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.

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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Farm Credit teams often rely on informal knowledge sharing, outdated documents, or “go ask someone” workarounds.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.

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

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.

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The Results

How does ScreenSteps impact your Farm Credit?

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

Better performance

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

Faster training

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

Shorter task time

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

Fewer escalations

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

Change resilience

Make change management a breeze with notifications and rapid authoring.

Member satisfaction

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

Safer compliance

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

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 Knoweldge Capture Tools

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

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Interactive Digital Guides

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

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ScreenSteps Sidekick

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

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Micro-Courses & Learning Paths

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

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Farm Credit Change Notifications in ScreenSteps

Change Notifications & Acknowledgements

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.

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Feedback Loops

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

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"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

"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