Credit Union of Texas, a Dallas-based credit union with over $2 billion in assets, sought to enhance their Salesforce-based loan application following an implementation with another consultant. They partnered with Fortimize to eliminate technical debt and improve reliability and performance.
Together, they addressed errors and downtime and streamlined the front-end loan application process through a Salesforce and MuleSoft integration. This reduced system friction and provided a central operating platform for members and employees. Additionally, CUTX was able to extend its digital lending capabilities beyond loans.
Their improved omnichannel application automated loan processing, pre-approvals, credit checks, and calculations for interest rates and payments. These upgrades saved significant time and empowered employees to efficiently manage a larger volume of applications. With the stabilization of CUTX’s MuleSoft implementation, they were poised to address error handling and deliver an optimal member experience.
