Refinance CRM
A comprehensive CRM platform designed to streamline the mortgage refinancing process for loan officers and clients.
Video Walkthrough
The Refinance CRM is a full-stack web application built to optimize the workflow for mortgage refinancing. It provides tools for client management, document tracking, and communication, all within a secure and intuitive interface.
To reduce the time and complexity involved in the mortgage refinance process by providing a centralized platform for all stakeholders.
Loan officers often rely on a patchwork of tools like email, spreadsheets, and separate document management systems, leading to inefficiencies, errors, and a poor client experience.
Solution & Functionality
We developed a unified dashboard that allows loan officers to manage their client pipeline, track application progress with a visual timeline, securely handle document uploads, and communicate with clients through an integrated messaging system.