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Scheduled Policy Reviews

Stay ahead of compliance deadlines by automating your policy review process. With SimplifyIT, you can set review schedules based on policy type, assign reviewers, and track overdue tasks - all inside the intranet.

Key Features

  • Assign custom review intervals (e.g. 6 months, 12 months)
  • Designate reviewers or departments for each policy
  • Get automatic reminders when reviews are due
  • Track review completions and overdue items in real-time
  • Export history and review logs for audits

Designed for Financial Institutions

Regulators like the FDIC and NCUA expect documented policy review cycles. With SimplifyIT, you can demonstrate review frequency, reviewer actions, and policy update history - without spreadsheets or email chains.

Built-In Accountability

Policy owners and department heads receive reminders automatically. You can monitor completion progress, escalate overdue reviews, and ensure nothing slips through the cracks - all with timestamped audit history.

Related Features

 
 
 
 
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

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

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

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

Route, track and
document.
 
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