|updated 05/17/13 01:07 PM
|MODEL POLICIES JUST A CLICK AWAY
|CU PolicyPro Simplifies Operations
|CU PolicyPro can help your credit union succeed in the
changing world of regulatory compliance! In collaboration with
InfoSight, you have access to more than 200 customizable
policies developed specifically for credit unions by legal and
financial regulatory experts.
|What is CU PolicyPro?
In short, CU PolicyPro simplifies and
streamlines your credit union's operation policies. It is the
industry's leading source for model policy content, regulatory
compliance guidance, and policy management.
|Users can choose from more than 200 model policy templates
that can easily be edited and implemented based on your credit
union's unique requirements. The policies are fully compliant with
National Credit Union Administration (NCUA) regulations.
|Additionally, credit unions can inquire about CU PolicyPro
Plus, available exclusively through CURoots Services. If your
credit union staff doesn't have the time or resources to customize
and manage CU PolicyPro policies, inquire about CU
PolicyPro Plus! Call 909.214.0959 to learn more.
|Why CU PolicyPro?
- Access 24/7—CU PolicyPro is a web-based
platform allowing any authorized staff to securely access
policies from any Internet connection.
- Convenience—Easily add, remove, or customize
model policies. Existing credit union policies can also be
copied into the system.
- Easy Publishing—Compile selected policies into a
single printable document that can be posted in a read-only
format for staff, board members, or examiners to view. The
Storage Area allows supplemental electronic documents,
such as manuals, to be uploaded and posted for viewing by
- Up-to-date Policies—Semi-annual updates keep
you current with changing laws and regulations.
- Library Access—Find a running list of archived
newsletters and changes in policies to help you manage your
policies more effectively.
- User Security—CU PolicyPro supports multiple
users with varying levels of access, from full administrative
access to read-only access.
- Training—Training videos and a written user's
guide provide you with step-by-step instruction on how to use
all of CU PolicyPro's features.
|For more information, contact the California and Nevada Credit
Union Leagues' Research and Information Hotline at 877-243-
|* Note: A separate identification and password is required to
access the Operations Policy Manual for CU PolicyPro.
|Please link to the following document: http://ca.leagueinfosight.com/CU_PolicyPro_Registration_37378.html