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Audit Response Made Easy

When the NCUA walks in, don't scramble. SimplifyIT gives credit unions the tools to respond to examiners quickly, confidently, and completely - with exportable logs, version histories, and acknowledgment records already built in.

Instant Access to Policy History

See when a policy was published, who approved it, and how it changed over time. Version control is automatic - no extra work required.

Staff Acknowledgment Logs

Need to show that employees read the latest policy? Export acknowledgment reports by user, department, or document - ready for auditors.

Centralized Document Trails

Every update is logged. Whether it's a policy, procedure, or form - you'll have the who, what, and when at your fingertips.

No IT Support Needed

Admins can export everything without involving your core system or IT department. Just point, click, and hand it over.

Perfect for Internal Reviews Too

Use the same tools to stay ahead of issues - run quarterly reviews, prepare board reports, and keep compliance visible and actionable year-round.

Related Features

Credit Union Intranet
 
 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Smart AI Search
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
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