Client Organization

Interest Smart Home Loans is an industry leading mortgage technology that not only delivers maximum interest savings at closing but also monitors their clients’ mortgage throughout loan lifespan, required to expand their platform to enable improved user experience for their clients and be able to better manage resources.

Project Brief

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.

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 loss of interest due to complexities involved with accessing potential leads information.

Client was also burning cash to train the new recruits in order to access borrower documentation.

Client was facing issue with the increased time and effort required in formulating attractive re-finance proposals.

Their inability to track the marketing efforts was the biggest concern.

Solution

Interest Smart Home Loans engaged Sigma to solve their business challenges and needs with a new CRM.

We performed an in-depth analysis of the customer’s mortgage processes and systems to identify the bottlenecks in their operations.
We created a repository of lead records from various sources to allow the client access potential leads information at a single place.
We offered built in customized dashboard and reporting technology empowering management to design best business strategies for targeting prospects & reward the users appropriately for the targets accomplished.
We developed an in-built mortgage savings analysis tool to formulate attractive re-finance proposals to offer better savings on the current debts of the borrower.
We delivered an advanced email management feature that shows open rate and triggers an email to the user when the desired rate prevails in the market.
We added a chat feature on the CRM application to enable efficient communication among the internal users.

Benefits

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 saw an increase in the number of potential leads by almost 15% with definite increase in conversion rate.

The Client now can focus more on the right marketing/business strategy to generate the best leads with the customized dashboard access.

Access to a multi-featured and cost-effective CRM application with a fast turnaround time.

Tools & Technologies

Framework: Laravel, PHP
Front end: HTML 5, CSS, Bootstrap
Version controlling: GitHub
Project Management Tool: JIRA
Continuous Integration: GIT
Bug Tracking System: JIRA

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