Internal Ticketing System for Credit Unions

Created by Credit Union IT

We know what credit unions need because we've been there. Our first product launch back in 2004? A help desk system. We've been focused on this for decades - and it shows.

How SimplifyIT Supports Credit Union Workflows

• Onscreen, curated self-help during the ticket creation process.
  Let's resolve the issue before a ticket even gets opened - saving time for everyone.
• Skill-based routing.
  Networking issue? Send it to the network team. Symitar code change? Route it straight to programmers - automatically.
• Custom prompts based on request type.
  Collect exactly what you need for every workflow. Example: onboarding forms can prompt for first name, last name, position, permissions, location - everything needed to get the job done.
• Conditional task automation.
  Need to install the mortgage app only if the new hire is a 'Mortgage Officer'? Done. Tasks trigger automatically based on form inputs.
• Track system and facility access.
  Record what users can access - from Symitar to the server room. Export it later for easy audit and examiner review.
• Track issued devices.
  Laptops, tokens, phones - track it all. Makes offboarding a breeze.
• Built-in change management.
  Requests related to key systems (like GOODNIGHT) can be automatically flagged as change. Generate exportable reports for your next exam.
• Smart approvals.
  Requests requiring sign-off show an approval step right in the ticket - so nothing slips through.
• Knowledge Base.
  Store internal IT procedures, Symitar-specific fixes, and user-facing self-help. Articles can appear onscreen while a ticket is being opened - like How to PF a printer or Run an OnDemand SpecFile.

  Symitar help desk workflows often involve tasks like running an OnDemand SpecFile, PF'ing a printer, or submitting a GOODNIGHT request. SimplifyIT supports all of them.
• Productivity Suite.
  IT often owns vendor management - we've got that. You can also manage issued devices and stay on top of your PC refresh policy. Track acknowledgments for policies like Internet Use and VPN access. Plus, explore dozens of other tools to support your CU. You enable what makes sense for your team.

Made for Member-Focused Teams

Credit unions operate differently than large banks. You need internal tools that support collaboration across departments without overcomplication, for a simple, streamlined approach. SimplifyIT's ticketing system was built with that in mind - tracking requests from IT, HR, operations, compliance, marketing, and more in one secure place.

Real-World, Non-IT Examples from Credit Unions

• Branch manager reports a building maintenance issue
• Employee requests policy clarification from HR
• Compliance team submits questions during audit prep
• Marketing requests printer access for a new branch

FAQs for Credit Union Teams

Can non-technical staff use the system?
Yes. Most staff interact through email. Admins have full dashboard access, but ticket replies and updates can happen via inbox.

Is it exam-ready?
Absolutely. Each ticket includes a full timestamped history for NCUA or internal review.

Can we customize the categories?
Yes. You can set custom ticket types, categories, routing logic, and department assignments.

Get Started or See the Demo

If you're looking for a credit union-friendly ticketing system that works across every department - or one that's hyper-specialized for CU IT - you're in the right place.

Request a consultation or watch a short demo.