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BI Reporting Dashboards

Realtime pipeline insights to grow and refine your learning operation

Mortgage BI®

Integrations for Banks & Credit Unions

Connect LOS, core platforms, and servicing system

MortgageExchange®

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Chevron CU- Finastra

Effortless Data Exchange for Chevron CU

Connecting: Finastra Servicing Director to Blue Sage LOS

 

Chevron CU, a dedicated financial institution focused on enhancing the economic conditions of its members, sought a solution to streamline its data management processes. With a commitment to providing reliable financial services, they recognized the need for efficient data exchange between their systems.

Mortgage Workspace, a leader in secure remote work solutions for mortgage companies, offers a robust product called Mortgage Exchange. This tool is designed to integrate various software systems, allowing seamless data transfer and connectivity across platforms.

The Problem:

Chevron CU needed to efficiently connect Blue Sage LOS with Finastra Servicing Director to facilitate seamless data exchange and eliminate manual data entry errors.

The Solution:

Mortgage Workspace leveraged Mortgage Exchange to link Finastra Servicing Director with Blue Sage LOS effectively. This integration enabled Chevron CU to transfer data efficiently between the two systems.

Outcome:

With this solution, Chevron CU can now exchange data without the hassle of manual entry or the risk of time delays and errors. This advancement has resulted in significant time and resource savings, enhancing their operational efficiency.

Getting started with Mortgage BI is as easy as 1, 2, 3...

Meet with an expert to discuss your data transfer needs

We will deploy a seamless "rules-based" data connection between your systems with regular and timely data updates

Your data transfer will be complete resulting in less errors and lower costs.