Help Desk Software Built for Credit Unions
Support Every Department - Not Just IT
Credit unions run on collaboration - and support requests come from every corner. Whether it's HR onboarding forms, compliance questions, or facilities requests, our internal help desk handles it all. Built into your credit union intranet, it's trackable, fast, and zero-training for staff.
How It Works
- Staff submits requests via form or email
- Tickets are auto-routed by department, branch, or topic
- Updates stay visible to both requestor and team
- Every action is logged for audit and compliance
Key Help Desk Features for Credit Unions
- Role-based routing - HR, IT, Operations, Compliance, and more
- Custom forms for easy ticket intake
- Email-to-ticket conversion for seamless adoption
- Branch-based routing and escalation
- Time-stamped audit history with optional private notes
- One-click export for NCUA reviews or internal audits
Clear Visibility Without Extra Logins
Staff can reply to ticket emails directly, without needing to log in. Supervisors and managers track progress, monitor resolution times, and generate reports - all from one central dashboard.
Frequently Asked Questions
Can this replace our current help desk?
Yes - or it can run alongside your existing system. Many credit unions start with non-IT departments like HR or Marketing before migrating fully.
Do staff need to log in to submit or track tickets?
No. Staff can submit requests via form or email, and reply to ticket notifications directly. Everything stays linked and visible on the internal dashboard.
Can we customize ticket forms for different departments?
Yes. You can create custom forms for HR, compliance, facilities, or any other team - each with its own routing rules and fields.
Does it track who handled each ticket?
Yes. Every action is logged with a timestamp, including responses, reassignments, notes, and resolutions - making audits easy.
Can we export ticket data for NCUA reviews?
Yes. One-click exports let you pull ticket histories by date range, request type, or department - ready for internal or examiner review.
Is the system easy for non-technical users?
Yes. It's designed for credit union staff in every department. Most teams are fully trained in under 30 minutes, and many need no training at all.
Explore More Credit Union Features
- Internal Forms - Collect information and trigger tickets
- Ticketing System - Routing, escalation, and tracking
- NCUA Compliance - Export records and satisfy examiners
- Intranet Search - Let staff find answers before submitting requests
