---
title: Knowledge Ops Platform for Farm Credit Associations | ScreenSteps
description: Reduce employee questions, mistakes, and training time with a Knowledge Ops Platform built for Farm Credit Associations. Learn how it works.
image: https://www.screensteps.com/hubfs/2025/ScreenSteps%20Success%20Stories/ScreenSteps-Success-Story-3.png
---

[![Container (5)](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/ScreenSteps%20for%20Farm%20Credits/Container%20(5).svg)](https://www.screensteps.com/access-demo-videos?hsLang=en)

# Clarify the complexity of Ag financing with answers at your employees' fingertips

Turn complex procedures into clear, step-by-step guides that any employee can find and follow.

[Get a Demo](https://www.screensteps.com/demo?hsLang=en)

[Watch Demo Videos](https://www.screensteps.com/access-demo-videos?hsLang=en)

| ![AgVantis](https://www.screensteps.com/hubfs/Farm%20Credit%20Logos/AgVantis.svg) | ![AgTrust](https://www.screensteps.com/hubfs/Farm%20Credit%20Logos/AgTrust.svg) | ![AgGeorgia](https://www.screensteps.com/hubfs/Farm%20Credit%20Logos/AgGeorgia.svg) | ![High Plains Farm Credit](https://www.screensteps.com/hubfs/Farm%20Credit%20Logos/High-Plains-FC.svg) | ![FCV](https://www.screensteps.com/hubfs/Farm%20Credit%20Logos/FCV.svg) |
| --- | --- | --- | --- | --- |

![ScreenSteps for Farm Credits](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/ScreenSteps%20for%20Farm%20Credits/ScreenSteps%20for%20Farm%20Credits.svg)

## Answers employees can trust, right at their fingertips

Farm Credit teams often rely on informal knowledge sharing, outdated documents, or “go ask someone” workarounds. That creates bottlenecks, especially when onboarding new staff or managing loan processes that vary by region, product, or customer.

ScreenSteps solves this by giving employees **instant access to trusted, step-by-step guidance**, right when they need it. Whether staff are onboarding new borrowers, handling servicing requests, or navigating compliance steps, ScreenSteps puts clear, step-by-step guidance right at their fingertips, so they can get it right the first time, every time.

![ScreenSteps for Farm Credits](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/ScreenSteps%20for%20Farm%20Credits/ScreenSteps%20for%20Farm%20Credits.svg)

## How It Works From chaos to clarity in days

Putting trusted answers at employees' fingertips is easier than you think.   
With ScreenSteps, you can be up and running in just a week. 

##### Import + optimize all of your existing, scattered docs

 Automatically import and convert existing, scattered documentation into uniform guides that are optimized for search, humans, and AI.  
Timeline: 1 day

##### Fill the gaps with AI-powered authoring tools

 Use Clarify AI to quickly get tribal knowledge out of heads and into dynamic guides that walk employees through complex processes.  
Timeline: 1 week

##### Deliver step-by-step guides to employees' fingertips

 Put trusted answers at your employees' fingertips with the ScreenSteps knowledge hub, browser extension, and integrations.  
Timeline: Ongoing

##### Optimize overtime for continued accuracy & performance

 Leverage analytics, feedback loops, and in-app notifications to ensure your knowledge stays accurate.  
Timeline: Ongoing

![Bulk Import and Optimization of Documentation](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/ScreenSteps%20for%20Credit%20Unions/Bulk%20Import%20and%20Optimization%20of%20Documentation.png) ![Clarify AI Talk to Text Article Builder](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/ScreenSteps%20for%20Credit%20Unions/Clarify%20AI%20Talk%20to%20Text%20Article%20Builder.png) ![Dynamic ScreenSteps Articles](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/ScreenSteps%20for%20Credit%20Unions/Dynamic%20ScreenSteps%20Articles.png) ![ScreenSteps Feedback Loops](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/ScreenSteps%20for%20Credit%20Unions/ScreenSteps%20Feedback%20Loops.png)

## Deliver world-class service with confident and consistent employees

Give your employees the tools they need to succeed. Schedule a demo with the ScreenSteps team to learn more.

[Book a Demo icon-arrow-right-2 ](https://www.screensteps.com/demo?hsLang=en)

The Results

## How does ScreenSteps impact your Farm Credit?

When Farm Credit Associations move from tribal knowledge to guided knowledge, everything changes.

![](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/Group%201000007692.svg)

### Better performance

When employees have trusted guidance at their fingertips, they all work like experts. 

![](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/Group%201000007693.svg)

### Faster training

No more memorization - employees find the guide they need and follow the steps. 

![](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/Group%201000007695.svg)

### Shorter task time

Employees can find the information they need in seconds. No more binder hunting.

