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Live online demonstrations are now available - click here to register.
 One of the mandatory elements each credit union must have is an Operations Policy Manual. CU PolicyPro contains comprehensive policies and procedures - developed & written especially for credit unions by regulatory (legal and financial) experts. CU PolicyPro is designed for credit unions to customize and implement policies that are particular to the credit union. Existing credit union policies can be imported into the system.
CU PolicyPro uses a consistent format for clarity and ease of use, so you can find the information you need when you need it. Chapters in the manual include:
- Administrative
- Operations
- Accounting
- Security
- Asset/Liability Management
- Investments
- Lending
- Other Real Estate Owned
- Federal Regulations
Because the laws and regulations that govern your credit union are constantly changing, our Update Service is included in your annual subscription. This service provides you with monthly operations newsletters and semi-annual policy updates and with a toll-free product support help line to call when you have questions.
Not ready to purchase the entire manual? Click here for information on purchasing single or bundled policies.
 RecoveryPro will help you comply with a mandatory requirement by preparing for emergency situations with a step-by-step process. This comprehensive, easy-to-use manual is designed for credit unions to customize, implement and maintain their disaster recovery plan using a simulated online format with off-site back up services. We'll take you from development to actual implementation. You will also receive information, ideas, and strategies that will help you make disaster planning a permanent component of your credit union, and in the event of an emergency, will enable you to resume normal daily operations in an expedient manner.
RecoveryPro is a PC based product delivered on a flash drive. It includes these components:
- Implementation Guide
- Pilot Disaster Contingency Plan
- Sample Forms for building your Plan
- Reference Materials
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