TOOLSDIGITAL
Get more done in less time.
People you need, YOUTECHNOLOGYWANT.
Compeer’s digital solutions are innovative and relevant, helping you easily and conveniently manage your accounts and assess the financial health of your operation. Ultimately, these tools help you make informed business decisions while getting business done.
As your trusted financial services partner, Compeer Financial® is committed to providing robust and secure online tools to help our clients get business done—where and when you want.
The Compeer team will meet you where you’re at—whether it’s on your farm, at your home, at a Compeer office or online. Our tools and technology make doing business with us convenient and flexible, giving you more choices in how we partner together.
No matter your level of comfort with technology, our tools are intuitive and clear. Protecting your financial information is our highest priority and our Online Banking and Mobile Banking tools are designed with multi-layered security to protect your accounts and safeguard your information.
Do more in less time.
BANKINGONLINE
EASY. CONVENIENT. SECURE.
Online Banking never closes. Check your balances and manage your accounts when and where it’s convenient for you. Download our Mobile Banking App to easily manage your money on your phone or mobile device.
Compeer Financial’s Online Banking platform makes managing your money easy. Designed with agriculture and rural America in mind, along with best-in-class security, our tools make it simple. You’ll be able to do more in less time so you can focus on other priorities.
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WITH ONLINE BANKING YOU CAN: • Pay bills • View account balances • Transfer funds • View statements • Create customized account alerts • Connect external accounts • Integrate your financial information with QuickBooks WITH BUSINESS BANKING YOU CAN: • Quickly and efficiently make and receive payments with ACH tools* • Schedule wires to easily transfer money to another financial institution* *These features are in addition to the standard Online Banking features.
SUPPORT WHEN YOU NEED
IT Have a question or want to learn more? Connect with us by calling (800) 705-6603 or visiting compeer.com/onlinebanking 5
• Your accounts are at your fingertips, whether you’re at home, at the farm or on the go.
Data rates may apply. Check with your mobile phone carrier for details. and the Apple logo are trademarks of Apple, Inc., registered in the U.S. and other countries. App Store is a service mark and the are trademarks of Google,
Compeer Financial’s Mobile Banking App puts the highest priority on security and usability. Mobile Banking is ready to fit seamlessly into your life and into your hands. Check your balances and manage your accounts when it’s convenient for you because Mobile Banking never closes.
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Inc. Download Our Mobile Banking App Today Have a question or want to learn more? Connect with us at (800) 705-6603 or compeer.com/onlinebanking
balances • View
Apple
• Touch
CONVENIENT FOR YOUR BUSY SCHEDULE
• Manage funds, check your balances or pay your bills right in the app.
EASY TO USE
of Apple, Inc. Android, Google Play
Google Play logo
• Deposit
• Transfer
SECURE FOR WORRY-FREE TRANSACTIONS
• Instantly
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WITH MOBILE BANKING YOU CAN: checks remotely funds view account details and history ID and Facial Recognition
• The Mobile Banking App is intuitive and clear, no matter your level or comfort with technology.
Manage your money anywhere.BANKINGMOBILE
Save time with direct payments.ELECTRONIC FUND THROUGHTRANSFERSACH
When you need to send money quickly, let Compeer Financial help by setting up a direct payment through ACH (Automated Clearing House). It’s convenient and reliable, and can save you time by sending funds directly to the recipient you choose. Call us at (844) 426-6733 and our team will be happy to assist you.
MOVE MONEY AUTOMATICALLY
In addition to making payments, you can also send funds to another bank account or investment account. And best of all, it’s free! ACH transfers make sending money convenient, giving you peace of mind. Call us at (844) 426-6733 for our team to assist you in setting up your ACH.
SETTING UP YOUR ACH
Anytime, anywhere.ACCESS FINANCIALYOURINFO
• View contact information for your Compeer representatives
Enroll in MyCompeer today to:
• Create and submit your balance sheet online with our interactive tool
• View your crop insurance documents
• Manage your contact information
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Visit compeer.com/mycompeer or call us at (844) 426-6733.
MYCOMPEER FEATURES
• Gain 24/7 access to your information, securely from any device
• View statements, billings and other account documentation
• Renew your operating loan (qualifying loans only)
ENROLLMENT IS QUICK AND EASY
• Securely exchange documents with your Compeer team
• Access MyLearning, educational resources and courses
Staying connected to your accounts and financial information is important. With MyCompeer, you’ll enjoy the convenience of secure online access at your fingertips. MyCompeer is available 24 hours a day from your desktop, tablet or smartphone.
• View account balances, payment information and other details
Continued learning and education are key components for success in agriculture. Compeer Financial offers a variety of educational tools—including our MyLearning platform— with content tailored to our clients and their operations, on topics like developing a grain marketing plan, balance sheet basics, cost of production, transition planning and more.
EXCLUSIVE CONTENT
EDUCATIONCLIENT
Compeer clients get the added benefit of extensive educational programming through this learning portal, including exclusive videos, interactives, worksheets, templates, tools and resources to help you succeed. This online programming is available on demand, when and where you need it!
GET STARTED WITH MYLEARNING TODAY
Access MyLearning by clicking the ‘Education’ menu in your MyCompeer account. ahead of the curve.
Stay
BENEFITS OF E-SIGNATURES
• Accurate: E-signatures serve as a guide for clients signing documents, as the form will not send if all required fields have not been filled in and signed on the pages as specified by the sender.
