Credit Union Board Portal Software

The Credit Union Board Portal Software
You’ve Been Looking For!

Board portal software for your credit union, that is simple to use, secure and affordable.

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Member of CUES – Credit Union Executives Society


Simple To Use

Built especially for board members

MyBoardPacket board portal is so easy to use, your board members can be up and running within minutes.  Your administrators are able to upload all of the board packet files in just moments for each new board meeting.


  • SSAE 16 / SOC 2

  • Data Encrypted While Stored and Transmitted

  • Gramm-Leach-Bliley Act Compliant


  • Unlimited users!

  • No limits on usage!

  • A low monthly fee

  • No setup fee or annual contracts


Testimonials from Credit Unions

Our Board meetings have never been so productive.
Linda Robinson | President/CEO of West One Federal Credit Union

Very valuable…. board members , auditors and examiners can all see what’s going on at any time. It works.
Dale Schumacher | Tampa Bay Federal

I just want to say that we have been very happy with It is a tremendous tool for us.
Tom Pinnow, President | County City Credit Union (Jefferson, WI)

We have used for just over a year now and have found the program to be very easy to use and a big time saver for us.
Matt Kaubris | CEO, Oxford FCU

Let me start out by saying that my board & I LOVE the “my board packet” system! It is the best thing we’ve done to make our meetings more efficient and it has saved me a ton of time by not having to organize, print and distribute board packets.
Brenda S. Lippens | President/CEO of Delta County Credit Union

Board portal software for your credit union, that is simple to use, secure and affordable.

My board members love their web site. All their reports are posted at least a week ahead of the meeting and it gives them the ability to review at their leisure even if they are out of town on vacation etc.
Grant Sheehan | CEO, Miami Firefighters FCU


Key Features

  • Securely upload & view Board Packets anytime
  • Supports Multiple File Formats
  • Online Voting
  • Online Discussion
  • Archive all past Board Packets
  • View full board calendar, committee schedules & important dates

No board member training is required …

The intuitively easy user interface allows everyone to get up and running in minutes. is a practical board portal, that allows businesses of all sizes to securely distribute, organize and share critical board room data.

Put Your Board Packet Online Today! has helped hundreds of organizations make the transition to a paperless distribution of board packets, saving them time & money while increasing overall communications and operational efficiencies. We have a long list of happy customers from various industries, such as credit unions, banks, hospitals, non-profits and many more.