Model Policies, Guidance & Tools

CU PolicyPro includes more than 230 detailed model policies 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 regulations. The system has been enhanced to provide a modern, easy-to-navigate experience, helping users easily find, view and print both model policies and the credit union’s own customized policies. The convenient toolbox can help 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 more.

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