Getting Started With Callahan

Jump Into Analytics

As a Callahan & Associates’ client, you have access to a set of our analytics resources designed to help credit union industry professionals like you do their jobs better.

In this section, you can learn:
  • What solutions each of our analytical tools can help you with

  • How to log in, manage users, and act as an admin

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Pick The Right Analytical Tool For Your Needs

If you’re not sure what you have access to, please reach out to our support team.

There are several options to pick from when selecting which analytical tool is right for your performance analysis needs. To help you pick the best resource for your needs, review the main features, applications, and included data for each. While one tool might fit your needs today, we encourage you to log in and familiarize yourself with all four resources for future projects that might arise.

Peer-To-Peer
CUAnalyzer
BranchAnalyzer
MortgageAnalyzer

Peer-to-Peer is our most in-depth financial analysis and benchmarking resource that helps you accurately and quickly compare a credit union’s performance against relevant peers, including banks. With customization that allows you to pull any account code recorded on the 5300 call report for peer group creation or report building, your analysis options are endless.

Included data:

  • 5300 call report data (dating back to 1998)
  • FDIC Bank (dating back to 2005)
  • Econometric data
  • Return-of-the-Member (ROM) scoring system
  • CUPP scoring
  • Vendor data (core processors, home banking, auditor, and more!)

Use Peer-to-Peer to:

  • Utilize hundreds of built-in reports for easy analysis
  • Customize charts, graphs, and formulas to fit your needs
  • Compare performance to banks and credit union peers (Think peers with similar loan portfolios, branches, members, vendor partners, field of membership, low income designation, geography at the state and county level, and much more!)
  • Prepare and set up monthly reports that can be delivered via email to your inbox each quarter

Common projects Peer-to-Peer can help you with:

  • Strategic planning
  • Monthly/quarterly management and board reporting
  • Merger analysis
  • Vendor conversion research
  • Efficiency & productivity analysis
  • Risk-Based Capital and Interest Rate Risk basics
  • Loan portfolio performance
  • Member value analysis

CUAnalyzer is an educational resource that allows you to quickly analyze performance in key financial and operational areas. Unlike Peer-to-Peer which requires more of a working knowledge of the 5300 call report, CUAnalyzer is ideal for professionals looking to learn more about particular performance ratios and identify areas of strengths and weaknesses quickly.

Included data:

  • 5300 call report data (dating back 5 years)
  • Return-of-the-Member (ROM) scoring system

Use CUAnalyzer to:

  • View built-in reports including those by role type
  • Compare performance against credit union peers using financial and geographical filters (limited in comparison to Peer-to-Peer)
  • Read ratio definitions and performance analysis text that explains your current position and potential avenues for improvement
  • View a snapshot of strengths and weaknesses and how you rank against peers

Common projects CUAnalyzer can help you with:

  • Staff/board education – this program is ideal for new employees, board members, and staff who might not work with data frequently.
  • Monthly/quarterly management and board reporting
  • Goal setting in key metrics

BranchAnalyzer is a deposit market share analysis tool that helps you track deposit performance at the branch, institution, and market level.

Included data:

  • FDIC Deposit data (for bank branches)
  • S. Census data
  • 5300 call report data (deposits for credit unions are an average of total deposits/number of branches)

Use BranchAnalyzer to:

  • Evaluate entire markets to reveal market leaders, identify historical trends, and uncover branch expansion opportunities
  • Gauge branch performance with data like total deposits, deposit growth, market share, and number of branches in selected markets
  • Quickly and easily generate maps which highlight all branches in your chosen market, including recently closed branches

Common projects BranchAnalyzer can help you with:

  • New branch location research
  • Competitive marketplace analysis
  • Branch performance analysis

MortgageAnalyzer is a mortgage market share analysis tool that allows you to quickly identify market leaders and analyze your credit union’s position against credit unions, banks, mortgage CUSOs, and other mortgage lenders.

Included data:

  • Home Mortgage Disclosure Act (HMDA) data

Use Mortgage Analyzer to:

  • View mortgage lending leaders in your marketplace
  • Track application and funding volume by loan purpose (purchase, refinance, home improvement), loan type (conventional, FHA, VA, FSA), lien type (first, subordinate), and occupancy status (owner occupied, non-owner occupied).
  • Uncover local competitors you might not be aware of
  • View institutional market share and historical trend analysis
  • Analyze markets on the state, county, and metropolitan statistical area level

Common projects MortgageAnalyzer can help you with:

  • Competitive mortgage research
  • Marketplace analysis to determine where to focus mortgage efforts and what needs improvement

Access & Registration

How to Log In?

The username and password you entered to access this site can be used to enter your Client Portal, which has links to all the resources outlined on this page.

We recommend you start your journey via the Callahan Client Portal (shown at right), which you can do via Callahan.com or CreditUnions.com.

Your login credentials also work to access CreditUnions.com, which is the editorial wing of Callahan & Associates.

To reset your password, follow the steps below, based on whether you’re already logged in to your Client Portal:

  1. You are already logged into your client portal or CreditUnions.com, but can’t remember your password or want to reset it for other reasons. To do so, either click your name in the upper right hand corner and then “My Account” or click “Account” in the left hand navigation and then “My Profile”. Underneath the information listed in the “My Account Info” tab there is a button, “Reset Password”. Click this and follow the directions to change your password.
  2. You’re locked out! To get this situation fixed as quickly as possible, simply click here and submit your email address to retrieve your password. To do this, you need to be logged out of CreditUnions.com

As a reminder, although these steps take place on CreditUnions.com, that is because CreditUnions.com is a Callahan & Associates resource. Your login email and password will be identical for both.

Your account administrator (note: there may be several) can set up any coworkers you wish with access. Your Callahan partnership is enterprise-wide and comes with unlimited user logins.

Company admins are the only users with manage user privileges, which allow them to add, edit, or remove user access. Please read the article linked below for full instructions on how managing users works.

If you don’t know who your company admin is or your account manager from Callahan & Associates, please email the Callahan Support Team and they will get back to you as soon as possible.

Company administrators help ensure your team’s information and user list is as up-to-date as possible.

Company admins have the ability to:
  • Manage users (Add, edit, and deactivate).
  • Update user and company-level contact information.
  • Upload a company logo.
  • Upload 5300 call report for early access.
  • Edit branch deposit data in BranchAnalyzer

user_email; $date = new DateTime(); $key = InterfaceString($uemail2, $date); $cualink=’http://cuanalyzer.com/passthru.htm?username=’.$uemail2.’&link=’.$key; $peerlink=’http://cloud.p2psoftware.com/passthru.htm?username=’.$uemail2.’&link=’.$key; $balink=’http://www.branchanalyzer.com/home/Redirected?id=’.$key.’&email=’.$uemail2; $malink=’http://mortgage.p2psoftware.com/MAPeerLogin.aspx?Pkey=’.$key.’&email=’.$uemail2;
/********************* DO NOT EDIT ABOVE THIS LINE ****************/ ?>