Credit Union PolicyPro Operations Policy Manual

 

Welcome to CU PolicyPro - Your one-stop shop for over 200 policies to help your credit union manage today's ongoing compliance and operational challenges. Rhode Island credit unions receive access to this valuable product as part of the dues service package your credit union receives for affiliation with the Credit Union Association of Rhode Island.

CU PolicyPro contains comprehensive policies and procedures developed and written especially for credit unions by regulatory (legal and financial) experts. CU PolicyPro is also completely customizable to the specific needs of each credit union. Existing credit union policies may easily be imported into the management system. CU PolicyPro uses an overall consistent format for clarity and ease of use, so you can find the information you need when you need it.

Chapters in the manual include:

• Administrative
• Operations
• Accounting
• Security
• Asset/Liability Management
• Investments
• Lending
• Other Real Estate Owned
• Federal Regulations
• Record Retention
• Fair Credit Reporting Act (FACTA)

Because the laws and regulations that govern your credit union are constantly changing, our Update Service is also included with your manual. This service provides you with semi-annual policy updates and with a toll-free product support help line to call when you have questions.

Features and Benefits:

• Administrative Flexibility
  A secure website with administrative access unique for each credit union.
   
• Archival, Versioning & Change History
  PolicyPro will help you archive changes when new policies are approved.
   
• Attach Documents or Files
  Storage space where Board members can view policies waiting to be Board reviewed.
   
• Customizable Templates
  Over 200 policy templates with model policy language.
   
• Department Grouping
  Policies organized by operational department.
   
• Designed for Federal Regulatory Compliance
  Policy templates include standardized federal content.
   
• Review, Approval, & Publication
  Create, review, approve, and read all your documents at any computer.
   
• Track Changes
  Semi-Annual Updates with easily tracked changes.
   
• Web Distribution of Policies & Procedures
  Your staff can now access your policies anywhere they have access to the Internet.
   
• Word Compatible Formats
  Easy to use Word compatible formatting editor.
   

Training Resources
Training for CU PolicyPro is provided free of charge and credit unions may participate as often as necessary.

Additional Information
For additional information about CU PolicyPro, contact Charlotte Whatley, Director, Research & Compliance Information at cwhatley@cucenter.org or 1-800-842-1242.