CU PolicyPro Access & Information
Welcome to CU PolicyPro ... your one-stop shop for over 200 policies to help you manage today's ongoing compliance and operational challenges. Access to this valuable product is part of the dues service your credit union receives for affiliation with the Montana Credit Union Network.
Login to CU PolicyPro.
If you have not yet signed up to use CU PolicyPro, contact Tracy. Only one person per credit union may register, but we are happy to walk your authorized user through the steps for adding others.
Recent news from CU PolicyPro
- April 2013 Newsletter - Escrow Requirements and Loan Originator Compensation Rule
- March 2013 Newsletter - Regulation Z Credit Card Amendment (CFPB)
- February 2013 Newsletter - CFPB Mortgage Rules
- January 2013 Ops Notes - NCUA Small Credit Union Threshold
- December 2012 Ops Notes - Record Retention
- November 2012 Ops Notes - Servicemembers Civil Relief Act
- October 2012 Ops Notes - Regulation D
- September 2012 Ops Notes - TDR Clarification
- August 2012 Ops Notes - Remittance Transfers
- July 2012 Ops Notes - Multi-Featured Lending Programs
- June 2012 Ops Notes - Mortgage Servicing Practices Regarding Military Homeowners
- May 2012 Ops Notes - Loan Workouts and Nonaccrual Policy - Troubled Debt Restructured Loans (TDRs)
- Board of Directors Financial Literacy Policy- Amendments were made to policy 1235, Education & Volunteer Training Guidelines, to address the policy requirements stated in Letter 11-FCU-02.
- Update 2012.2 in late August- Details were emailed on 8/24/2012 on how to incorporate this update. Access details on the update here. The following three new policies were added in this update, in addition to 14 policy updates/revisions:
- Policy 3165- Loan Workouts and Nonaccrual Standards
- Policy 7260- Multi-Featured Lending Programs
- Policy 7630- Multi-Dimensional Loan Portfolio Analysis
- Update Overview Video
- Training Tools/Resources-
- User’s Guide – this is a printed guide with step by step instructions for working with the system. Download the User’s Guide.
- Video Training – the latest New User and Advanced User Training sessions were recorded and are available as on-demand videos for you to watch at your convenience.
- Live training – both New User and Advanced User courses are available. View upcoming dates and register.
- Alphabetical Policy Listing – Need help finding a particular policy? The Alphabetical Policy Listing can point you in the right direction.
- Technical Assistance- contact Mary Ann Koelzer or at 800-262-6285 x 527.
