NCUA Compliance Made Easier
Built with NCUA Examiners in Mind
The NCUA wants to know your policies are reviewed, distributed, and acknowledged. SimplifyIT makes that automatic. Track Board approvals, employee attestations, and risk exceptions - all in one place, with full version history and access control.
Meet Part 748 and Examiner Requirements
- Policy version control with automatic change logs
- Attestation tracking for staff and Board-level reviews
- Internal forms for BSA/AML, incident response, and more
- Role-based access to procedures and controls
- Timestamped history and audit-ready exports
What Credit Unions Use It For
- Ensure annual review of security policies by the Board
- Log which staff acknowledged the latest BSA procedures
- Respond quickly to examiner requests with search and export tools
- Track completion of required training or attestations
- Organize documentation by department, branch, or system
No More Scrambling at Exam Time
When your examiner asks who saw what, and when - you'll have the answer. With SimplifyIT, nothing slips through the cracks. Every policy, every form, every action is tracked and exportable.
Related Features
- Policy Management - Versioning, review logs, and acknowledgments
- Audit Response Tools - Timestamped reviewer notes and evidence trails
- Internal Workflow Forms - Incident tracking, certifications, and compliance logs