Case Study: Texas Dow Employee Credit Union achieves scalable self-service appointment scheduling and improved member access with Engageware

Texas Dow Employee Credit Union - Customer Case Study

TDECU is a member-owned credit union serving more than 222,000 members across multiple Texas markets. As TDECU Mortgage expanded from two branch locations into a much larger footprint, its simple two-calendar Outlook setup could no longer handle scheduling: the team needed to manage 20+ calendars, match the right resource to each location and appointment type, and give members an easy self-service option — all without heavy training or back-office disruption.

TDECU implemented TimeTrade’s real-time, location-aware scheduling portal, enabling members and staff to self-schedule at TDECU.org/mortgage, check availability by location, and use targeted email links to convert interested prospects. The solution streamlined scheduling across multiple calendars, kept members connected and the brand top-of-mind, and delivered high levels of member service with minimal impact on back-office staff.

Texas Dow Employee Credit Union

Loretta Williams

Vice President Mortgage Lending