Case Study: Advantis Credit Union achieves 186% more applications per loan officer with DH Corporation's MortgagebotPOS

Advantis Credit Union - Customer Case Study

Advantis Credit Union, a $7.5 billion credit union in Milwaukie, OR, faced long delays and low productivity because loan officers could only take applications in person or by mail, limiting throughput to about two mortgage applications per day. To address these bottlenecks, Advantis worked with DH Corporation to deploy MortgagebotPOS and personalized loan officer websites to add an online, human-centered channel to the mortgage process.

DH Corporation’s MortgagebotPOS delivered a cloud-based, error-reducing online application workflow and personalized LO sites, enabling members to view rates, complete applications quickly, get instant approvals, and receive immediate disclosures. As a result, Advantis saw a 186% increase in applications per loan officer (from 134 to 384), loan officers tripled their application volume, 92% of applicants who started on personalized sites submitted applications, and overall service efficiency and online channel adoption markedly improved.

Advantis Credit Union

Darin Walding

Lead Loan Officer