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Vendor Management Software Built for Credit Unions

Designed for Credit Union Compliance

Credit unions manage a unique mix of risk, regulation, and relationships - and that includes vendors. SimplifyIT's vendor management module makes it easy to stay compliant with NCUA guidance and exam-ready year-round.

Built right into your intranet, it consolidates contract oversight, SOC report tracking, and task delegation so your compliance and IT teams can work smarter together.

Feature Highlights

  • Upload and organize SOC 1, SOC 2, PCI, and insurance certificates
  • Set contract expiration dates and receive proactive renewal reminders
  • Assign internal tasks for vendor reviews, risk assessments, and approvals
  • Classify vendors by risk tier and document justification for auditors
  • Export audit-ready reports for board review or examiner documentation

Integrated Into Your Intranet

Because it's part of your intranet, vendor management benefits from full integration: shared user permissions, unified notifications, and fast access to related policies or procedures. No extra logins. No disconnected tools.

This also means onboarding is faster, support is simpler, and training is minimal - because your team already knows the platform.

Trusted Since 2004

SimplifyIT has been supporting credit unions for over two decades. Our vendor management software reflects real feedback from compliance teams, IT admins, and operations managers in institutions ranging from $150M to over $3B in assets.

Whether you're preparing for your next audit or just trying to streamline reviews, we're ready to help.

Ready to Streamline Vendor Oversight?

Request a Demo.

 
 
 
 
 
 
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.
 
✦ trusted in banking since 2004 ✦