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SaaS · Fintech2025 — PresentLive · Paying customers

Loan Officer Intelligence

Conceived, built, and launched a lead-intelligence platform that takes mortgage professionals from raw signals to qualified, prioritized opportunities — from concept to paying customers with zero external funding.

Property Intelligence Search screen with an address autocomplete dropdown

Property Intelligence Search — address & APN lookup with smart autocomplete.

$0

Funding raised

Solo

Concept to paying customers

AI-accelerated

Build approach

Overview

Loan Officer Intelligence helps mortgage professionals spot, score, and act on the right opportunities at the right moment. I owned the product end to end — discovery, design, build, and go-to-market — using AI-accelerated development to compress the path from idea to revenue.

The problem

From the moment a Loan Officer starts a conversation with a prospective lead, they are needing to rapidly surface details to both qualify the lead and to tailor their approach to help build trust. Loan Officer Intelligence provides LOs with the insights they need in seconds. Allowing them to spend their time on the right opportunities and stay one step ahead in the conversations.

My approach

  • Ran rapid customer discovery with working loan officers to separate real workflow pain from nice-to-haves.

  • Used AI-accelerated tooling (Claude Code, the Vercel AI SDK) to design, build, and iterate the full product independently.

  • Validated pricing and positioning through hands-on prototypes before committing engineering effort.

  • Shipped in tight loops, letting early paying customers shape the roadmap week over week.

Tools & methods

Vercel AI SDKClaude CodeNext.jsStripeProduct Discovery

Curious about the details behind this work?

I'm always happy to walk through the decisions, tradeoffs, and outcomes in depth.

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