Generate Letter of Engagement

Enter the Credit Union Code to retrieve the Credit Union's information, then verify the details and generate the official PDF.

Enter the six-character Credit Union Code and click Lookup to retrieve the Credit Union's NCUA information.

If you don't know your Credit Union's code, please contact john@branchsoft.com

This code provides a {{ discountMessage }}
(see details in the Letter of Engagement).

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{{ lookupMessage }}

NCUA information

NCUA Contact {{ lookupData.ceo_name || 'Not reported' }} President / CEO
Phone{{ lookupData.phone || 'Not reported' }}
Website{{ lookupData.website || 'Not reported' }}
{{ locationSummary(lookupData.branches) }} Click here to see and select branch locations.

These locations are retrieved from the NCUA Call Report.
Please uncheck the box next to any location that should not be included in the IT-Audit.
Unchecking a box does NOT update any information at NCUA.

{{ branch.physical_address_line1 }}, {{ branch.physical_address_line2 }}
{{ branch.physical_city }}, {{ branch.physical_state }} {{ branch.physical_zip }}
{{ branch.phone }}
{{ branch.hours }}
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The engagement letter was created successfully.

These links expire approximately {{ result.expires_hours }} hours after creation.

The PDF creation may take several seconds.