CU PolicyPro

CU PolicyPro is your one-stop shop for model policies to help your credit union manage today’s ongoing compliance and operational challenges. Credit unions receive access to this valuable resource as part of the dues service package your credit union receives for affiliation with CCUA.

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.

Because your credit union is unique, CU PolicyPro not only includes the model policy content, but a full policy management system that lets you customize any model policy to fit your credit union’s individual operations.  The policy management tools are robust yet easy to use, allowing easy maintenance of policies all in one place. Your existing polices can also be added to and maintained within the system.

A comprehensive, on-demand suite of New User Training videos are available to easily learn how to use the system. A Resources area includes an archived history of changes made to the model policies, newsletters and other tools to help make managing policies a little easier.

This program is free of charge for affiliated credit unions and is the perfect complement to InfoSight to further strengthen your compliance efforts.

For a CU PolicyPro Brochure, click here.

Accessing CU PolicyPro

A separate ID/PW is required to access CU PolicyPro.
If you already have an ID/PW for CU PolicyPro, click here to login.

The majority of Association member credit unions have already registered for CU PolicyPro. If you need a login, an admin from your credit union can provide access for you to login and view the model policies and any of your customized policies. If you are unsure who the admin users are from your credit union, please email support for assistance.

Additional Information:

  • For additional information about CU PolicyPro, contact Charlotte Whatley, Vice President, Compliance Services or call 1-800-842-1242.