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Platinum Suppliers

CU Members Mortgage CU Strategic Services Cubus Solutions CUNA Mutual Group CUNA Strategic Services Enact Mortgage Insurance Corporation Equifax Inc. Finastra HFS Financial Jack Henry™ Symmetry Lending TransUnion TruHome Solutions, LLC

Auto Exam

17555 El Camino Real | Houston, TX 77058

Shane Vaughn
Vice President

Phone: 800-709-5792 | Fax: 713-944-4244

Service Areas: Auto Leasing, Lending, Member Insurance, Institutional Insurance

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Autoland, Inc.

20131 Prairie Street, Suite A | Chatsworth, CA 91311

Rixie Lowden
Director of Business Development

Phone: 818-634-1463 | Fax: 818-407-0942

Service Areas: Auto, Auto Buying Service, Lending

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401 Warren Street | Redwood City, CA 94063

Mike Persichini
VP Commercial and Business Finance

Phone: 716-225-2355

Service Areas: Business Lending, Lending, Loan Participations

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5860 Trinity Parkway, Suite 600 | Centreville, VA 20120

Tommy Stewart
Sales Manager, Auto Finance

Phone: 844-242-1729

Service Areas: Auto, Auto Recovery, Lending

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CBC Companies

250 East Town Street | Columbus, OH 43215

Mike Hinton
National Sales Executive

Phone: 614-224-3523 | Fax: 614-222-4345

Service Areas: Lending

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CIT Small Business Lending

1 CIT Drive | Livingston, NJ 07039

Chris Lehnes
Vice President of Business Development

Phone: 800-713-4984 | Fax: 800-328-7420

Service Areas: Business Lending, Lending

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ClearChoice Member Purchase Program

PO Box 3518 | Greenwood Village, CO 80155

Eric Webb

Phone: 855-245-4404

Service Areas: Lending, Loan Participations, Loyalty/Reward Programs

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Cloud Lending Solutions

1 Waters Park Drive, Suite #200 | San Mateo, CA 94403

Mohammed Wasim
Marketing Associate

Phone: 6509180499

Service Areas: Lending, Loan Originations Systems, Loan Participations

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4 First American Way | Santa Ana, CA 92707

Phone: 714-250-6383

Service Areas: Lending, Mortgages, Compliance

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Creditor Resources, Inc.

400 Galleria Pkwy Ste 1000 | Atlanta, GA 30339

Robin Jones
Director of Marketing and Training

Phone: 800-521-1670 | Fax: 678-402-2112

Service Areas: Lending, Member Insurance

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CU Lending Advice, LLC

PO Box 82 | Euless, TX 76039

Brett Christensen
Lending Trainer/Consultant

Service Areas: Business Lending, Lending, Strategic Planning

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CU Members Mortgage

14901 Quorum Dr. Ste. 800 | Dallas, TX 75254

Keith Kasmire
VP of Sales

Phone: (800) 607-3474

Service Areas: Lending, Mortgage Subservicing, Mortgages

Since 1982, CU Members Mortgage has provided mortgage lending solutions to credit unions, CUSOs, leagues and their members across the country. Our customized participation levels provide ample opportunities to earn income for your credit union, while providing the most popular loan programs for members. Advanced technology, specialized training, and marketing support help build a strong and secure mortgage department. For more information visit our website

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CU Strategic Services

1559 Commerce Road, P.O. Box 4040 | Staunton, VA 24402

Eric Kirn

Service Areas: Business Lending, Lending

CU Strategic Services, formed in 2010, is a wholly owned CUSO (Credit Union Service Organization) of the United States Senate Federal Credit Union.
At CUSSCU Strategic Services we believe that all credit unions have great potential in the business loan participation arena with the assistance of the right partner.

