Everything that's needed, in one place.
From document management to real-time voting, CUboardroom gives your directors the tools to govern effectively — anywhere, anytime.
Event & Meeting Management
Full event lifecycle — RSVP tracking, attendance, agendas, supporting documents, votes, and meeting minutes — all organized in one place.
Document Management & Storage
Unlimited document storage supporting PDF, Excel, Word, PowerPoint, MP3, and MP4 files. Includes PDF annotation, signature tools, and view-only PDF options.
Online Voting & Approvals
Enable public or private voting on resolutions, policies, and key decisions. Document approval workflows with full privacy controls and auditable results.
Discussion & Collaboration
Private discussion forums with group-based security and site-wide commenting. Event and vote-level reminders keep everyone engaged between meetings.
Expense Management
Built-in expense templates with a reimbursement approval workflow — streamlining user expense tracking and approvals.
User & Access Management
Flexible administrator and user access levels with unlimited users and groups. Granular item-level security controls for internal and external access.
Optional Zoom Integration
Launch and manage video conferences and webinars directly from the platform, bringing remote and in-person attendees together seamlessly.
Mobile Access & Security
Access the site from a variety of devices. Multifactor authentication is mandatory. Administrator reports are available.
Your board data, locked down.
CUboardroom is built with multi-layered security designed to meet the rigorous compliance standards credit unions demand.
Multifactor Authentication
Required MFA for all users ensures only authorized users and administrators can access the platform.
Private Cloud Hosting
Rackspace private cloud hosting in a tier 3 data center that holds SOC 1 Type 2 and SOC 2 Type 2 reports, and ISO 27001 certification.
Granular Access Controls
Item-level group security with internal and external access restrictions. A dedicated security officer oversees platform integrity.
Data Encryption & Geo-Blocking
All data encrypted in transit and at rest. Geo-location blocking restricts access from malicious regions. WAF, intrusion detection, RAID storage, and daily backups.
Trusted by credit unions coast to coast.
Operational since 2001, CUboardroom is operated by SmartSource, serving 275+ credit unions with over 100 years of combined industry experience.
See CUboardroom in action.
Request a personalized demo and discover how CUboardroom can streamline your board and committee communications, simplify compliance, and save your team hours every month.
Request a Demo
Fill out the form and we'll be in touch within 24 hours.
CUboardroom FAQs
What is CUboardroom?
CUboardroom is a secure board portal built for credit unions. It gives directors and committees one place for meeting management, board documents, online voting, discussions, and expense reimbursement. SmartSource has operated it since 2001, and more than 275 credit unions use it.
Who uses CUboardroom?
Credit union boards of directors, supervisory committees, and other committees, along with the executives and staff who support them. You can create unlimited users and groups, so every board and committee can have its own secure space.
Is CUboardroom secure enough for credit union board data?
Yes. CUboardroom requires multifactor authentication for every user. All data is encrypted in transit and at rest, and access can be restricted down to individual items. The platform is also protected by a web application firewall, intrusion detection, geo-location blocking, and daily backups. A dedicated security officer oversees it.
Where is CUboardroom hosted?
CUboardroom runs on Rackspace private cloud hosting in a tier 3 data center. That data center holds SOC 1 Type 2 and SOC 2 Type 2 reports and ISO 27001 certification, which supports credit union vendor due diligence.
Can board members vote online in CUboardroom?
Yes. Directors can vote publicly or privately on resolutions, policies, and other decisions. Results are auditable, and approval workflows come with full privacy controls.
What file types can we store in CUboardroom?
CUboardroom has unlimited document storage and supports PDF, Word, Excel, PowerPoint, MP3, and MP4 files. It also includes PDF annotation, signature tools, and view-only PDFs.
Does CUboardroom integrate with Zoom?
Yes. An optional Zoom integration lets you launch and manage video meetings and webinars from inside CUboardroom, so remote and in-person directors can join the same meeting.
Can directors use CUboardroom on a phone or tablet?
Yes. CUboardroom works on desktop, tablet, and mobile devices, with multifactor authentication required on every device.
How much does CUboardroom cost?
CUboardroom is sold as a subscription, priced to fit your credit union's needs. Request a demo to get a quote for your board and committees.
How do we get started with CUboardroom?
Request a demo on this page and we'll reply within 24 hours. The live walkthrough is tailored to your credit union and carries no obligation.