New CU PolicyPro features

Published by: Kim Connor

October 21, 2021 | Member Benefits

The CU PolicyPro online policy management system features more than 200 policies developed and written by regulatory experts, specifically for credit unions, that can be customized to meet your strategic needs. You can also upload and maintain all your existing policies in a fully indexed, easily accessible online manual.

CU PolicyPro was recently updated to include two new features.

  • Users can now create links between policies. Linked policies can be accessed in print/preview view and published manuals (including PDF/Word downloads).
  • Published manuals can now be viewed on-screen. The on-screen view allows users to page through a published manual, and individual policies can also be printed from the on-screen perspective.

Click here for full details about these new enhancements, or contact Member Outreach Manager Christy Clark for a personalized demo of the platform today.

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