6000 28th St. SE, Grand Rapids, MI 49546 | (866) 981-4983 | info@xtendcu.com | store.xtendcu.com | xtendcu.com

Pricing Guide 3

TABLE OF CONTENTS SRS Bookkeeping 4

Specialized Lending Support Services 4 eCommunications 5

Xtension Contact Center Services 7

Live Chat 7

Partner Support Services 8

Professional Services 9

PRICING PHILOSOPHY PRICING IS A TRICKY BUSINESS — we approach it from several different perspectives.

For Xtend it’s simple: we take on the perspective of a manufacturer of value whose ultimate goal is the financial success of our owners and clients. We set our prices to fit the income statements of our clients, first. Our pricing models are designed to participate with credit unions in building revenues and sharing the proceeds. No big up-front risk is passed from our business to the credit unions. Pay as you go, pay as you earn. We are not a middleman; we are a cooperative manufacturer, and we have the power to price like one.

Since we operate with a cooperative philosophy, we remind ourselves that each and every time a client remits a payment, that paid invoice is an investment, not simply a transaction for services rendered. Therefore, our price should be based on our continued ability to innovate, carry forward as an ongoing concern, and ultimately, add to the collective capital of the credit union system.

This Pricing Guide is a snapshot in time and subject to periodic updates. To fully understand each service and the value provided to our clients, please contact our sales staff through our interactive ‘Live Chat’ link at xtendcu.

Pricing Guide 4

one time charges on-going feesSRS Bookkeeping—Base Service Daily Share Draft, ACH , and ATM reconciliation, settlement, and exception reporting

SRS Stand-In Support Short-term back-office support for holidays, vacations and staffing shortages

SRS a la Carte Customized daily/weekly/monthly back office support services

SRS 5300 Call Report Services Configuration of 5300 in CU*BASE and assistance with 1st quarterly upload; assistance with subsequent quarters optional

SRS 5300 Call Report Services—Stand-In Short-term back-office support for your 5300 Call Report needs for holidays, vacations and staffing shortages

CU*BASE Conversion Support SRS Bookkeeping service for up to 90 days for new CU*BASE conversions

De-conversion Support Training and support for contracted SRS clients to bring daily bookkeeping processes in house

Investor Reporting & Escrow Administration Reconciliation, escrow analysis and payment, agency reporting for Fannie Mae, Freddie Mac and FHLB portfolio’d loans

Portfolio Conversion Project management for conversion of portfolio from 3rd party service to CU*BASE

Investor Reporting—Standard Participation Monthly settlement of standard-participated loan portfolios.

$250.00 - $500.00

$50.00 - $250.00

Quote Provided

$995.00 - $2,995.00

$995.00 - $2,995.00

$4,000.00

Quote Provided

Quote Provided

Quote Provided

Quote Provided

$100 - $400/week

$30/month$50/day for Basi

$65/day for Custom

Quote Provided

$250 - $500/quarter

$400/quarter

N/A

N/A

Quote Provided

Quote Provided

Quote Provided

SRS BACK-OFFICE BOOKKEEPING

SPECIALIZED LENDING SUPPORT SERVICES(IN PARTNERSHIP WITH LENDER*RE)

Pricing Guide 5

one time charges on-going feesMember Reach—Base Service Targeted electronic messages to members based on a pre-defined schedule of activities. Also includes the benefit of eInfo, Online Banking Community messaging services & monthly maintenance of your statement and e-statement messages.

Under $30M in Assets

Over $30M in Assets

HTML eStatement Notifications A new, innovative marketing option to reinforce yourbrand and your most current initiatives with interactiveeStatement notifications.

Custom Member Contact Messages Customized electronic messages to members based on a defined target audience; includes data mining and execution.

HTML Email—Self-Service Self-managed email marketing solution. Access to your own portal for building and sending HTML emails to members with instant email statistics and reports. Data mining not included. Training included.

eNewsletter Service Publication of monthly online eNewsletter. Delivered to members via email through our partnership with I Make News, Inc.; Content managed by Xtend with option to include custom content each month.

IT’S ME 247 ALA CARTE SERVICES

E-Info Standalone Managed content library and delivery service that pushes credit union newsletters and marketing passively, through “Teasers” or actively, through “In Your Face”, think estatement stuffer.

Online Banking Community Stories Managed content library and delivery services that pushes your marketing content to the top of the story list located on the It’s Me 247 Online Banking login page.

Two–Way Text Messaging Two-way text messaging (Powered by ZipWhip). Text enable your exiting land lines to provide a new member service delivery channel; includes pc, browser and app for management and execution by your team.

%50 discount if you launch within 60 days

$400

$100

Plain Text: $75HTML: $100

$100

$300

N/A

N/A

$250 Licensing Fee

$175/month + $0.02/email

$300/month + $0.02/email

$50.0/month + $0.02/email

$0.02/email

$50.0/month + $0.02/email

Starting at $250

$100/month

$50/month

$125/month for 1st line$100/month for each

additional line

ECOMMUNICATIONS SERVICES

Pricing Guide 6

one time charges on-going feesRevGen—Campaigns Your Way Loan campaign solution, combining eMarketing, lobby marketing, and Outbound Call Campaign’s directly to targeted members

Losing the LoveLosing the Love focuses on identifying weaknesses in credit unions. We identify members that show signs of leaving and offer you preventative solutions.

