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customer stories

Compeer Financial is Using Technology to Even out Fluctuating Demand for Home Mortgages

Compeer Financial is a Midwest-based cooperative that provides loans, leases, risk management, and other financial solutions.

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Compeer Financial prides itself on its relationships with its clients. “We view ourselves as a relationship-based lender in a transaction-oriented industry,” says Tim Tjosaas, Vice President of Rural Living Solutions at Compeer. But given that RLS generates an annual average of $2 billion in loan volume with only 100 employees, a customer focus means liberating loan officers from paperwork drudgery, so they have time to nurture relationships.

The 2021 nationwide refinancing boom, which inundated RLS staff with paperwork, put the organization’s commitment to stellar customer service to the test. As a result, staff struggled to find the time they needed to focus on clients. Recognizing the problem, Compeer Financial decided it was time to stay true to its technology-driven mindset and shop for a mortgage automation solution for RLS.

Ocrolus surfaced as the most appealing vendor after Compeer Financial evaluated nine others in the space.  Tjosaas says, “Ocrolus has a strong roadmap and understands what mortgage lenders need, right from the account representative to the outlooks on mortgage lending. Our value meshed really well.”

We believe in spending our money in smart ways, and Ocrolus has proven to be a very good buying decision.”

– Tim Tjosaas, VP of Rural Living Solutions at Compeer Financial

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