Credit Union Intranet SoftwareSimplifyIT is a trusted intranet supplier for credit unions since 2004 - offering a secure, modern platform that replaces legacy portals, manual scheduling tools, and disorganized document systems. From form automation and workflow approvals to compliance tracking and policy management, our credit union intranet brings everything together in one place - cloud, on-prem or self-hosted. SimplifyIT is more than credit union software - it's your internal communication and compliance hub, built specifically for staff workflows, document access, and audit readiness. Why Credit Union Intranet Software Must Be DifferentCredit unions have unique compliance requirements, smaller IT teams, and member-first missions. SimplifyIT's intranet platform was shaped by these needs - every feature is designed with credit union operations in mind. Built for Credit Union Teams.Trusted by Credit Unions Since 2004.SimplifyIT is the longest-standing independent intranet provider for U.S. financial institutions. Our credit union clients helped shape this platform - every feature was built with real operational needs in mind. Intranet Software for Small Credit UnionsEven the smallest credit unions benefit from organized internal tools. SimplifyIT's platform scales to your size, helping teams of 5 or 500 with document management, policy tracking, and automated workflows - without the overhead of big enterprise systems. - No IT team required - easy to manage
- Hosted or on-premise, your choice
- Built-in compliance features, even for small teams
Let us show you how it fits your size and budget.
Common Questions
Do credit unions really need intranet software?
Yes. As regulatory pressure increases, credit unions rely on intranet platforms to centralize forms, policies, staff alerts, and compliance documentation - all in one secure place.
Does SimplifyIT support small or mid-sized credit unions?
Absolutely. We work with credit unions of all sizes - including institutions with under 20 employees to 500+ employees - to deliver a flexible intranet that fits your budget and staff size.
Can the intranet help during an NCUA audit?
Yes. Many clients tell us their examiners appreciated the built-in policy acknowledgment tracking, version history, and searchability during audits.
Is the intranet hosted in the cloud, on-premise or self-hosted?
We offer all three: credit unions can choose our secure hosted option or install the software on-prem or on a self-hosted platform for full internal control.
Are intranets useful for small credit unions?
Yes - even teams as small as 5 can benefit from document management, simplified workflows, and internal communication tools.
What if we don't have a dedicated IT department?
No problem. SimplifyIT can be fully managed on the cloud, secure, and built to work with no IT support.
What Our Clients Say
"The CEO wanted me to be sure and let you know that you guys are doing a great job. I think he's impressed. I doubt we've ever had a vendor (in any department) this responsive."
★★★★★ Travis K, VP Information Systems, $147M in Assets
"We rolled out the intranet in less than a week. It's intuitive, fast, and our frontline staff actually uses it."
★★★★★ Cami, Credit Union in Louisiana
Helpful Definitions & Related FeaturesExplore All Credit Union Intranet Software Features |  On-Prem or Hosted ✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.
Choose what
fits your FI.  Audit Ready ✓ Documentation.
✓ Documentation.
✓ More Documentation.
Auditors and examiners love
documentation and exports,
the software abides.  Microsoft Integration ✓ Entra AD.
✓ Teams.
✓ Office 365 Email.
Fully integrated.  Instant Search Smart, relevant
real-time, Instant
Search - restricted
by role.  Policy Tracking Be ready for auditors
and examiners by
tracking those policy
acknowledgements.  Smart Workflows ✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.
Route, track and
document. |
