Overview
A leading credit union in the United States experienced significant growth in its member base, placing increasing pressure on its mortgage processing capabilities.
To overcome operational bottlenecks and support continued expansion, the organization partnered with TechWish to implement a Mortgage 365 solution built on Microsoft Dynamics 365 and Azure. This modern, cloud-native solution delivered scalable, secure mortgage services while aligning with the organization’s long-term digital transformation strategy.
The Challenge
As membership rapidly expanded, the credit union encountered several operational challenges:
- Scalability Constraints: Existing systems couldn’t support the rising volume of mortgage applications.
Process Inefficiencies: Manual steps and outdated tools delayed closings and affected member satisfaction. - Technology Limitations: The infrastructure lacked agility and cloud readiness for evolving demands.
- Strategic Disconnect: Technology investments were not aligned with growth and service delivery goals.
The Solution
TechWish implemented a tailored Mortgage 365 ISV solution, leveraging the credit union’s existing Microsoft Azure and Dynamics 365 environment. Key solution elements included:
- Cloud-Native Platform: Enabled high availability, faster processing, and easier scalability.
- Custom Integration: Adapted the ISV solution to meet specific business requirements and internal workflows.
- Seamless Transition: Migrated core processes with zero disruption to ongoing operations.
- Strategic Collaboration: Worked hand-in-hand with internal stakeholders to align outcomes with business objectives.
- Agile Delivery: Used iterative rollout with continuous feedback to ensure smooth implementation.
Results
The organization now operates a robust, scalable mortgage platform that supports long-term growth and delivers a better member experience. The new system has significantly improved efficiency, reduced processing times, and enhanced service responsiveness.
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