If you missed Madelyn Elias and Mary Koonce's session at the XP2 Educational Conference, here's the recap — what ComCore is, the problems it's built to solve, and what a live walkthrough of the tool actually looks like.
XP2 Educational Conference 2026 | Thursday, June 25
Madelyn Elias, Training Coordinator, and Mary Koonce, XP2 Consultant, both of United Solutions Company, led attendees through XP2 ComCore — a feature set built to expand a credit union's capabilities for serving business members. Rather than a single on/off feature, ComCore is structured in tiers, so a credit union can start small and grow into the full toolset as its business services strategy matures.
Madelyn and Mary framed the case for ComCore around two problems credit unions run into as their business membership grows: staff can't manage relationships they can't see, and businesses lose money when their accounts aren't actively managed for liquidity.
"You can't grow what you can't see." — on why ComCore centers around a single, 360° business view instead of scattered, disconnected accounts
Inside the Live Demo
- Business Summary Page — one view of business info, sales opportunities, accounts, loans, contacts, pending actions, memberships, and services
- Relationships — linking individuals to a business with defined roles, ownership percentage, and effective dates
- Resolutions — documenting who's authorized to act for a business, including limitations and required signature counts
- Commercial Lending & Risk — business loan details, risk levels, SBA/government-guaranteed loan tracking, payment schedules, and commitments
- Account Analysis — building analysis packages with earnings credit rates and settlement accounts
- Balance Management — automated low and high balance transfers between accounts, with configurable priorities and fee waivers
The session closed with a live Q&A, where Mary answered questions on implementation timing and how the Accounts, Lending, and Participations tiers map to different business services roadmaps — useful context for credit unions weighing where to start.
Want to see the full demo, including the resolution setup and balance management screens in action? It's all in the recording and transcript above.