CU PolicyPro

CU PolicyPro is an online credit union policy resource tool that allows you and your colleagues to research and download a single model policy, multiple model policies or a complete policy manual.

Updated CU PolicyPro

April 2021

Recently, CUPolicyPro went through a complete rebuild that includes a modern, easy-to-navigate design to help all users easily find, view and print both model policies and the credit union’s own customized policies.

System admins and policy editors will now have a whole new toolbox to:

  • create, maintain and distribute policies
  • assign and track policy updates and reviews (including email reminders of upcoming and overdue assignments)
  • upload, organize, share and assign rights to documents
  • view and confirm relevant model policy updates while editing your own policy
  • assign editing rights and manage user access to the policy level

The new CU Policy Pro will still offer the traditional features you are used to, including:

  • access to 200+ model credit union policies
  • notifications of new and updated policies
  • monthly newsletters with FAQs, technical advisories and operations news releases
  • technical support from CU Solutions Group staff

Access to CU PolicyPro

The majority of credit unions in Missouri/Kansas have already registered for CU PolicyPro. If you need a login, an admin from your credit union can provide access to you.

CU PolicyPro is a benefit of HCUA membership and possible through a partnership with CU Solutions Group. 

Does your credit union already have a CU PolicyPro account? 

Log in to the PolicyPro website

Need to register your credit union for a CU Policy Pro account?

Complete this form

Not sure if your credit union has an account?

Contact CU PolicyPro staff