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Mortgage Compliance Tools

NEW in 2015! CUNA and PolicyWorks have partnered again to create Mortgage Compliance Tools 2.0! This new version offers two mortgage lending compliance solutions for credit unions that bundle resources designed to facilitate the management and implementation of new mortgage compliance regulations and updates affecting the credit union movement.

CUNA Mortgage Compliance Implementation (MCI) Toolkit 2.0
Order for $2,500

This updated kit provides credit unions with the resources to confidently address changes in mortgage regulation. It includes:

  • 12 monthly calls with CU peers facilitated by PolicyWorks – hot topics like TILA/RESPA, Integrated Disclosures
  • The Mortgage Lending Regulations and New Mortgage Regulations Guide from RegTrac
  • 5 individual codes to take the new self-study 8 Hour SAFE Comprehensive MLO Course #5294
  • 1 tuition to CUNA Residential Mortgage Lending eSchool, July 7-28, 2015
  • 4 Recorded Training Sessions:
    • 2014 Mortgage Rules: A Look Back
    • TILA/RESPA Integrated Disclosures
    • CFPB Proposed Changes to HMDA
    • Mortgage Hot Topics

Order here or for more information about these products, email CUNA.
Click here to view terms and conditions. 


PolicyWorks’ ComplyRight Mortgage Compliance Solutions (Premier or Executive)  

PolicyWorksThis solution expands upon CUNA's toolkit components to provide you with two additional options through PolicyWorks, ComplyRight 2.0 Premier and ComplyRight 2.0 Executive.

Through personal consultation and a customized plan, this bundle walks credit unions through the specific actions that need to be taken and decisions to be made, providing peace of mind for an entire year of mortgage compliance.

The ComplyRight 2.0 Premier bundle includes:

  • Access to all of CUNA Mortgage Compliance Implementation Toolkit 2.0 resources
  • A subscription to PolicyAid that includes 80+ sample policies
  • Unlimited consulting on any Federal compliance issues related to mortgages
  • Assistance with revising policies and procedures in light of new mortgage rules issued by the CFPB

The Premier bundle is $1,255 per month.

The ComplyRight 2.0 Executive bundle includes:

  • Access to all of CUNA Mortgage Compliance Implementation Toolkit 2.0 resources
  • Access to all of ComplyRight 2.0 Premier
  • Safe Act & HMDA Review
  • Mortgage Loan File Review

The Executive bundle is $2,325 per month.

To order and for more information, call PolicyWorks at 855-341-4647, email, or visit the ComplyRight website.

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