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Call Report Pro CU®

Automating your quarterly NCUA 5300 Call Report process saves time, resources, and reduces the risk of possible errors.

Call Report Pro CU allows credit unions to electronically file the 5300 Call Report to the NCUA. Extensive edit checks ensure accurate filing results, and built-in performance and peer reports are available for management.

  • Screens are designed to look like the printed 5300 Call Report being created and are updated quarterly to include the most recent NCUA changes.
  • Import data directly from general ledger or other data files via our DataLink tool to reduce filing preparation time and risk of errors.
  • Over 1,500 built-in NCUA edit checks that catch data entry errors and alert users of potential problems.
  • Includes onscreen NCUA line item instructions, historical data graphs, notes capability, and the option to perform and track any last-minute adjustments.
  • Completed data can be easily uploaded directly to the NCUA's Credit Union Online web-based application for the 5300 Call Report.
  • Reports menu allows users create various presentation-quality reports for management, including several with peer data.
For more information about Call Report Pro CU and/or a product pricing request.