What CUboardroom is
Board business,locked down.
CUboardroom centralizes official board and committee correspondence in a single secure, web-enabled channel. No email attachments. No loose paper. No version confusion an hour before the meeting.
Your administrators build the agenda, attach the documents and votes. Your directors read, discuss, and decide. Minutes can be captured within the event.
Platform capabilities
Everything that's needed.Nothing that isn't.
From the agenda to the audit trail, the work of a meeting happens in one portal — and leaves a record behind it.
Event & meeting management
The full meeting lifecycle — RSVP tracking, attendance, agendas, supporting documents, votes, and minutes — organized in one place.
Document management & storage
Unlimited storage for PDF, Excel, Word, PowerPoint, MP3, and MP4 files, with PDF annotation, signature tools, and view-only options.
Online voting & approvals
Public or private voting on resolutions, policies, and key decisions, with document approval workflows and auditable results.
Discussion & collaboration
Private forums with group-based security and site-wide commenting. Event and vote reminders keep directors engaged between meetings.
Security & compliance
Examiner-ready.By default.
Access to CUboardroom is restricted externally and internally to preserve confidentiality at every level. Nothing about your board's business travels as an email attachment.
Multifactor authentication
MFA is required for every user, so only authorized users and administrators reach the portal — no shared passwords, no exceptions.
Private cloud hosting
Hosted on Rackspace private cloud 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 separate internal and external restrictions, overseen by a dedicated security officer.
Who we serve
Built for credit unions.By people who know them.
CUboardroom has been in service since 2001 and is operated by SmartSource, a partner built to serve the credit union movement — not repurposed enterprise software.
- Credit unions served
- 275+Credit unions served
- In service since
- 2001In service since
- Years of combined CU experience
- 100+Years of combined CU experience
Request a demo
See it onyour own agenda.
Tell us about your board and committees and we'll walk your team through CUboardroom on a real agenda. We will follow up within one business day.
- No obligation and no pressure
- A live walkthrough with your team
- Tailored to how your board already works
Or call 866-932-3384