Floify + Westerly Community Credit Union
A modern mortgage experience that feels like member service.
See how Westerly Community Credit Union streamlined its mortgage application process with Floify, creating a one-stop communication hub for members and improving efficiency for the lending team.
Preview what's inside:
Modern member experience, start to finish
WCCU saw an opportunity to elevate mortgage technology to match their service standards. The focus was simple: make the process feel seamless and intuitive for members while improving operational efficiency for the team.
One place for members to do everything
Floify gave WCCU a central portal where members can apply, submit documents, eSign, send messages, and check loan status. Members get a streamlined experience, and the lending team gets a consistent hub for updates and progress tracking.
Less waiting, fewer handoffs
Floify tracks progress from application through close, helping the team and the member stay aligned on what is needed and what comes next. WCCU also highlighted how the all-digital process reduces the likelihood of human error and avoids delays caused by transferring paper between team members.
A smoother experience for referral partners too
WCCU gave the buyer’s real estate agent limited view access so they can see exactly where the buyer is in the process and keep the transaction informed. Their team called this transparency a huge improvement for agents on both sides of the deal.
Easy to implement, easy to improve
WCCU worked closely with Floify to customize the platform and noted the Floify team was there at every step and responsive when questions or enhancements came up. They also highlighted monthly meetings for updates, usage tips, and roadmap visibility, plus member benefits like 24/7 access and automated notifications customized to WCCU.
Why it matters
< 10
Members can complete and submit the Floify mortgage application in less than 10 minutes.
24/7
Members can access the portal anytime to upload docs, message the team, eSign, and check status.
~3
MonThs For WCCU to fully implement and customize the POS.
Ready to give members a faster, clearer mortgage experience?
Download the Westerly Community Credit Union case study to see how a single digital portal for applications, document upload, eSign, messaging, and status updates helped WCCU streamline the process and better support members.
Who is the case study for?
Credit union Lending leaders
Modernize the mortgage experience to match member expectations, without losing the service-first approach that sets your credit union apart.
Mortgage Operations Teams
Reduce back-and-forth with centralized document collection, automated notifications, and clearer visibility into loan progress from application through close.
Technology and LOS Admins
See how WCCU integrated Floify with Byte Software and worked through implementation and customization to support a smoother end-to-end workflow.
A modern mortgage experience for members
A better experience starts with one place to apply, upload, and communicate.
Westerly Community Credit Union wanted a seamless, efficient, and user-friendly mortgage application experience for members. They also needed stronger document management and a clearer way for members to securely submit documents and communicate with loan teams.
WCCU implemented Floify to streamline the process, improve transparency, and continued fine-tuning the platform to increase pull-through and reduce clear-to-close time.
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