Enhancing Member Experience Through Technology: Insights from Chevron FCU with Blue Sage Solutions

Any credit union looking to enhance its technological capabilities knows, first and foremost, that choosing the right technology partner is critical to success. Failure on the digital front means falling behind in serving members and competing effectively in an increasingly digital world. With $4.85 billion in assets and 135,000 members nationwide, Chevron Federal Credit Union – which also serves members under the Spectrum Credit Union brand – had much on the line in choosing who to partner with for its most recent technology transition. Based on its demonstrated capabilities and diversity of options, Blue Sage Solutions proved to be Chevron FCU’s first and best choice.

Based in Concord, California, Chevron FCU chose to implement Blue Sage Solutions’ fully cloud-based Digital Lending Platform. This system enables both credit union brands to streamline the home financing experience for their members while enhancing efficiency throughout the loan origination process. In addition to leveraging all Blue Sage Solutions LOS platform components, the credit union implemented the tech provider’s LION Consumer POS, ensuring members can check rates, apply, and get approved for mortgages from any device.

Chevron FCU selected the Blue Sage Solutions’ platform for its modern API-first technology, user-friendly interface, and best-in-class integrations with some of the industry’s leading service providers, including Docutech, ComplianceEase, and Optimal Blue. In addition to the platform’s enterprise-grade security, the credit union valued Blue Sage Solutions’ seamless ordering of preliminary title reports, accurate fee calculations, and ensuring compliant and saleable loans throughout the process from quote to close.

How smoothly has the journey gone? Join Rob Vignato, Chevron FCU’s VP of Mortgage Lending, and Ash Omar, Blue Sage Solutions’ VP of Sales, for an in-depth look at the transformational process and its various applications. Their lessons provide valuable insights into the motivations behind the credit union’s tech upgrade, the implementation process, and the impressive results they’ve achieved so far. Additionally, presenters will share best practices to employ and pitfalls to avoid, ensuring any credit union can navigate its own tech upgrades with confidence and success.

Tune in to this ACUMA Inside Track on August 13 at 1 p.m. Central time to see what your credit union may have been missing.

1. This session will be interactive so come with your questions.
2. Open to anyone.
3. Session will be recorded.
4. By registering for this event, you submit your information to the webinar organizer and sponsor, who will use it to communicate with you regarding this event and their other services.

Blue Sage Solutions is a leading provider of cutting-edge, fully cloud-based digital lending platforms for the mortgage industry, offering end-to-end functionality from origination to servicing. With a focus on innovation and client value, our API-driven workflow automation ensures maximum efficiency across all channels, delivering a superior experience for every borrower.