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Cubus Solutions

3049 Independence Dr. Ste. A | Livermore, CA 94551

Mary Ann Herne
VP of Business Development

Phone: (855) 394-3969

Service Areas: Lending, eStatements, Mobile & Online Services

Cubus helps credit unions reduce operational costs, create new revenue opportunities, and increase member satisfaction with digital banking applications that transform manual processes and simplify the member experience. Cubus One is a best-in-class omni channel digital banking platform that provides credit unions a feature rich, easy to use member experience. Other products include Statements, Alerts, Loan Payments, Loan Skips, ACH Transfers, Checking Rewards and Cash Back. Cubus has been providing superlative value for our credit union customers for over 17 years. We help our customers make banking easy and members happy.  Learn more at

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CUNA Mutual Group

5910 Mineral Point Rd. | Madison, WI 53701

Robert Trunzo
President & Chief Executive Officer

Phone: (800) 356-2644

Service Areas: Lending, Member Insurance, Institutional Insurance

CUNA Mutual Group is a financially strong insurance, investment and financial technology company that believes a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” we have a long history of working with financial institutions to protect and grow their businesses. We enable our customers and theirs to achieve financial stability through products and solutions that stay ahead of today’s rapidly changing marketplace. The companies of CUNA Mutual Group offer commercial and personal insurance products, lending solutions, and retirement, investment, data and analytics, and marketing services. Learn more at

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CUNA Strategic Services

5710 Mineral Point Rd., | Madison, WI 53705

Barb Lowman
(912) 570-5581

Phone: 8172266338

Service Areas: Delivery Channels, Lending, Operations

CUNA Strategic Services connects credit unions to innovative, industry-specific solutions that help drive membership growth and operational excellence at an attractive price. Our goal is to help credit unions find new, innovative products and services to integrate into their operations. With a nationwide footprint, negotiating power, collective buying and the ability to serve the entire credit union market, we leverage economies of scale and save you money. Our alliance providers go through a rigorous vetting process to ensure their solutions have credit unions' best interests in mind. Every solution from our alliance providers effectively solves a problem in the credit union market. With Credit Union National Association data and insights, we facilitate new business development prioritization and create strong solution-provider relationships.

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D&M Auto Leasing

17090 Dallas Parkway | Dallas, TX 75248

Jeff Gurney

Phone: 972-239-2222

Service Areas: Auto, Auto Leasing, Lending

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8980 Enbarra Drive | Sacramento, CA 95826

Brenda Usher

Phone: 888-338-1835 | Fax: 925-676-5473

Service Areas: Lending

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1500 Solana Blvd, building 6, 4th floor | Westlake, TX 76262

Charles Sutherland
Chief Strategy Officer
(800) 926-6750

Phone: 8176570000 | Fax: 8178863649

Service Areas: Auto Remarketing, Lending, Loan Originations Systems

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Enact Mortgage Insurance Corporation

8325 Six Forks Road | Raleigh, NC 27615

Dominic Jann
Senior Manager, Business Intelligence

Service Areas: Lending, Mortgages, Consulting

The Genworth Mortgage Insurance story begins with you and your business. Since 1981 we've been understanding what you need so we can help you manage your business better by delivering what's best. The best products. The best service. And the best solutions that matter.

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Equifax Inc.

1201 W. Peachtree St | Atlanta, GA 30309

Aaron Long
VP, Financial Services Group

Phone: (407) 895-9484 

Service Areas: Lending, Marketing, Performance Benchmarking

Equifax helps credit unions optimize member household growth across all product types and at every stage of the household lifecycle to help you identify and retain more members, find and close high quality loans, and better assess account risk to minimize exposure and losses. For more information, visit or call 1-800-879-1025.

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475 Anton Boulevard | Costa Mesa, CA 92626

Lisa Bonenfant
Vice President, Sales

Phone: 8884141120

Service Areas: Lending, Compliance, Enterprise Risk Management (ERM)

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Federal Home Loan Bank of Des Moines

801 Walnut St Suite 200 | Des Moines, IA 50309

Angela Richards
Communications Manager

Phone: 8005443452 | Fax: 5156991287

Service Areas: Lending, Mortgages, Asset/Liability Management (ALM)

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FIData, Inc.

