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How to successfully upgrade your mortgage loan origination system

Your journey to a mortgage tech go-live

A digital graphic showing a tablet and a laptop side by side. The tablet displays a timeline graphic titled “Laying the Foundation for Success” with illustrated construction scenes, representing the mortgage loan origination system upgrade process. The laptop screen shows the title “Your Journey to a Mortgage Tech Go-Live” with the subtitle “From Vendor Evaluation to Implementation: What to Expect Every Step of the Way,” branded with the MeridianLink logo.

Upgrading your mortgage loan origination system (LOS) is a crucial investment in your credit union’s future — and navigating the process with the right strategy can make all the difference.

If you're wondering how to choose a mortgage loan origination system that fits your needs, this step-by-step guide outlines how to assess your current system, define project priorities, align stakeholders, and manage implementation to ensure a smooth transition and greater efficiency. Learn the key milestones, tips for securing internal support, and best practices for rollout and adoption.

Download the infographic to move confidently through every phase of selecting and implementing a new LOS.

Robbie

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