CU PolicyPro Overview
Establishing clear policies and procedures is critical for maintaining consistency, ensuring compliance, and managing risks. CU PolicyPro simplifies the creation, review, and distribution of the credit unions policy and procedures with an extensive library of model content to provide clear guidelines for staff and help mitigate potential legal/regulatory and operational issues.
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Centralized Repository Store all policies and procedures in a centralized location, making it easy to access, update, and distribute documents. |
Customizable Templates Streamline the creation process with customizable policy and procedure templates to ensure consistency and compliance. |
Auditing and Collaboration Tools Maintain a clear history of policy and procedure evolution with robust tools including Assignments, Track Changes, Activity Logs and Reports. |
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Model Policies & Procedures
More than 230 model policies and procedures give credit unions confidence that they are meeting compliance requirements and managing their operations smoothly.
Policy & Procedure Management
Auditing
Tools to track changes, generate reports, archive content, assign reviews, and add auditing notes provide an effective way to document updates for each individual policy and procedure.
Publishing
The publishing feature lets credit unions compile selected policies and procedures into a single printable document, making it easy for staff, board members, or examiners to access and review.
Updates
Model policies and procedures are updated quarterly to current with new or changing laws, regulations, and examiner expectations.
Security
Our web-based platform allows authorized staff to securely access, view, print, and update policies and procedures from anywhere with an internet connection.