TruWest CU's Journey to Efficient Data Management

Connecting: Fiserv XP2 to MeridianLink OpenClose

TruWest CU, a trusted financial institution with a strong commitment to achieving members' financial goals, sought an innovative solution to streamline their data management processes. With a focus on enhancing operational efficiency, they turned to Mortgage Workspace for a robust and reliable solution.

Mortgage Workspace, renowned for its expertise in the mortgage industry, offers Mortgage Exchange, a cutting-edge platform designed to connect various software systems and facilitate data transfer. This service empowers clients by eliminating manual data entry and ensuring accurate, timely information flow.

The Problem:

TruWest CU aimed to seamlessly connect their MeridianLink OpenClose system with Fiserv XP2, seeking to exchange data efficiently and accurately.

The Solution:

Mortgage Workspace leveraged Mortgage Exchange to establish a connection between Fiserv XP2 and MeridianLink OpenClose, enabling a smooth and efficient data transfer process.

Outcome:

TruWest CU now experiences hassle-free data exchanges, eliminating dual entry and reducing concerns over time delays and inaccuracies. This transformation has led to significant time and resource savings, allowing the credit union to focus on what truly matters—serving their members effectively.