Need to sign paperwork at Compeer Financial? Save time and hassle by using our e-signature tools. Instead of mailing documents back and forth, which can take days or even weeks, e-signatures let you conduct business almost instantly from most anywhere and at anytime with just an internet connection. You’ll find it’s a quick and easy way to do business!
• Transparent: You can download, save and/or print any documents sent to you for your own records.
• Convenient: E-signatures eliminate the need to be present physically to sign documents. For business partners in different geographic locations, e-signatures allow you to complete a transaction from thousands of miles away, if needed.
• Secure: E-signature technology uses rigorous security certification standards and strong data encryption methods to help ensure documents, data and approvals remain private and secure.
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Next time you need to sign a document, ask the Compeer team about e-signatures! We’re happy to help you get set up.
• Flexible: You can access and sign documents digitally from any internetenabled device (ex: computer, smartphone or tablet), where and when it’s convenient for you.
An easier way to sign paperwork.E-SIGNATURES
Sign or Get Signatures
While our team is happy to meet with you in person for loan closings, Compeer Financial also has tools in place that allow you to close on your loan from just about anywhere. Our e-signature tools, along with access to remote online notarizations,* help take the stress out of closing. All you need is a computer with a webcam and an internet connection.
• Saves time and travel: Online closings typically take less time than a traditional closing, meaning you can get back to what matters most.
• Convenient: Whether you are in the next county or across the country, online closings are a convenient solution that make the entire experience simple.
• Increased accuracy: Meeting online lessens the chance that a signature is missed on a document.
Enhanced closing options.
BENEFITS OF ONLINE LOAN CLOSINGS
LOANONLINECLOSING
*Remote online notary not available in all states.
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17 Compeer Financial offers a tool for clients to renew their crop insurance policies online, making renewal fast and easy.
Online convenience.
Clients with crop insurance policies that are eligible for online renewals will receive an invitation and instructions on how to complete the online renewal process. Of course, if you want to renew your policy in person, we’re always here to help.
CROP INSURANCERENEWALS
Compeer Financial provides a variety of mortgage services, with online tools to help you easily navigate the application and financing process. We’ve helped thousands of clients by making it as easy and predictable as possible. MORTGAGE SERVICES • Single-family residences • New home construction • Hobby farms and acreages • Bare land/site loans • Manufactured homes • Home mortgage refinance • Recreational land financing • Home renovation financing ONLINE MORTGAGE TOOLS • Online mortgage application • Find a local mortgage specialist • View the status of your application in real time • Calculators and additional online tools Visit compeer.com/onlineservices to learn more about our mortgage tools.
Navigate the financing process.MORTGAGEONLINE TOOLS
Track your profitability.MANAGERMARGIN
» Create projected cash flow summaries
Dairy Revenue Protection is an important tool for dairy producers, and it’s critical you have access to resources that help you utilize DRP effectively. Compeer’s free DRP Analyzer is a one-stop shop for DRP updates and information specific to your operation, allowing you to make more effective risk management decisions. The DRP Analyzer includes:
» Cash land calculator to help determine value per acre
• DAIRY MARGIN MANAGER | compeer.com/dairy-margin-manager
» Whole farm budget to understand projected income and expenses
HOW PROFITABLE IS YOUR OPERATION?
• GRAIN MARGIN MANAGER | compeer.com/grain-margin-manager
» Track and plan grain sales and insurance
» Premium quoter
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» Calculate and determine projected income and expenses
» Understand profit margins per cow
• TIMBER MARGIN MANAGER | compeer.com/timber-margin-manager
» Analyze debt payments
» Operation overview Contact your Compeer Insurance Officer today to get access to the DRP Analyzer and the mobile app.
DAIRY REVENUE PROTECTION (DRP) ANALYZER
» Endorsement tracking
» Create a financial history for up to three years
» Model your current forestry operation
» Make projections and model “what-if” scenarios
» Guide your forestry operation decisions for future years
Our easy-to-use tools assist you in calculating and determining costs of land, machinery and your whole operation, all to help you input accurate numbers to know when you will break even and how you can improve profitability. You can establish monthly targets to help you understand if your financial needs will be met, even before they occur.
Compeer Financial knows tracking your profitability in an ever-changing market is more important than ever. Our Margin Manager tools help you manage risk in your operation, with interactive reports that help you take the emotion out of your marketing decisions.
» Machinery calculator to understand cost per acre
» Market dynamics
Compeer Financial continuously aims to meet and exceed best practices when it comes to information security. Protecting your financial information is our highest priority, and we intend to make every aspect of your online interaction with Compeer secure.
Our digital tools, including Online Banking, Mobile Banking and MyCompeer, are designed with industry-standard encryption and multi-layered security to protect your accounts and safeguard your sensitive information.
TOCOMMITMENTSECURITY
23 CONNECT WITH COMPEER Online Banking compeer.com/onlinebankingMyCompeercompeer.com/mycompeer Quick Links Online CompeerOnlinecompeer.com/onlineservicesToolsBankingSupport:(800)705-6603ContactCenter:(844)426-6733
Financial® is a member-owned Farm Credit cooperative that provides financial services, resources and expertise to champion the hopes and dreams of agriculture and rural America. Compeer Financial can provide assistance with finances based on historical data and industry expertise. Compeer does not provide legal, tax or investment advice. Compeer Financial, ACA is an Equal Credit Opportunity Lender and Equal Opportunity Provider and Employer. © 2022 All rights reserved.
Compeer
2600 Jenny Wren Trail PO Box 810 Sun Prairie, WI 53590 (844) 426-6733
