Policy Tracking Software
Track policies from creation to acknowledgment with a system built for banks and credit unions. SimplifyIT gives you the tools to manage policy updates, version control, acknowledgments, and audits - all in one secure platform.
Designed for Regulated Institutions
Banks, credit unions, and other regulated institutions face strict requirements when it comes to policies. Our intranet software helps you:
- Ensure every relevant employee sees and acknowledges new or updated policies
- Control policy access via role-based access control
- Automate policy review cycles and approval workflows
- Track acknowledgments for each user with timestamped records
- Generate audit-ready reports with a centralized trail
- Stay exam-ready with version-controlled documentation
Connect Policy Tracking with Your Entire Intranet
Because policy tracking is built into the SimplifyIT intranet, it connects seamlessly to other features:
Secure, Simple, and Built for Examiners
Whether you're preparing for an internal audit or a full NCUA/FDIC exam, SimplifyIT's policy tracking tools help you show what matters: that the right policies were reviewed, acknowledged, and approved by the right people - on time.
Watch the 5-minute demo or schedule a quick call to see it in action.
