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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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Country Bank

Effortless Data Integration: Country Bank's Journey to Efficiency

Connecting: Finastra Phoenix to Epic Integra


Country Bank, a trusted financial institution, sought to enhance its operational efficiency and data management. As a leader in providing reliable banking services, Country Bank aimed to ensure smooth and effective data exchanges between its various systems.

Mortgage Workspace, a game-changer in the realm of software connectivity. With its innovative Mortgage Exchange product, Mortgage Workspace empowers clients to seamlessly connect disparate software systems and facilitates the effortless exchange of data.


The Problem:

Country Bank needed a robust solution to connect Epic Integra to Finastra Phoenix, enabling efficient and reliable data exchange. The goal was to eliminate the cumbersome dual entry process and ensure real-time data accuracy.

The Solution:

Mortgage Workspace rose to the occasion, deploying its Mortgage Exchange to bridge Finastra Phoenix with Epic Integra. This strategic connection allowed Country Bank to transfer data effortlessly, ensuring seamless communication between systems.

Outcome:

With this solution in place, CFCU now enjoys a streamlined data exchange process, free from the burdens of dual entries and time-consuming corrections. This transformation has not only saved them significant time and resources but has also reinforced their commitment to delivering exceptional service to their members.

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.