9311 San Pedro Suite 1110 | San Antonio, TX 78216

Douglas Charles
VP Sales

Service Areas: Lending

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4412 Spicewood Springs Rd, Bld. 6 | Austin, TX 78759

Mike Stoutenburg
Vice President of Sales

Phone: 7700770770

Service Areas: Auto, Lending, Online Loan Applications

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Finastra USA Corporation 555 S.W. Morrison St., Suite 300 | Portland, OR 97204

Americas Marketing Team
Americas Marketing Team

Phone: 8009899009

Service Areas: Lending, Mobile & Online Services

Finastra is building an open platform that accelerates collaboration and innovation in financial services, creating better experiences for people, businesses and communities. Supported by the broadest and deepest portfolio of financial services software, Finastra delivers this vitally important technology to financial institutions of all sizes across the globe, including 90 of the world's top 100 banks. Our open architecture approach brings together a number of partners and innovators. Together we are leading the way in which applications are written, deployed and consumed in financial services to evolve with the changing needs of customers. Learn more at

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10800 Pecan Park Blvd Suite 310 | Austin, TX 78730

Leigh Richey
Director of Marketing

Phone: 5124188989 | Fax: 5125320574

Service Areas: Lending, Technology

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FORUM Solutions LLC

11313 USA Parkway | Fishers, IN 46037

Ana Everett
Lending Consultant

Phone: 3175586206 | Fax: 3175586184

Service Areas: Lending

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Global Wave Group

31 Journey Suite 250 | Aliso Viejo, CA 92656

Zubin Mehta

Phone: 5742334593

Service Areas: Business Lending, Lending, Loan Originations Systems, CRM/MRM

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HFS Financial

100 Owings Court #13 | Reisterstown, MD 21136

Mike Sisk
Director of Lender Relations

Phone: 800-254-9560

Service Areas: Lending

HFS Financial is an originator of unsecured consumer loans in the home improvement space, with a niche focus on swimming pools and outdoor living projects. HFS acts as a lead aggregation and marketing platform for its lenders, offering a full-service processing arm to reduce the workload on its lender partners. In 2021, HFS helped its loan partners fund over 16,000 loans for $1.3 billion. Contact us if you want to learn more:  Mike Sisk, HFS Financial, Director of Lender Relations, 410.879.7916 or

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HomeBridge Financial Services,Inc.

194 Wood Ave. South 9th Fl | Iselin, NJ 8830

Joseph Cilento
VP Affinity Mortgage Lending Division

Phone: 2039946087

Service Areas: Lending, Mortgage Processing, Mortgages

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IA Systems

500 New Karner Road | Albany, NY 12205

Penny Perkins
Marketing Manager

Phone: 800-803-7554 | Fax: 518-862-9079

Service Areas: Lending

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7257 S. Tuscon Way | Englewood, CO 80112

Nick Goraczkowski
SVP, Sales

Phone: 8666835505

Service Areas: Auto, Indirect Auto Lending, Lending

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Indirect Lending Solutions LLC

P.O. Box 190012 | North Charleston, SC 29419

Will McGregor

Phone: 8435695009 | Fax: 8437457009

Service Areas: Auto, Indirect Auto Lending, Lending, Technology, Consulting

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6065, Roswell Rd, Suite 910 | Atlanta, GA 30328

Jennifer Kendrick
Director, Client Services

Phone: 800-849-5256 | Fax: 678-287-2950

Service Areas: Lending

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INTUVO, a CU Direct Company

101 Cooper Street Ste 2000 | Santa Cruz, CA 95060


Phone: 831-684-2248

Service Areas: Auto Buying Service, Lending, Mobile & Online Services

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Jack Henry™

663 W. Hwy. 60 P.O. Box 807 | Monett, MO 65708

Tracy Almquist
Senior Marketing Manager

Phone: (888) 774-2265 | Fax: 8662835404

Service Areas: Lending, Mobile & Online Services, Operations

At Jack Henry™, we believe the world is a better place with community and regional banks and credit unions. And we intend to keep it that way. For more than 45 years, we’ve put financial institutions at the center of our modernization. We’re here to help you innovate faster, differentiate strategically, and compete successfully – all with one goal in mind: to improve the financial health of the people you serve. Visit to learn more.

