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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®

Productivity Applications

Deploy customized desktop layouts for maximum efficiency

SMART Email Signatures

App Pilot®

Virtual Desktops

Server Hosting in Microsoft Azure

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PointCentral Private Server Hosting

Chevron CU- Fiserv

Smooth Pathways: Chevron CU's Journey to Efficient Data Exchange

Connecting: Fiserv WireXchange to Blue Sage LOS

 

In the bustling world of finance, Chevron Credit Union stands out as a trusted partner in delivering exceptional financial solutions to its members. As a forward-thinking institution, Chevron CU continually seeks innovative ways to enhance operational efficiency and member satisfaction.

Enter Mortgage Workspace, a pivotal solution in the realm of mortgage technology. At the heart of its offerings is the Mortgage Exchange product, designed to bridge the gap between different software platforms, facilitating seamless data transfer and integration.

The Problem:

Chevron CU faced a significant hurdle: the need to connect its Blue Sage LOS with Fiserv's WireXchange. The aim was to establish a robust data exchange mechanism that eliminated inefficiencies and potential errors.

The Solution:

With the expertise of Mortgage Workspace, Chevron CU leveraged the capabilities of Mortgage Exchange to effectively link Fiserv WireXchange to Blue Sage LOS. This integration ensured a smooth flow of data between the systems.

Outcome:

Chevron CU now enjoys hassle-free data exchange, free from the burdens of duplicate entries and the fear of time lags or errors. This transformation not only streamlines operations but also saves valuable time and resources, allowing Chevron CU to focus on what truly matters—serving its members with excellence.

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.