Sample Policies

CU PolicyPro is a benefit of membership at no additional charge to member credit unions.

CU PolicyPro and its Operations Policy Manual include more than 200 comprehensive policies developed and written specifically for credit unions by regulatory experts. It’s formatted to be consistent and easy to use.

With laws and regulations seeming to change almost overnight, League InfoSight includes an Update Service, providing monthly operations newsletters and semi-annual policy updates.

New to CU PolicyPro?

Questions about using CU Policy Pro

Technical support is provided by the staff at CU Solutions Group. If you have questions or need assistance, please email policysupport@cusolutionsgroup.com or call 800-262-6285 x310.

Adding Additional Users

At each credit union, a staff member is assigned as the “Primary Admin”. Users are added and deleted by the Primary Admin at your credit union. The Primary Admin designation is used in the event that additional staff from your credit union request access to your CU PolicyPro implementation—we will direct these staff members to you to gain access. If you wish to designate another person as the primary admin, please contact policysupport@cusolutionsgroup.com for assistance.

Sample Policies

CU PolicyPro is a benefit of membership at no additional charge to member credit unions.

New to CU PolicyPro?

Questions about using CU Policy Pro

Adding Additional Users

Communications Sign-Up

Communications
Sign-Up