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CU PolicyPro® includes more than 230 detailed model policies and procedures developed and written especially for credit unions by legal and financial regulatory experts.

Policy & Procedure Management

Because your credit union is unique, CU PolicyPro’s includes a complete policy management system to customize any model content to fit your credit union’s individual operations.
 
The content management tools are robust yet easy to use, allowing for easy creation, review, and maintenance of your policies and procedures all in one place. 

Auditing

  • Track changes tools allow users to visually show new or deleted text within the policies and procedures. 
  • Auditing Notes provides a printable audit trail of changes. 
  • Archiving and publishing offer a historical look at previous content versions.
  • The Activity Log details when changes were made and who made them. 

Distribution

  • The publishing tool allows selected policies and procedures to be compiled into one printable document that can be posted in read-only format on the site for staff, board or examiners to view.
  • Customizable access levels allow access to be tailored to each user’s roles and responsibilities. 
  • Assignments notify and remind users of upcoming policy and document reviews.

Content Updates

  • Quarterly content reviews and updates help you stay on top of regulatory changes.
  • Subscribe to receive notification emails when content updates are made. 

Integrated Compliance Solutions

  • The InfoSight360 platform consolidates three powerful compliance products into a single system, providing a full picture of all available resources. 
  • Utilize AI-powered search feature to quickly find answers to your compliance questions.
  • Customize your login page, dashboard widgets, and receive notifications based on your preferences. Dark mode is also available for enhanced readability.

Questions? Contact the League InfoSight support staff at 800.262.6285 ext. 510 or [email protected].

*Please note that CU PolicyPro and RecoveryPro availability and pricing may be based on league/association affiliation.  

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