![](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/Group%201000007696.svg)

### Fewer escalations

With trusted guidance, supervisors aren't bogged down with questions and mistakes.

![](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/Group%201000007697.svg)

### Change resilience

Make change management a breeze with notifications and rapid authoring.

![](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/Group%201000007698.svg)

### Member satisfaction

Members receive the same consistent service, regardless of the employee or branch.

![](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/Group%201000007700.svg)

### Safer compliance

Ensure employees are performing the right steps every time (and confirm with analytics).

![](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/Group%201000007694.svg)

### Supportive workplace

When employees have the tools they need to succeed, they are happier and stay longer.

ScreenSteps Platform Features

## Create a Google-like experience for your Farm Credit employees

Unlike SharePoint, click-recording tools, or AI chatbots, ScreenSteps ensures that every guide is findable, followable, and trusted. Here's how.

[![AI Powered Knowledge Capture](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/ScreenSteps%20for%20Credit%20Unions/AI%20Powered%20Knowledge%20Capture.png) ](https://www.screensteps.com/knowledge-ops-solution/platform/authoring-tools?hsLang=en)

### [ AI-Powered Knoweldge Capture Tools ](https://www.screensteps.com/knowledge-ops-solution/platform/authoring-tools?hsLang=en)

Get critical knowledge out of heads, PDFs, and Shared Drives with rapid authoring tools. Apply Find & Follow best practices with AI-powered tools.  

[Explore Tools icon-arrow-right-2 ](https://www.screensteps.com/knowledge-ops-solution/platform/authoring-tools?hsLang=en)

[![Farm Credit Digital Guide Example](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/ScreenSteps%20for%20Farm%20Credits/Farm%20Credit%20Digital%20Guide%20Example.png) ](https://www.screensteps.com/knowledge-ops-solution/platform/digital-guides?hsLang=en)

### [ Interactive Digital Guides ](https://www.screensteps.com/knowledge-ops-solution/platform/digital-guides?hsLang=en)

Turn complex procedures into clear, step-by-step guides. Account for nuances and decisions with workflows, and never miss a step with interactive checklists. 

[Explore Digital Guides icon-arrow-right-2 ](https://www.screensteps.com/knowledge-ops-solution/platform/digital-guides?hsLang=en)

[![ScreenSteps Sidekick for Farm Credits](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/ScreenSteps%20for%20Farm%20Credits/ScreenSteps%20Sidekick%20for%20Farm%20Credits.png) ](https://www.screensteps.com/knowledge-ops-solution/platform/browser-extension?hsLang=en)

### [ ScreenSteps Sidekick ](https://www.screensteps.com/knowledge-ops-solution/platform/browser-extension?hsLang=en)

Access your knowledge hub from any web-browser or web-app with the ScreenSteps Sidekick. Integrates directly into employee workflows. 

[Learn More icon-arrow-right-2 ](https://www.screensteps.com/knowledge-ops-solution/platform/browser-extension?hsLang=en)

[![Credit Union Courses](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/ScreenSteps%20for%20Credit%20Unions/Credit%20Union%20Courses.png) ](https://www.screensteps.com/knowledge-ops-solution/platform/courses?hsLang=en)

### [ Micro-Courses & Learning Paths ](https://www.screensteps.com/knowledge-ops-solution/platform/courses?hsLang=en)

Create repeatable training programs with custom courses that enable employees to learn and grow. Combine courses into Learning Paths for continuous learning. 

[Explore Courses icon-arrow-right-2 ](https://www.screensteps.com/knowledge-ops-solution/platform/courses?hsLang=en)

[![Farm Credit Change Notifications in ScreenSteps](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/ScreenSteps%20for%20Farm%20Credits/Image%20(28).png) ](https://www.screensteps.com/features/notifications?hsLang=en)

### [ Change Notifications & Acknowledgements ](https://www.screensteps.com/features/notifications?hsLang=en)

Keep your whole team up to date and in the loop with Notifications and Announcements. Require employee acknowledgments so you know who has seen the change.

[Explore Notifications icon-arrow-right-2 ](https://www.screensteps.com/features/notifications?hsLang=en)

[![AI Powered Collaborative Editing](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/ScreenSteps%20for%20Credit%20Unions/AI%20Powered%20Collaborative%20Editing.png) ](https://www.screensteps.com/knowledge-ops-solution/platform/feedback-loops?hsLang=en)

### [ Feedback Loops ](https://www.screensteps.com/knowledge-ops-solution/platform/feedback-loops?hsLang=en)

Keep your knowledge accurate with Feedback Loops, designed to maintain steady communication between authors, admins, and users. 

[Explore Feedback Loops icon-arrow-right-2 ](https://www.screensteps.com/knowledge-ops-solution/platform/feedback-loops?hsLang=en)

 "It used to take us months of undivided one-on-one time to train new hires. With ScreenSteps, new hires are up and running in just a day or two."

