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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

Protect your client and company data with BankGrade Security

PointCentral Private Server Hosting

First Liberty National Bank

Breaking Barriers in Data Exchange

Connecting: FIS Content Management (FCM) to Calyx Path


First Liberty National Bank, a cornerstone financial institution, prides itself on delivering exceptional banking solutions to its community. As a leader in financial services, they constantly seek innovative ways to enhance their operations and client interactions.

Enter Mortgage Workspace, a game-changer in the world of data connectivity. With its robust Mortgage Exchange product, it empowers clients to link software effortlessly, facilitating smooth data transfers and exchanges.



The Problem:

First Liberty National Bank faced the necessity to connect Calyx Path with FIS Content Management (FCM) to enable efficient data exchange. The fragmented data flow was causing inefficiencies and potential errors.

The Solution:

Mortgage Workspace stepped in with Mortgage Exchange, expertly bridging FIS Content Management (FCM) and Calyx Path. This connection ensured a fluid data transfer process, eliminating the previous disruptions.

Outcome:

First Liberty National Bank now enjoys a streamlined data exchange process, free from the burdens of manual entry and the risk of delays or input mistakes. This transformation has not only saved valuable resources but also safeguarded operational accuracy, enhancing both productivity and profitability.

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.