Client & Services Delivered
Client: Mortgage Dealer
Industry: Financial Services
About: Investment management company and mortgage dealer that issues mortgage loans to institutional and corporate clients
Platforms / Tools Used:
- Front-End Tech Stack: React (framework), Vite (build tool)
- Database: NoSQL
- Back-End Tech Stack: TypeScript (serverless functions), out-of-the-box authentication protocols, AI and integration layers (file storage, APIs)
Services Delivered:
- Web and mobile app development for mortgage deal management and automated workflow
- Upstream integration with Salesforce (CRM) and downstream integration with The Mortgage Office (loan management software)
Outcomes & Results
All-in-One Mortgage Deal Management App with Integrations
Designed and developed a proprietary app for mortgage deal management, consisting of a client portal, staff dashboard, automated workflows, integrations with Salesforce CRM, The Mortgage Office (mortgage lending / loan management platform), Microsoft SharePoint, and Microsoft Fabric OneLake (unified, SaaS-based, logical data lake for the organization).
Workflow Automation to Increase Work Productiviyt and Help Win New Deals
This initiative helped to facilitate the mortgage origination, deal management, and approvals processes, saving 80+ hours in productivity each week and helped win $50+ million in new deals, while keeping all documents uploaded, stored, and standardized in a central location for advanced analytics and AI solution enablement.
Sample Work
