Case Study: TCU Financial Group achieves faster, more accurate lending with Doxim Loan Origination

TCU Financial Group Goes Digital to Offer Faster More Accurate Lending

TCU Financial Group, a credit union with 5 branches, nearly 19,000 members and over $830 million in assets, needed to modernize its omni-channel banking and digitize a cumbersome loan origination process that relied on manual form generation and caused frequent errors and rework. To support its “new way to bank” strategy, TCU selected Doxim and its Doxim Loan Origination solution.

Doxim implemented Doxim Loan Origination with synced data entry, automated document generation, net‑worth and lending‑ratio tools, and customizable workflows. The solution reached 100% adoption ahead of schedule, delivered immediate time and cost savings, cut loan documentation staff effort by 80% (previously three full‑time roles), enabled rapid ROI, and freed employees for higher‑value member-facing work.

TCU Financial Group

Jessica Struck

Account Manager