Case Study: Achieva Credit Union improves mortgage processing with OpCon from SMA Technologies

Achieva Credit Union - Customer Case Study

Achieva Credit Union, a Florida-based financial institution, faced significant challenges with its highly manual mortgage processes, which were running a day behind and took roughly five hours daily to reconcile with its core system. Seeking to reduce processing time, eliminate errors, and improve member service, the credit union turned to SMA Technologies for a solution using its OpCon workload automation platform.

SMA Technologies implemented OpCon to automate Achieva's key mortgage processes, integrating directly with its FICS system via an API. The results were substantial, reducing the daily payment sweep process from five hours to just 5-7 minutes and cutting month-end processing from a full workday to 20-30 minutes. This automation provided phenomenal time savings, reduced manual errors, enabled real-time member service, and gave Achieva a scalable platform for future automation projects across the organization.

Achieva Credit Union

Joseph Spangenberg

Senior Application Administrator