Peer-to-Peer FAQs

Jun 06, 2017 / Modified 3 years ago

Welcome to our Frequently Asked Questions (FAQs) page! All of the questions below have short answers that expand when you click on the questions. Additionally, there are links to longer support pages within the short answers and at the bottom of each section. If your question is not below, try using the search bar above to ...

All Formulas & Ratios In Peer-to-Peer

May 03, 2017 / Modified 7 years ago

Did you search for a formula or ratio? You're ALMOST in the right place! In Peer-to-Peer, there are two primary ways to use formula names, ratios, or account codes to power hundreds of built-in displays or custom analysis. You can also modify and customize these inputs. Here's how to use formulas and account codes in Peer-to-Peer: Universal SearchFrom the ...

Getting Started With Callahan

Apr 27, 2017 / Modified 3 years ago

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, …

General Callahan

Guide to Company Admin Responsibilities

Apr 26, 2017 / Modified 5 years ago

As the company administrator, your Callahan account has some additional options. This article will run through the features that a company administrator should be familiar with. 1. Setting Up a New User To set up a new user, click “Account” in the left-hand navigation and then “Manage Users”. This is where you can edit different …

ROM: Return of the Member

Apr 24, 2017 / Modified 7 years ago

Measuring Member Value Credit unions have different goals than for-profit financial institutions. Instead of solely examining financial data, credit unions must also quantify the value they provide to members to accurately understand their performance. Callahan’s Return of the Member score is built just for that. Return of the Member, also referred to as ROM, looks ...

Introduction: Peer-to-Peer Settings

Apr 13, 2017 / Modified 7 years ago

The Settings Menu within Peer-to-Peer allows you to manage and customize many aspects of Peer-to-Peer. Overview This guide outlines for you how to: Enable and disable inactive institutions How to manage folders How to upload your 5300 call report. To access the Settings menu, go to the upper right corner of your screen and click ...

Data FAQ Formulas Peer-To-Peer Tips and Tricks

Account Code Lookup Resources

Apr 12, 2017 / Modified 7 years ago

Looking for a specific account code, or trying to figure out what an account code stands for? Wonder no longer! There are two ways to find out about a given account code: Navigate to the main search bar in Peer-to-Peer to look up an account code Click below to download the full reference guide to …

Getting Started With Peer-to-Peer

Mar 30, 2017 / Modified 7 years ago

What Can I Do With Peer? (Level 1) Level 1: What Can I Do With Peer? Analyze Institutions, Modify Graphs, Create Displays Get logged in and manage users Create a primary institution to use in analysis Create comparison peer groups against which to benchmark your primary Use the built-in displays to analyze your institution in ...

P2P: Custom Peer Groups Based on Criteria

Mar 15, 2017 / Modified 7 years ago

Go to the ‘Comparison Set’ menu and select ‘Create New’ Click ‘Create a peer group based on criteria’. The ‘Create Peer Group’ window will appear. As you move through the criteria choices, you can check to see what your choices are doing to the list of possible peer group members. See which institutions are in ...

Peer-To-Peer Training

Aug 09, 2016 / Modified 2 years ago

We host training for Peer-to-Peer every other week. In anticipation of our upcoming Peer+ Launch, we will be dedicating some of our training time to showing you the new program. Training Dates & Descriptions March 1 – Peer-to-Peer Only March 15 – Peer-to-Peer and Peer+ March 29 – Peer-to-Peer Only April 12 – Peer-to-Peer Only ...