Look before you leap! Remember that while we have completed an interface with this vendor, that interface may not necessarily include all the functionality that vendor offers, or it may not support the specific product you are considering from that vendor. If what we built doesn’t meet your needs and you want us to build something different with this vendor, visit the DHD store to start a new custom project request.
Hollie Britton –
We are excited to have a solution in Sageworks (now known as Abrigio) that allows us to get an answer back to our business members faster. The Electronic Tax Return Reader, along with the rest of Sageworks’ lending solution, offers full automation of the member’s lifecycle from beginning to end. Its integration to CU*BASE has significantly improved our efficiency to input and process these loans. The DHD team worked with me step-by-step to get everything set up with Sageworks. They did all the heavy lifting of building the data files and worked directly with Sageworks’ implementation, while keeping me informed of the project status.