CU PolicyPro Features

CU PolicyPro® is a powerful online tool designed specifically for credit unions to simplify policy and procedure management and ensure compliance. With an extensive library of model policies and procedures, CU PolicyPro provides the essential resources credit unions need to navigate the complexities of operational management.

CU PolicyPro also includes a comprehensive policy management system with robust auditing capabilities and customizable user access. Additionally, RecoveryPro® subscribers will benefit from seamless integration with CU PolicyPro, providing a unified experience across both platforms.

Explore the features that make CU PolicyPro a vital resource for your credit union, helping you maintain compliance, stay organized, and reduce the challenge of policy management.

If you are a current CU PolicyPro client, click here!!!

Model Policies & Procedures

CU PolicyPro includes more than 230 detailed templates that can help your credit union manage today’s ongoing compliance and operational challenges. Developed and written especially for credit unions by legal and financial regulatory experts, CU PolicyPro is designed to be compliant with applicable federal laws and regulations.

CU PolicyPro chapters include:

Policy & Procedure Management

Because your credit union is unique, CU PolicyPro offers a complete policy management system that allows you to tailor any of the model content to suit the specific operations of your credit union.   The policy management tools are robust yet easy to use, allowing easy creation and maintenance of policies and procedures all in one place. Your existing polices and procedures can also be added to and maintained within the system.

To help you get started, a comprehensive set of User Guides provides a thorough overview of all the system functionalities. The Resources area includes a history of changes made to the model content, as well as newsletters and other tools designed to simplify policy and procedure management. 

Auditing

Our robust auditing tools make it easy to document and review every of stage development and changes to the credit union's policies and procedures.

The Track Changes tool allow users to see what has been added or removed in a document, making it simple to spot updates. The Auditing Notes feature helps everyone understand the reasons behind modifications. System Reports give a clear overview of all activity dates, so users can quickly see which policies and procedures have been updated, reviewed, approved, or published. Finally, our archiving and publishing options let users access previous versions of content, ensuring historical context is always available.

Publishing

The Publishing tool enables users to compile select policies and procedures into a single printable document, which can then be made available in a read-only format within the system or can be downloaded, making it easy for staff, board members, or examiners to access and review. 

Updates

Stay on top of regulatory changes with CU PolicyPro. Our model policies and procedures are reviewed each quarter, ensuring they are updated to reflect the latest laws, regulations, and examiner feedback. The content update process not only includes revisions to existing policies and procedures but also introduces new content as needed, helping your credit union maintain compliance and adapt to the ever-evolving regulatory environment.

Assignments

The Assignments feature allows authorized staff to assign reviews for policies, procedures, published content, or documents uploaded by the credit union. This built-in functionality is designed to keep staff and board members engaged and accountable, ensuring that reviews are conducted in a timely manner. Once  an assignment is completed, users have the opportunity to provide feedback on their review.

File Management

Our secure File Management feature provides authorized users with the option to upload the credit union's own documents. Files can be organized within designated folders in the Resources area, making them easily accessible to staff and board members. Files and folders can be customized with specific access permissions to determine exactly which users will have access.

Security

Authorized staff can securely access, view, print, and update policies and procedures from any internet connection at any time. Administrators can establish varying levels of access for users, ranging from full administrative rights to read-only permissions. This flexibility ensures that all team members have the appropriate access they need while maintaining the integrity and security of the credit union's content.

Comprehensive User Guides provide step-by-step instruction on how to most efficiently use all of CU PolicyPro's features. The CU Solutions Group staff is available to assist with technical support, questions related to content, or general best practices and tips for developing and managing your plan.

Questions? Contact the League InfoSight support staff at 800.262.6285 ext. 510 or policysupport@cusolutionsgroup.com.

*Please note that CU PolicyPro and RecoveryPro availability and pricing may be based on league/association affiliation.