Interest Smart Home Loans is an industry-leading mortgage technology built on a foundation of trust, integrity, and honesty that not only delivers maximum interest savings at closing but also monitors its client’s mortgage throughout the loan lifespan to ensure a seamless home buying or refinancing user experience and better management of resources.
Sigma has helped California-based Interest Smart Home Loans with the new CRM application that guaranteed impeccable quality, within a fast turnaround time.
Business Needs & Challenges
Key business needs and challenges of developing a new CRM application.
The client wanted to exponentially increase the loan volume within a short time span of a few months and race ahead of other mortgage lenders.
They were facing a loss of interest due to the complexities involved with accessing potential lead information.
Lack of proper calendar and tasking system to track and create multiple tasks for loan officers.
They were unable to track their marketing efforts.
The client was facing an issue with the increased time and effort in formulating attractive re-finance proposals.
Their inability to track the current market value of properties and the credit score of the leads within the application was the biggest concern.
Interest Smart Home Loans engaged Sigma to solve their business challenges and needs with a new CRM.
With a user role management solution on the CRM, the client can now manage the functions of various officers on the application by assigning roles based on the type of user.
A few months after the launch client witnessed an increase in the number of potential leads by almost 15% with a definite increase in conversion rate.
The client now can focus more on the right marketing/business strategy to generate the best leads with customized dashboard access.
Access to a multi-featured and cost-effective CRM application with a fast turnaround time.
Tools & Technologies
|PHP Front-end:||HTML 5, CSS, Bootstrap|
|Project Management Tool:||JIRA|
|Bug Tracking System:||JIRA|