Simplify the SEG Application Process

We streamline the SEG application process so you can spend more time focused on expanding your membership.

Leave Manual Forms In The Dust

Say Goodbye to SEG Request Letters and Hello to More Free Time!

Intuitive

Easy Online Application

With everything online, we can better ensure the accuracy of each application. You'll no longer have to manually complete any forms. With the option to customize your forms, your perspective select groups will complete the form with ease.

STREAMLINED PROCESSES

Dynamic Data Integration

The application leverages our database of credit union branches, ATMs, field of membership and our integration into Co-Ops' network of shared branches and ATMs to search for other credit union relationships. We will handle the overlap letters as well. Find a match? We will generate the overlap letters for you.

Automate Forms

We'll take care of the heavy lifting

We will correctly complete the appropriate 4015 form and dynamically generate a signed SEG letter which will be sent to your business development team. Your team will be given next steps as well as valuable information like the distance between your prospective select group and closest service facility.

AVAILABLE WHEN YOU NEED US

Backed by an amazing support team

We are always happy to help you solve whatever issues you are experiencing. We guarantee that all applications that can be approved will be.

Level up your productivity

Get started today and improve your workflow.