Dues Supported Service

CU Policy Pro is your one-stop shop for over 200 policies to help your credit union manage today’s ongoing compliance and operational challenges. Subscribe to CU Policy Pro to take advantage of these benefits: 

  • Comprehensive policies written especially for credit unions
  • Completely customizable policies 
  • Clear and easy to use format 
  • Secure, web-based platform gives you access anywhere, anytime

Key Features

  • 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 with model policy language.
  • 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 Format: Easy to use Word compatible formatting editor.

Update Service

Because the laws and regulations that govern your credit union are constantly changing, our Update Service is also included with your manual. This service provides you with semi-annual policy updates and with a toll-free product support help line to call when you have questions.