Efficiency: Monterra Credit Union's Transformation

Connecting: Dovenmuehle DMI Mortgage Servicing to Mortgage Cadence LFC

Monterra Credit Union, formerly known as San Mateo CU (SMCU), is a forward-thinking financial institution committed to providing excellent service and innovative solutions to its members. With a rich history of growth and adaptation, Monterra Credit Union sought to enhance its operational efficiency in mortgage management, leading them to explore advanced technological solutions.

Mortgage Workspace and its groundbreaking Mortgage Exchange product. Designed to simplify the complex world of mortgage services, this product seamlessly integrates different software systems, allowing for smooth data transfer and exchange.

The Problem:

Monterra Credit Union faced a challenge: they needed an efficient way to connect Mortgage Cadence to Dovenmuehle and ensure reliable data exchange between the two systems. The dual entry of data was not only time-consuming but also prone to errors, which could lead to costly inefficiencies.

The Solution:

Mortgage Workspace stepped in with their Mortgage Exchange solution, enabling a direct connection between Dovenmuehle DMI Mortgage Servicing and Mortgage Cadence LFC. This integration facilitated a seamless flow of data, eliminating the need for manual entries and significantly reducing the risk of errors.

Outcome:

Now, Monterra Credit Union can exchange data without the cumbersome process of dual entry or the worry of time delays and entry mistakes. This transformation has not only streamlined operations but has also led to substantial savings in both time and resources, allowing the credit union to focus more on serving its community effectively.