Case Study: Chevron Federal Credit Union achieves a 97% reduction in mortgage offer time with Boomi

Chevron Federal Credit Union Streamlines Its Mortgage Process, Slashes Time To Offer by 97%

Chevron Federal Credit Union, a 90‑year‑old not‑for‑profit serving about 100,000 members across seven states, needed to modernize after acquiring Spectrum Credit Union and expand services like mortgage refinancing and solar lending. Its backend relied on 19 disparate systems, manual .NET apps, FTP scripts and Excel workarounds, creating slow, siloed processes and long wait times (mortgage offers took roughly 90 days).

By adopting Boomi Integration and Boomi Flow in a low‑code environment, IT integrated 19 applications and built 14 flows—enabling real‑time data to Salesforce, clean online workflows, and rapid change management without an implementation partner. The result: time‑to‑offer for refinancing fell from 90 to 2 days (a 97% decrease), solar lending processing dropped from ~60 days to a few days while scaling to $250M in volume with the same staff, and member and employee experiences improved markedly.

Chevron Federal Credit Union

Sachin Kundra

Executive Vice President (EVP) and Chief Information Officer (CIO)