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Getting Started
 

 

Getting Started
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If you are looking into getting electronic forms, the following information may be helpful to you. The process is pretty straight forward to get your forms set up for laser printing.

There are two different vendors involved in getting your forms to print electronically: Compliance and Integration.

  • The first step is a company like CUNA Mutual, Banker's Systems, Securian (Minnesota Mutual) or CU Documents, Inc.  - a place where you get your compliant* forms. Their forms are guaranteed* to be legally compliant in the states that you do business. They charge a fee for their compliant forms. CUNA offers their LOANLINER package of compliant forms for Consumer and Real Estate Lending. You may have several forms that don't require compliance, which saves you money. Some examples may be welcome letters, stop payment requests, address changes, or loan processing worksheets. These forms are typically developed by you in-house.

*In most cases, the actual coverage for compliance is provided by your bond. You should always have your bonding company do a review of your documents to ensure coverage.

  • The second step is to integrate the forms you select. That is where we come in. We take the form or letter that you send us and completely reformat it and customize it to your system. We do the data mapping of the information and pull it from your UltraData Enterprise Core and place it on the form in the correct spot and format. We then push the form to a laser printer that you define in your network, or email, or fax - your choice. There is a one time setup fee for building this custom software for you along with an annual software maintenance fee. We continue to support your forms after installation.

Here are some action steps to begin the process:

  1. Decide what forms you would like to have laser printed. For Front Office examples, click here, for Loan and Real Estate examples, click here.

  2. Gather up all your forms that you would like automated and send them to us.

  3. Print off the agreements so we can sign you up.

  4. Send us your Credit Union Logo. Our desired format is at least 300 DPI resolution. We accept any file format (.bmp, .jpg, .tiff, etc.) Your marketing department usually has these files.

  5. WinZip and email us your current database. For information on how to do this, click here. (If you are a new Harland Enterprise Solution client, disregard this step. We will get the file directly from Harland Enterprise Solutions.)

That is it! Our welcome letter explains more details on how the process works and what you can expect. If you have any questions, please feel free to call us.

Forms Design, Inc.
Office: 616.866.2505
Fax: 240.206.3225
6091 Belding Road. NE
Rockford MI 49341
Info@FormsDesign.com