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Suite 320 - 1111 Hastings St. | Vancouver, BC V6E-2J3

Stacy Gorkoff
VP, Marketing

Phone: 604-901-5889

Service Areas: Business Lending, Lending, Loan Originations Systems

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Lenders Risk Management

305 West Cheapeake Avenue, Suite 211 | Towson, MD 21204

Gary D. Lund
Executive Vice President
(410) 296-7872

Phone: 8886004436 | Fax: 4102967876

Service Areas: Lending

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P.O. Box 6893 | Thousand Oaks, CA 91359

Art Aldridge

Service Areas: Lending

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2200 Point Blvd. Ste. 110 | Elgin, IL 60123

Luke Kolquist
VP - Sales & Marketing

Phone: (312) 218-5430

Service Areas: Call Centers, Lending, Member Services

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Members Business Services (MBS)

P.O. Box 5608 | Redlands, CA 92375

W. E. Scott Burger

Phone: 9097231222 | Fax: 9097231201

Service Areas: Checks, Business Lending, Lending

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MortgageFlex Systems, Inc.

10151 Deerwood Park Blvd Building 400, Suite 350 | Jacksonville, FL 32256

Ash Omar
Vice President

Phone: 9043562490 | Fax: 6043561099

Service Areas: Lending, Loan Originations Systems, Mortgages

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505 Bath Street | Santa Barbara, CA 93101

Jared Cahill

Phone: 214-960-0761

Service Areas: Auto, Lending, Direct Marketing

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Nationwide Credit Service Inc.

P.O. Box 1787 | Longview, WA 98632

Janice Sopher

Service Areas: Lending

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Nortridge Software, Inc.

17601 E. 17th Street | Tustin, CA 92780

Kim Stempel
V.P. Sales

Phone: 415-459-3843 | Fax: 415-459-4537

Service Areas: Lending

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Onspot (formerly Lifestyle Lending Solutions)

3688 West 9800 South, Suite 153 | South Jordan, UT 84095

Phone: 801-208-9324

Service Areas: Lending

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Optimal Blue, LLC

5340 Legacy Drive, Bldg. 2, 2nd Floor | Plano, TX 75024

Keith Anderson
Vice President, Sales

Phone: 9524433759 | Fax: 9524433894

Service Areas: Lending, Mortgages

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28202 Cabot Road, Suite 225 | Laguna Niguel, CA 92677

Carl Meiswinkel

Phone: 9493477700 | Fax: 9493477701

Service Areas: Lending, Mortgages, Consulting, Enterprise Risk Management (ERM), Mergers

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Pittman Financial Group LLC

10724 Carmel Commons Blvd | Charlotte, NC 28226

Vonezell Pittman

Phone: 7048779288

Service Areas: Business Lending, Lending, Loan Participations

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Reilly & Reilly, Inc.

7583 Eagle Point Drive | Delray Beach, FL 33446

Frank Reilly, Sr.

Phone: 561-637-6700 | Fax: 209-729-5006

Service Areas: Lending

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Sentinel Warranty

1250 Main St, Suite 300 | Napa, CA 94559

Mike Seguin
Business Development Manager

Phone: 3362078062

Service Areas: Auto, Lending, Member Insurance

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Ser Technology Corp.

12700 Park Central Dr. Suite 1415 | Dallas, TX 75244

Jackson Hunt
VP, Marketing

Phone: 4693856982 | Fax: 4693856983

Service Areas: Auto, Lending, Mortgages

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Service Financial LLC

P.O. Box 170186 | Portsmouth, NH 3801

Chris Butler
Client Relationship Manager

Phone: 6785279074

Service Areas: Business Lending, Lending, Personal Finance Management (PFM) Tools

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Symmetry Lending

6600 Peachtree Dunwoody Rd. Bldg. 300, Suite 125 | Atlanta, GA 30328

Jarrett Settles
VP Business Development, Capital Markets

Phone: 952-479-8096

Service Areas: Lending, Loan Participations, Mortgages

Symmetry Lending is one of the largest loan fulfillment and loan participation providers to credit unions in the country, having delivered over $6B in loan originations and participations to credit unions since 2018.

