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Where's PolicyWorks Speaking?

CUNA Mortgage Loan Originator Workshop
November 28 in Dublin, OH
CUNA Regulatory Compliance Certification School
March 31 - April 5 in Louisville, KY
Lending Guide Enables Financial Institutions to Serve Diverse Populations; Grow Revenue
Oct 24, 2018
Coopera, Inclusiv, PolicyWorks and Filene collaborate to enable rapid scale of needed financial access An Implementation Guide for Individual Taxpayer Identification Number (ITIN) Lending is now available for financial institutions to provide access to loans for consumers that may not traditionally have access to these services.
8:12 AM Nov 12
#CreditUnions, make sure your \u201cfixed\u201d rate on open-end loans meet #RegulationZ requirements.
8:23 AM Nov 9
Get to know our new team member, @BusinessMiriam, as she jumps in to her role as CEO.

It's easy to keep compliance policies up-to-date with PolicyAid

  • Library of nearly 100 sample policies
  • Policies updated quarterly
  • Download and adapt policies for your operations

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Client Feedback

"I was tasked with developing a compliance program for our credit union and used PolicyAid often.  The policies are written in a manner that allowed me to easily modify a few items so the policy would match our actual processes.  I was also able to cross reference the Policy Aid policies with our current policies to find any we might be missing. "

Cody LewisJemez Valley Credit Union