Track the full exam lifecycle. 25 audit templates. Evidence packaging with chain-of-custody. Be ready before the examiner arrives.
NCUA examinations shouldn't be a fire drill. The credit unions that ace their exams are the ones that maintain continuous readiness — with organized evidence, structured audit reports, and tracked findings from prior examinations.
Pinot Pulse's Exam Readiness module tracks the full exam lifecycle: from pre-exam scheduling through fieldwork, finding issuance, corrective action, and final resolution. Every piece of evidence is packaged with chain-of-custody tracking.
Customer identification program, suspicious activity monitoring, CTR compliance, OFAC screening, information sharing, recordkeeping, risk assessment, and independent testing.
Supervisory committee audit, internal controls, financial statement presentation, regulatory compliance, asset quality, management assessment, earnings, and liquidity.
Data collection accuracy, geocoding verification, rate spread calculations, fair lending analysis, and disclosure compliance.
Assessment area definition, lending performance, community development investments, and service delivery analysis.
Categorize findings by severity: Matters Requiring Attention (MRA), Document of Resolution (DOR), or Observation. Track resolution timelines.
Assign owners, set deadlines, track milestones. Evidence of remediation attached directly to findings for next-exam reference.
Bundle supporting documents with chain-of-custody metadata: who collected it, when, and its relationship to the finding or regulation.
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