members. We chose eDOC Innovations because of their collaboration with CU*Answers, our new data processing solution.  As CUSOs, both firms are dedicated to the success of credit unions and their focus aligns nicely with ours, to serve our members and grow the credit union. Our eDOC system will allow us to better serve our members by streamlining our workflows while still creating efficient branch environments, reducing printing costs, and expanding remote access to our members.”

The recent conversion with Day Air is one of many future projects the credit union will be collaborating on with eDOC. The credit union plans to roll out a complete remote member services interface in the near future. This new system will allow for Day Air to offer their members remote access to their accounts through the 2020eDOC™ member document portal, and give members the ability to sign their documents electronically with eDOCSignature™, and Day Air is also making preparations to move to eDOC’s remote deposit capture solution CheckLogic Lite™, which would allow members to deposit their checks remotely right from their home or office.

Carol Middaugh, Midwest Regional Sales Manager for eDOC Innovations says “Northeast Chapter is committed to their community.  By awarding annual scholarships, they are raising awareness of credit unions with a younger generation who are key to the future success of the credit union industry.  The NE Chapter is a great group, and I enjoy participating each year.”

Carol joined Port Conneaut FCU’s Team Strikeasaurus for a day of fundraising and bowling.  Port Conneaut FCU took home the “Golden Pin” Trophy for the most donations! You can view photos of Carol, and the winners by visiting eDOC Innovations on Facebook: https://www.facebook.com/edoclogic .

Services Center FCU announced their excitement over being able to offer remote signature capability to their members; “The application gives us flexibility to manage our loan process as a Virtual Package. It provides a digital checklist and automates the process from beginning to end,” says Laurie Warfel, Loan Officer at Services Center FCU. “This provides a consistent workflow for our staff,” concludes Warfel.

ProDOC Packages™ allows convenient methods of completing the lending process. ProDOC Packages™ acts as an electronic ‘manila folder’ and provides an easy checklist to ensure all documents are included and/or completed prior to delivery or storage.

Pat Lowney, CEO of Lakeview Credit Union said it was easy to make the decision to become an owner of eDOC Innovations, “What a better way to protect our investment in technology and drive it further to help our staff and members. Focused on Credit Unions the eDOC Innovations CUSO has a unique and profitable edge over other solutions in this space and we want to be a part of it. I asked my staff to go through the same analysis as if we were going to make a loan to eDOC. They came back with a resounding yes! This is a long term investment. We look forward to dividends exceeding other investment options by making this investment in eDOC Innovations,” comments Lowney.

Lakeview continues to expand their eDOC strategy and has recently implemented ProDOC Forms™ enabling the paperless process of documents. Lakeview is currently utilizing 2020DOC™ and ProDOC Receipts™ for their current e-document management workflow.

“We are very excited to implement the new module. Relative to every advancement in our eDOC solutions, our paperless strategy becomes more clean, efficient, and exciting!” says Stephen Broadbent, AVP of IT at Martin FCU.

ProDOC Packages™ offers an easy way to organize your transaction documents into an electronic ‘manila folder’ and provides an easy checklist to ensure all documents are included and/or completed prior to delivery or storage. Its quick search filters, form auto population intelligence, stackable data tabs and dashboard organization, make ProDOC Packages™ an intuitive workflow solution.