Partnership with PolicyWorks Offers Two New Mortgage Lending Compliance Solutions

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Patrick Keefe – CUNA Communications; (202) 508-6765;
Amy Nigrelli – CUNA Marketing; (608) 231-4246;
Kelly Moore – PolicyWorks Media Relations; (515) 720-9670;

MADISON, Wis. and DES MOINES, Iowa (07/16/2013) – Credit Union National Association (CUNA) and PolicyWorks, a credit union compliance firm, have partnered to create two mortgage lending compliance solution packages for credit unions: CUNA Mortgage Compliance Implementation Toolkit and ComplyRight Mortgage Compliance Solution. These resource bundles are designed to facilitate the management and implementation of the new mortgage compliance regulations and updates affecting the credit union movement.

CUNA Mortgage Compliance Implementation Toolkit

Provides credit unions with the resources to confidently address changes in mortgage regulation. Utilizing the toolkit’s expert advice, continuous updates and implementation materials, compliance personnel will be better able to prepare their credit unions for upcoming deadlines. Providing coverage for an entire year, this affordable bundle includes:

  • One-year subscription to CUNA RegTraC, providing real-time updates and advice for all credit union regulations
  • One-year subscription to PolicyAid, an online policy library, updated quarterly
  • At least six mortgage compliance live sessions
  • Access to five recorded mortgage compliance webinar sessions
  • Listserve email to facilitate the networking of mortgage compliance professionals and experts

For more information, visit

PolicyWorks’ ComplyRight Mortgage Compliance Solution

This solution expands upon the CUNA toolkit’s implementation components. Through personal consultation and a customized plan, this bundle walks your credit union through the specific actions that need to be taken and decisions to be made, providing you peace of mind for an entire year of mortgage compliance. Recognized as a leader in compliance, PolicyWorks brings proven quality and reliability to credit unions.

The PolicyWorks ComplyRight Mortgage Compliance Solution includes:

  • Access to CUNA Mortgage Compliance Implementation Toolkit resources
  • Unlimited Mortgage Compliance Consultation and Support Services
  • Customized Mortgage Rule Implementation Project Plan and Assistance

For more information, visit

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About CUNA

With its network of affiliated state credit union leagues, Credit Union National Association (CUNA) serves America's 6,900 state and federally chartered credit unions, which are owned by more than 96 million consumer members. Credit unions are not-for-profit cooperatives providing affordable financial services to people from all walks of life. For more information about CUNA, visit or follow @CUNA on Twitter. For more information about credit unions, visit and follow @asmarterchoice on Twitter.

About PolicyWorks

PolicyWorks is a national leader in credit union compliance solutions, providing services to nearly 600 credit unions. PolicyWorks has the resources, vision and experience necessary to help clients resolve their most challenging compliance issues. For more information, visit

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