**— Kaylee Schiffelbein**  
Operations Manager, High Plains Farm Credit

![Happy credit union employee](https://www.screensteps.com/hubfs/2025/Testimonial%20Image%20Library/ScreenSteps-Testimonial-17.png)

 "We were able to foster a smoother transition for our association to the Fiserv DNA Loan Servicing Account System due to the implementation of the ScreenSteps platform."

**— Carrie Casto**  
Director of Project Management, Farm Credit of the Virginias

![Woman confidently working on computer ](https://www.screensteps.com/hubfs/2025/Testimonial%20Image%20Library/ScreenSteps-Testimonial-16.png)

 "ScreenSteps has given new hires a sense of confidence and independence, while freeing up our seasoned employees to handle more complex items."

**— Kaylee Schiffelbein**  
Operations Manager, High Plains Farm Credit

![Confident credit union employee working independently](https://www.screensteps.com/hubfs/2025/Testimonial%20Image%20Library/ScreenSteps-Testimonial-12.png)

The ScreenSteps Difference

## How ScreenSteps compares to the alternatives

![ScreenSteps by competitors](https://www.screensteps.com/hubfs/2025/2025%20Use%20Case%20Pages/ScreenSteps%20for%20Credit%20Unions/Competitors%20by%20category-Credit%20Unions.svg)

Customer Success Stories

## See how Farm Credits are thriving with the ScreenSteps platform and framework

[![Man succeeding at work shaking hands](https://www.screensteps.com/hubfs/2025/ScreenSteps%20Success%20Stories/ScreenSteps-Success-Story-2.png) ](https://www.screensteps.com/case-studies/farm-credit-virginas?hsLang=en)

### [ Farm Credit Deploys Fiserv With Guided Knowledge ](https://www.screensteps.com/case-studies/farm-credit-virginas?hsLang=en)

Learn how Farm Credit of the Virginias leveraged ScreenSteps to prepare for tech transformations.

[See How icon-arrow-right-2 ](https://www.screensteps.com/case-studies/farm-credit-virginas?hsLang=en)

[![Credit union member getting good service](https://www.screensteps.com/hubfs/2025/ScreenSteps%20Success%20Stories/ScreenSteps-Success-Story-9.png) ](https://www.screensteps.com/case-studies/high-plains-farm-credit?hsLang=en)

### [ High Plains Farm Credit Trains New Hires in Days ](https://www.screensteps.com/case-studies/high-plains-farm-credit?hsLang=en)

See how this Farm Credit reduced training bottlenecks and empowered confident new hires.

[See How icon-arrow-right-2 ](https://www.screensteps.com/case-studies/high-plains-farm-credit?hsLang=en)

## Frequently asked questions

#### What is ScreenSteps and how does it support Farm Credit Associations?

ScreenSteps is an AI-powered employee training and support platform that gives employees instant access to step-by-step procedures, forms, and policies. It helps teams confidently handle complex lending, servicing, and compliance tasks without relying on memory or interrupting others.

#### How is ScreenSteps different from our shared drives or intranet?

Most internal systems store information but aren’t optimized for daily performance. ScreenSteps is designed for in-the-moment support. Employees simply search, find, and follow clear guides, even for complex or variable processes.

#### How does ScreenSteps support compliance and audit readiness?

ScreenSteps centralizes and standardizes your procedures, making it easy to update content, track version control, and ensure teams follow the right steps every time. That consistency helps reduce errors and simplifies compliance reviews or audits.

#### Can ScreenSteps help us train new employees faster?

Yes. Instead of shadowing or memorizing procedures, new hires can start contributing sooner by following real-time guidance. It accelerates onboarding while reducing the load on experienced staff.

#### Does ScreenSteps work across different departments and branches?

Absolutely. Teams in lending, operations, servicing, and compliance can all access the same up-to-date knowledge base, tailored to their workflows. You can assign permissions, track usage, and maintain content control.

#### How quickly can we get started?

Most teams begin seeing results within one week. Our team helps you convert existing documentation, identify gaps, and roll out a system that supports your staff right away.

#### What happens when loan policies or procedures change?

ScreenSteps makes it simple to update content in real time. You can assign content owners, collect feedback, and ensure all employees are working from the latest, approved version.

#### What happens when our processes change?

ScreenSteps makes it easy to update and manage documentation in real time. You can assign ownership, receive feedback, and ensure employees always see the latest version.

## Turn every employee into an expert

Stop expecting employees to memorize every step and click. Put trusted answers directly at employees' fingertips for confident, consistent service. 

[Get a Demo icon-arrow-right-2 ](https://www.screensteps.com/demo?hsLang=en)