CU PolicyPro Overview

CU PolicyPro® is an online system with more than 230 detailed model policies to help your credit unions manage today’s ongoing compliance and operational challenges. Together with InfoSight and ComplySight, credit unions will have a comprehensive suite of policies, regulatory compliance guidance, and compliance and complaint management tools written especially for credit unions by legal and financial experts at their disposal.

CU PolicyPro has recently undergone a major update!

The all-new CU PolicyPro will continue to provide the great model policy content you’ve come to expect, but now offers a fully redesigned policy management system!

The new system includes a beautiful, modern, and easy-to-navigate design to help all users easily find, view and print both model policies and the credit union’s own customized policies. System admins and policy editors will now have a whole new toolbox to create, maintain and distribute policies, assign and track policy updates and reviews, upload and share additional documents, view and confirm relevant model policy updates, and manage user access to the policy level. If you are a current CU PolicyPro client, click here!!

Model Policies

Model Policies

More than 230 detailed model operational policies to help your credit union manage today’s ongoing compliance and operational challenges.

Policy Management

Policy Management

Robust policy management tools allow easy customization of the model policies to fit your individual operations.
Auditing

Auditing

Tools to track changes, reporting, archiving and editor’s notes provide audit and review capabilities for each individual policy.

Publishing

Publishing

Publishing feature allows selected policies to be compiled into one printable document that can be posted in read-only format on the site for staff, board or examiners to view.

Updates

Updates

Model policies are updated quarterly to keep current with changing laws and regulations.

Security

Security

Secure, web-based platform allows authorized staff to securely access, view, print and update policies from any internet connection at any time

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