Credit Union PolicyPro Operations Policy Manual
One of the mandatory elements each credit union must have is an Operations Policy Manual. CU PolicyPro contains comprehensive policies and procedures - developed & written especially for credit unions by regulatory (legal and financial) experts. CU PolicyPro is designed for credit unions to customize and implement policies that are particular to the credit union. Existing credit union policies can also be imported into the system.
CU PolicyPro uses a 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 included in your annual subscription. 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.
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.
Credit Unions affiliated with the Credit Union Association of Rhode Island are entitled access to the CU PolicyPro Operations Policy Manual.
Click here to register (one registration per credit union, please).
Training Resources
Training for CU PolicyPro is provided free of charge and credit unions may participate as often as necessary. Click here to learn more about introductory and advanced user training opportunities and to register for an upcoming webinar.
Introductory webinars require a one hour time commitment.
For more information, contact Charlotte Whatley, Director, Research & Compliance Information at cwhatley@cucenter.org or 1-800-842-1242.
| 