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1377 Motor Pkwy. Ste. 400 | Islandia, NY 11749

Nicolaas Vlok

Phone: 6314044135 | Fax: 6314044299

Service Areas: Indirect Auto Lending, Lending, Loan Originations Systems

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Teletrack, Inc. (CoreLogic)

5550-A Peachtree Parkway | Norcross, GA 30092

Paul Worden
National Account Director

Phone: (800) 426-1466

Service Areas: Lending

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The Rochdale Paragon

8575 W. 110th Street, Suite 220 | Overland Park, KS 66210

Tony Ferris

Phone: 8004244951

Service Areas: Lending, Compliance, Enterprise Risk Management (ERM), Strategic Planning

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Total Member Care

3252 University Drive, Suite 165 | Auburn Hills, MI 48326

Howard Hoemann
Chief Sales Officer

Phone: 800-205-4268 | Fax: 636-273-6176

Service Areas: Call Centers, Mystery Shopping, Lending

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555 W. Adams St. | Chicago, IL 60661

Blake Woods
Sr. Advisor, Credit Unions

Phone: 3129853715

Service Areas: Lending, Marketing, Enterprise Risk Management (ERM)

The past decade has given way to many new innovations in consumer lending – from to rise of FinTechs, to stronger demand for more automated digital experiences, to new custom modeling capabilities designed to create more inclusion in lending strategies. Many credit unions have seen firsthand the impact these innovations have had and find themselves wondering “how can we compete in this environment?” As credit unions face the challenge of growing loans in a market with rising interest rates, lending strategies and credit unions’ relationship with data are changing. At TransUnion, we help credit unions leverage Information For Good.

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Triad Financial Services, Inc.

4336 Pablo Oaks Ct 4336 | Jacksonville, FL 32224

Robert Larison
V.P of Project Management

Phone: 8005222013

Service Areas: Lending, Loan Participations, Mortgages

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TrueCar Inc.

120 Broadway, Suite 200 | Santa Monica, CA 90401

Graham Lentz
Partner Development Manager
(800) 200-2000

Phone: (800) 200-2000

Service Areas: Auto, Auto Buying Service, Lending

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TruHome Solutions, LLC

9601 Legler Rd. | Lenexa, KS 66219

Jeff Vossen
SVP, Mortgage Originations & Operations

Phone: (913) 981-1748 | Fax: 9139811648

Service Areas: Lending, Mortgage Processing, Mortgages

TruHome Solutions is a team of more than 300 professionals in the Kansas City metro area. We have provided private-label mortgage originations, secondary marketing, and mortgage servicing to credit unions since 2004. By partnering with us, you’ll break through the barriers of mortgage expertise, technology, and regulation, allowing you to serve all your members’ mortgage needs. We are 100% credit union-owned, and we only work with credit unions. That’s our business, so we better understand the unique needs of credit unions and their members. Let TruHome help you deliver the mortgage experience your members deserve. And bring them home, where they belong.

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Tullamore Consulting LLC

12 Grove St | Rochester, NY 14605

Phone: 5854130888

Service Areas: Business Lending, Lending

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United Guaranty Insurance

230 North Elm Street, 9th Fl. | Greensboro, NC 27401

Shannon VanSickler
VP, Credit Union Channel

Phone: 336-778-7213

Service Areas: Lending, Mortgages

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XtraCash, LLC

16011 College Blvd., Suite 208 | Lenexa, KS 66219

Asa Groves
Chief Operations Officer

Phone: 9133109292 | Fax: 9135411250

Service Areas: Lending, Online Loan Applications

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