PBA - 4 Star

Ser Technology has been helping credit unions across the country increase loans and minimize risk since 1994.

  • We provide portfolio management, data warehousing and targeted marketing services to credit unions
  • Over 2,700 credit union clients use Ser Tech services
  • We are headquartered in Dallas, TX with offices in Orange County, CA and Qingdao, China
  • We are an authorized 3rd party agent for the major credit bureaus and AVM providers
  • Ser is SAS 70 certified (SSAE 16 Type 2)
  • Other key partners are CUNA Mutual Group, Teknion Data Solutions and Mitchell, Stankovic & Associates.

Loan Generation Marketing

The most comprehensive and effective direct marketing turnkey programs available to credit unions in the marketplace today.

  • Increase loan, membership acquisition and recapture initiatives
  • Screen potential borrowers to streamline the lending process and target the most attractive candidates
  • Avoid the need to mass market by targeting only eligible members.

Enterprise Risk Management

Ser Tech’s core focus is to support credit unions in addressing their critical business goals.  Our ERM solution, ProAct, is a web based application that aggregates credit unions’ loan portfolio.

  • Monitor your portfolio with relevant key metrics
  • Generate comprehensive portfolio review analysis and compliance reporting
  • Manage portfolio risk

For more information about our products, call Andrew Dawson at 469.941.5110 or email

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Contact Us
6801 Parkwood Blvd.
Suite 300
Plano, Texas 75024
Phone: (469) 385-6400
Toll Free: (800) 442-5762
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