Library - CU Templates for Redboard

Redboard is reasonably-priced audit software specifically for credit unions. With The Audit Library and Redboard together, you can complete audits faster with higher quality.   Learn More

How To Use Audit Library Templates in Redboard
TemplateDescriptionFileLast Updated
Information Technology & Security Audit Assistance SuiteContent to perform an Information Technology & Security audit assistance engagement using Redboard software.zip09-19-22
BSA, OFAC, & MIP Audit SuiteContent to perform a BSA, OFAC, & MIP audit using Redboard software.zip01-12-23
Dormant Accounts & Unclaimed Property Audit SuiteContent to perform a Dormant Accounts and Unclaimed Property audit using Redboard software.zip01-18-23
Vendor Management Audit SuiteContent to perform a Vendor Management audit using Redboard software.zip01-18-23
Fair Lending Audit SuiteContent to perform a Fair Lending Compliance audit using Redboard software.zip01-18-23
Social Media Audit SuiteContent to perform a Social Media audit using Redboard software.zip09-20-22
Corporate Culture Audit SuiteContent to perform a corporate culture audit using Redboard software.zip01-23-23
Employee & Official Expenses Audit SuiteContent to perform an Employee and Official Expenses audit using Redboard software.zip01-18-23
Employee & Official Accounts Audit SuiteContent to perform an Employee and Official Accounts audit using Redboard software.zip09-19-22
Cash & Equivalents Audit SuiteContent to perform a Cash & Equivalents audit using Redboard software.zip09-20-22
Accounts Receivable Audit SuiteContent to perform an Accounts Receivable audit using Redboard software.zip09-20-22
Fixed Assets Audit SuiteContent to perform a Fixed Assets audit using Redboard software.zip09-20-22
Procurements Audit SuiteContent to audit the procurement of assets using Redboard software.zip01-23-23
Investments Audit SuiteContent to perform an Investments audit using Redboard software.zip09-20-22
Terminated Employees Audit SuiteContent to perform a Terminated Employees audit using Redboard software.zip09-20-22
Executive Exit Audit SuiteContent to perform a termination audit for the executive level using Redboard software.zip01-23-23
Member Verifications Audit SuiteContent to perform annual member verifications using Redboard software.zip09-20-22
Accounting Audit SuiteContent to perform an audit of the Accounting function using Redboard software.zip09-20-22
Call Report Audit SuiteContent to perform an audit of the Call Report using Redboard software.zip01-12-23
Wire Transfers Audit SuiteContent to perform a Wire Transfers audit using Redboard software.zip01-18-23
Card Servicing Audit SuiteContent to perform a Card Servicing audit using Redboard software.zip10-21-22
Facilities & Site Inspections Audit SuiteContent to inspect company facilities including construction sites using Redboard software.zip01-23-23
Accounts Payable Audit SuiteContent to perform an Accounts Payable audit using Redboard software.zip09-20-22
Borrowings Audit SuiteContent to perform a borrowings (debt payable) audit using Redboard software.zip01-12-23
Member Shares & Deposit Operations Audit SuiteContent to perform an audit of member shares and deposit operations using Redboard software.zip01-12-23
Card Rewards Program Audit SuiteContent to audit card rewards programs using Redboard software.zip01-23-23
Individual Retirement Accounts (IRAs) Audit SuiteContent to perform an audit of Individual Retirement Accounts (IRAs) using Redboard software.zip01-23-23
General Loans Receivable Audit SuiteContent to perform an audit of the lending portfolio using Redboard software.zip01-19-23
Consumer Lending Audit SuiteContent to perform a Consumer Lending audit using Redboard software.zip09-20-22
Real Estate Lending Audit SuiteContent to perform a Real Estate Lending audit using Redboard software.zip09-20-22
Member Business Lending Audit SuiteContent to perform a Member Business Lending audit using Redboard software.zip10-20-22
Employee & Official Loans Audit SuiteContent to perform an audit of employee and official loans using Redboard software.zip01-19-23
Indirect Lending Audit SuiteContent to perform an indirect lending audit using Redboard software.zip01-19-23
Participation Loans Audit SuiteContent to perform an audit of participation loans and programs using Redboard software.zip01-19-23
Loan Servicing & Credit Administration Audit SuiteContent to perform a Credit Administration and Loan Servicing audit using Redboard Software.zip01-19-23
Collections Audit SuiteContent to perform a Collections audit using Redboard software.zip01-18-23
Other Real Estate Owned (OREO) Audit SuiteContent to perform an OREO audit using Redboard software.zip09-20-22
Allowance for Credit Losses (ACL) Audit SuiteContent to perform an ACL audit using Redboard software.zip10-20-22
Human Resources & Payroll Audit SuiteContent to perform a Human Resources and Payroll audit using Redboard software.zip10-20-22
Marketing & Public Relations Audit SuiteContent to perform a Marketing and Public Relations audit using Redboard software.zip01-19-23
Instant Issue Audit SuiteContent to perform instant issue audit procedures using Redboard software.zip01-19-23
Branch Operations & Security Audit SuiteContent to perform an audit of branch operations and security at the corporate level using Redboard software.zip01-19-23
Business Continuity & Disaster Recovery Audit SuiteContent to perform an audit of business continuity and disaster recovery using Redboard audit software.zip01-19-23
Contact Center Audit SuiteContent to perform a Contact Center audit using Redboard software.zip10-21-22
Corporate Governance Audit SuiteContent to perform a corporate governance audit using Redboard software.zip01-19-23
Regulation E Compliance Audit SuiteContent to perform a Regulation E compliance audit using Redboard software.zip01-12-23
eCommerce Audit SuiteContent to perform an eCommerce audit using Redboard software.zip01-12-23
ALM Model Validation Audit SuiteContent to perform a validation of the ALM Model using Redboard software.zip10-20-22
Member Development Audit SuiteContent to perform a member development audit using Redboard software.zip01-19-23
Risk Management Department Audit SuiteContent to assess the risk management function using Redboard software for credit unions with a formalized department.zip01-19-23
Risk Management Process Audit SuiteContent to assess the risk management process using Redboard software for credit unions with no formalized department.zip01-19-23
Employee Incentives Audit SuiteContent to perform an audit of employee incentive programs using Redboard Software.zip01-19-23
Skip-a-Payment Audit SuiteContent to perform an audit of Skip-a-Payment programs using Redboard software.zip01-19-23
Regulation CC Compliance Audit SuiteContent to perform a Regulation CC (funds availability) compliance audit using Redboard software.zip01-12-23
S.A.F.E. Act Compliance Audit SuiteContent to perform a S.A.F.E. Act compliance audit using Redboard software.zip01-12-23
Fair Credit Reporting Act Compliance Audit SuiteContent to perform a Fair Credit Reporting Act compliance audit using Redboard software.zip01-12-23
Identity Theft Red Flags Audit SuiteContent to perform an identity theft red flags audit using Redboard software.zip01-12-23
Truth in Savings Act Compliance Audit SuiteContent to perform a Truth in Savings Act compliance audit using Redboard software.zip01-12-23
Legal Department or Function Audit SuiteContent to perform an audit of the legal department or function using Redboard software.zip01-12-23
Records Retention Audit SuiteContent to perform a records retention audit using Redboard software.zip01-12-23
Americans with Disabilities Act Compliance Audit SuiteContent to perform an Americans with Disabilities Act compliance audit using Redboard software.zip01-12-23
General Journal Audit SuiteContent to perform a general journal audit using Redboard software.zip01-12-23