Board Portal - Credit Union Policies

Organize all of the Policies and Procedures into folders in the Credit Union's secure online library.

  • Automatically track previous versions as Policies are reviewed, updated and approved

  • Search through all Policies and Procedures for specific words, phrases, or topics

  • Assign responsible parties for each document

  • Provide easy access to all Policies and Procedures by publishing them directly to your corporate intranet

  • Recreate prior versions based on dates for audits

  • Receive automatic notification from the Compliance Module when it is time to review each Policy

Let the system make it easy to have all Policies and Procedures up to date and instantly available any time, anywhere.