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New Content Editor Now Available!

CU PolicyPro and Recovery now have a new content editor! This update provides a more flexible, easier editing experience and sets the foundation for future enhancements.

We recommend reviewing content before publishing as you get familiar with the new editor.  Click here for more information about what's new.

CU PolicyPro Content Updates!

The May 2026 updates include revisions to two record retention tables and two new resources that were created to support credit unions in the Customer/Member Due Diligence requirement to risk rate members.  These two new resources were developed to assist credit unions and are intended for internal credit union use only (not to be shared with members). 

Click here to view May 2026 Content Updates!

Pro Tip! The Ongoing Policy Maintenance Training Video covers content updates and incorporating the changes into your custom content (start at 37:20).