ECOMMUNICATIONS SERVICES

Target Audience Composition Package: $650

ePackage: $800

Full Service Program: $1,250

$250

Calls start at $1.50/call

Graphic design and print options are available; quote

provided upon request

$200

Pricing Guide 7

one time charges on-going fees

XTENSION CONTACT CENTER

$250

$250

Quote Provided

$500

Quote Provided

$300

$250 set-up$3,500/declaration

$250

$75/month$2.50*/call

$75/month for the first 6;$25/month for each additional

target audience$2.50*/call

Quote Provided

Starts at $25/month$2.50/loan lead$5/booked loan

Quote Provided

$150/month + $2.50/call

$45/month retainer$4/per call

$1,500 premium if > 5 days

$50/month + $2.50*/chat

*two-year contract agreement

Branch XT Inbound member service provided during Xtension business hours, including returned voice mail calls to members OVERFLOW CALLS AFTER HOUR CALLS FULLY ENGAGED INBOUND CALL CENTER

Member Experience Outbound Calls Over 13 different targeted audiences, reaching out to members via outbound calls. Audiences based on pre-defined schedule of activities.

Ready-Made Call CampaignsChoose from pre-defined topics, audiences and scripts while Xtend eliminates the work you need to put in.

XT Direct (powered by Retailer Direct) Inbound loan lead hotline where Xtension agents begin the application process by feeding apps directly to your CU*BASE loan pipeline.

*Normal per call inbound fees apply

CU*BASE Conversion Support INBOUND MEMBER SUPPORT Post-conversion to CU*BASE

OUTBOUND MEMBER CONTACT Client provided call/email lists

Xtension Disaster Recovery Support Inbound member service designed to provide the best possible support effort during significant branch outages

CHAT AND TEXT

Online Chat Live Chat link deployed within It’s Me 247 and/or on your Credit Union website with interactions handled by Xtension agents

*Normal per call outbound fees apply when member requires advanced authentication for requested support

Pricing Guide 8

one time charges on-going fees

PARTNER SUPPORT SERVICES

Cooperative Liquidity Exchange Web-based repository of investment opportunities with credit unions and CUSO partners: CD, Loan Participations, etc.

Xtend Shared Branching Annual support fee for marketing and oversight of the CU*BASE shared branching networked consortium as determined by peer-elected Advisory Council

Xtension Contact Unlimited Customized inbound and outbound call center services for CUSOs and other companies serving the credit union industry

Mobile Coupon App (Powered by Relevant Solutions)Mobile shopping coupons for members, deployed through standalone app, or embedded in credit union’s mobile app

OPTIONAL: Local merchant coupon add-on feature for your business development strategy and community outreach

Digital Signage (Powered by Revel TV) Digital signage content creation and delivery throughcloud-based managed solution

Signage hardware and Installation

Channel Valet

Debit Rewards (Powered by Buzz Points) Creative member rewards program that drives increased debit card usage and local merchant relationships

$200/posting

$300

Quote Provided

Starts at $100

Quote Provided

Quote Provided

N/A

$300/year

Quote Provided

Starts at $100

Quote Provided

Starting at $150/month

Quote Provided

Pricing Guide 9

one time charges on-going fees

PROFESSIONAL SERVICES

Travel and Expenses

$600/day + T & E

$1,000/day + T & E

Board Planning Session Facilitation Xtend President Scott Collins can help facilitate annual Board planning sessions and/or other strategic planning events

Marketing/Member Communication Consulting Professional on-site consulting by Xtend Management Team. Areas of expertise include CU*BASE cross sales, tiered services, call center execution, business development and electronic communication strategies.

Back-Office Consulting Professional on-site consulting by SRS Management Team leaders. Areas of expertise include CU*BASE tool utilization, loan servicing and back office productivity.

Pricing Guide 10

COMMUNICATE

PROMOTING YOUR VALUE PROPOSITION

COLLABORATE

VESTING IN MUTUAL SUCCESS

CONNECT

DELIVERING ON TARGET, ON TIME

EXECUTE

GUARANTEEING THE DIFFERENCE

Xtend is very proud of our credit union roots. Our cooperative CUSO model encourages partners of all sizes to consider an ownership position in the company. Since our founding in 2002, our Board of Directors has consisted of nine (9) credit union executives with a common vision of help-ing their industry peers stay relevant in the eyes of their members in an increasingly competitive marketplace. This vision translates simply—provide the highest quality service at a price point that sets us apart. As you explore our company, you will find that we are anything but “typical” in both the execution of our services and the overall value we provide our clients, owners and the industry as a whole.

Our value proposition focuses on four main objectives: COMMUNICATION, COLLABORATION, CONNECTION, and EXECUTION. With an overlying spirit of INNOVATION that encompasses everything we do. By aligning our goals with your Business Plan, we hope to help redefine your vision of what it means to be partners vested in each other’s success. Investment in Xtend allows us to build a business together. We hope you will consider this tremendous opportunity.

INNOVATION IS OUR BUSINESSDeveloping a New Blueprint for Efficiency and Effectiveness

Pricing Guide 11

Xtend is very proud of our credit union roots.

Our cooperative CUSO model encourages partners of all sizes to consider an ownership position in the company. Since our founding in 2002, our Board of Directors has consisted of nine (9) credit union executives with a common vision of helping their industry peers stay relevant in the eyes of their members in an increasingly competitive marketplace. This vision translates simply—provide the highest quality service at a price point that sets us apart. As you explore our company, you will find that we are anything but “typical” in both the execution of our services and the overall value we provide our clients, owners and the industry.

Our value proposition focuses on four main objectives: COMMUNICATION, COLLABORATION, CONNECTION, and EXECUTION, with an overlying spirit of INNOVATION that encompasses everything we do. By aligning our goals with your Business Plan, we hope to help redefine your vision of what it means tobe partners vested in each other’s success. Investment in Xtend allows us to build a business together. We hope you will consider this tremendous opportunity.

6000 28th St. SE, Grand Rapids, MI 49546 | (866) 981-4983 | info@xtendcu.com | store.xtendcu.com | xtendcu.com