Customer Success Story
Faster workflows and fewer handoffs create better borrower experiences
How One CU transformed its lending experience with MeridianLink Consumer Modern Experience
Headquarters: Springfield, VT
Branch locations: 5
Members: 12,500+
Managed assets: $127.4 million
The challenge
Creating a more connected lending experience
One Credit Union has always put member service at the center of its lending strategy. But as lending volumes and teams evolved, the credit union saw an opportunity to make its origination workflow more intuitive, connected, and efficient for staff.
Too much work was happening outside the system. Underwriters were saving applications and passing them to loan officers, while applications moving between queues could go unassigned and require additional time to locate. The credit union saw MeridianLink’s Modern Experience consumer LOS as an opportunity to change that—bringing more of the lending team into the system, simplifying how work moved between roles, and creating a more seamless path from application to decision.
The solution
MeridianLink Consumer Modern Experience
With MeridianLink® Consumer already supporting its loan origination, One CU transitioned from Classic Experience to Modern Experience to give its team a cleaner, more intuitive way to navigate and manage applications. The move preserved the core functionality staff already relied on while creating a more streamlined experience for day-to-day lending.
Why One CU moved to Modern Experience
Faster application routing through simpler queue management and staff assignment.
More connected lending operations that bring loan officers and underwriters together in one system.
Six-week transition from kickoff to go-live with an intuitive experience that required minimal training.
The results
A simpler path from application to decision
With MeridianLink Consumer’s Modern Experience, One CU streamlined how its lending team manages applications. Loan officers now work directly in the system alongside underwriters, eliminating the save-and-send handoff that previously added steps to the process. Simpler queue management and staff assignments also make it easier to see where applications stand and keep work moving.
For members, that translates to a faster path from application to decision. The credit union can respond more efficiently to vehicle, home, and personal loan requests while managing the process digitally from start to finish.
Since going live, One CU continues to explore even more ways to leverage the MeridianLink platform and accelerate its lending strategy.
