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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 June & July 2026 updates include revisions to a governance policy to reflect that dependent care costs are now reimbursable, the Bank Secrecy Act policy to reflect that institutions are permitted to share information about suspected fraud under 314(b), a lending policy to define when a written application is required, and six record retention policies/tables to correspond with the NCUA’s recent changes to Part 749 – Vital Record Preservation Program as part of its deregulation project.

Click here to view June & July 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).