Policy Management for Credit Unions
Eliminate the chaos of emailing PDFs and shared drive versions. SimplifyIT gives credit unions a centralized place to manage policies and procedures with full version control, approval workflows, and staff acknowledgment tracking - all audit-ready and exportable in seconds.
Key Features for Credit Union Compliance
- Version History: Automatically logs all edits, timestamps, and authors.
- Acknowledgment Tracking: Know exactly who's read what - and who hasn't.
- Approval Routing: Multi-step approvals for new or updated policies.
- Review Reminders: Set policy expiration or review dates with alerts.
- Audit-Ready Exports: Pull reports instantly for NCUA or internal review.
Credit Union Use Cases
- Policy acknowledgment before system access
- Routing new policy drafts to leadership for approval
- Tracking HR policy signoffs and required re-reviews
- Preparing for exams with proof of compliance
Built-In Links to Related Tools
- Internal Forms for policy exception requests
- Help Desk for routing issues to HR or compliance
- Audit Response Tools with exportable logs
Frequently Asked Questions
Can staff be required to acknowledge policy changes?
Yes. You can track who has acknowledged which policy and export logs for internal or external audits.
What happens when a policy is updated?
Each change is versioned automatically. You can require re-acknowledgment and notify users of changes.
How do we prepare for an NCUA exam?
Use the built-in acknowledgment tracking and policy version history to show compliance instantly.
