Your website is a great tool for introducing the service and making it available to the entire membership. Our site has an extensive library of financial education materials, an overview of our services a suite of financial calculators and other tools to help your members establish financial control.

We can brand a transition page with your credit union name and logo, and add regional hours for the InfoLine. This page features a quick overview our of core services. To set up a co-branded transition page, provide your logo to your partner relations manager (for detailed information, visit our Logo Requirements page). Our web designer will create your page and provide you with the link.

Placement
It is most effective to add a brief introduction to BALANCE on the home page, services page and other prime locations on your website – often a reference to BALANCE is appropriate in multiple locations.

If you'd like some placement recommendations, our Partner Relations team is available to review your website and provide examples of other credit unions' use of the web to promote our partnership.

Sample Introductory Text
"With so many financial obligations and options, money management may seem difficult and confusing at times. That's why Your Credit Union has partnered with BALANCE, a financial education and counseling service that can help you get on track, review and improve your credit report, get out of debt, set up a spending and savings plan that works for you, or prepare to buy a home. Call a BALANCE counselor at 1-888-456-2227 and let them know you are a Your Credit Union member."

English Version (Click on the image to enlarge view)

Spanish Version (Click on the image to enlarge view)

(Click on the image to enlarge view)

DIY Transition Page
Some of our partners choose to design their own transition pages to bridge the credit union's site with BALANCE. Since you design these pages, the look and feel can match your existing site. Below you will find the text used in our standard transition pages, call-in hours per time zone, and our logo. While you are not required to use this text, we ask that if you develop your own, that we have the opportunity to review it before you launch your page. (Due to licensing restrictions, we are not able to share any of the stock photography images that appear on our materials.)

• Basic Introductory Text
  Whether you're interested in developing a workable spending and savings plan, getting out of debt, taking a look at your credit report, buying a home, or planning for your financial future, Your Credit Union wants to help. That's why we've provided access to free and confidential financial counseling and education through BALANCE.
  
  
• BALANCE Core Services
  • Toll-Free Infoline (http://www.balancepro.net/services/infoline.html)
    Certified counselors are available to answer your questions about money management and other personal finance topics.
  • Money Management Counseling (http://www.balancepro.net/services/money.html)
    Take a closer look at your spending and savings plan, and develop a plan of action to meet your goals.
  • Debt Management (http://www.balancepro.net/services/debt.html)
    If the bills are starting to pile up, a counselor can review your options, and even provide a structured repayment plan.
  • Credit Report Review (http://www.balancepro.net/services/crr.html)
    A counselor will review your report with you, making sure you know your rights. BALANCE can even provide a low-cost credit report.
  • Housing Counseling (http://www.balancepro.net/services/housing.html)
    Buying a home is one of the biggest financial commitments you'll ever make. A counselor can help you make a plan.
    
    
• Additional Mini-sites and Links
  • BalanceTrack (http://www.balancetrack.org)
    BalanceTrack is an online personal finance education program that will guide you through the core aspects of financial management.
  • Identity Theft Solutions (http://www.balancepro.net/idtheft)
    Take steps to avoid becoming a victim of identity theft, or to recover if damage has already been done.
  • Early Delinquency Intervention (http://www.balancepro.net/edi)
    There are many reasons homeowners face difficulty in making mortgage payments. Whatever the reason, it is important to be informed of all available options and to act quickly.
  • The Road to Homeownership (http://www.balancepro.net/homeownership)
    Buying a first home is exciting, but can feel overwhelming too. Through preparation and understanding the home buying process, you can achieve your dream.
  • Información en Español (http://www.balancepro.net/spanish)
    Con el patrocinio de su cooperativa de credito, usted ahora tiene acceso a servicios gratuitos de asesoría financiera.
    
    
• Contact Information and Call-in Hours
  • To speak with a counselor, call BALANCE at 888.456.2227 or email info@balancepro.org. (Please do not email any sensitive information including your account numbers or social security number.)
  • PST: Monday–Thursday, 5am–8pm, Friday, 5am–5pm, Saturday 8am–5pm
  • MST: Monday–Thursday, 6am–9pm, Friday, 6am–6pm, Saturday 9am–6pm
  • CST: Monday–Thursday, 7am–10pm, Friday, 7am–7pm, Saturday 10am–7pm
  • EST: Monday–Thursday, 8am–11pm, Friday, 8am–8pm, Saturday 11am–8pm
    
    
• Please visit our Logos page to download BALANCE & BalanceTrack logos.