Overview

Establishing clear policies and procedures is critical for maintaining consistency, ensuring compliance, and managing risks. CU PolicyPro simplifies the creation, review, and distribution of the credit unions policy and procedures with an extensive library of model content to provide clear guidelines for staff and help mitigate potential legal/regulatory and operational issues.

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Centralized Repository

Store all policies and procedures in a centralized location, making it easy to access, update, and distribute documents.

Customizable Templates

Streamline the creation process with customizable policy and procedure templates to ensure consistency and compliance.


Auditing and Collaboration Tools

Maintain a clear history of policy and procedure evolution with robust tools including Assignments, Track Changes, Activity Logs and Reports.

 

Find out more about the features of CU PolicyPro!

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