Enhanced InsurTech app drives 3x sales growth
in just two years
Taking your business online is a challenge, and the mortgage industry isn’t the most digital-friendly to begin with. But an Illinois-based mortgage originator has overcome struggles traditionally associated with online loan applications and was on its path to digital transformation.
Founded in 2001 as an Illinois-based mortgage originator, the Company operated across 13 states and expanded into the wholesale channel in 2008. In 2017, the Company announced a strategic hiatus due to the oversaturated lending market and slipping lending standards. Today, the Company switched to a technology-driven model and is back with a custom and fully-owned robust document processing CRM system.
A custom and
fully-owned robust document processing CRM system
An online mortgage originator
September 2019 — ongoing
Technology and Platforms:
React/Redux (thunk middleware), “Fuse” React Template Cypress E2E Tests, .Net Core, EF Core, SQL Azure, Azure Functions, Azure Service Bus
Cover the demand for both B2B
and B2C domains
Bring together local and national-wide brokers and individuals seeking loan application assistance
To enable broker partners and loan originators to operate efficiently on the platform in a fully customizable workspace
Accept and process complex borrowers’ data, and track the application journey to the bank and back to the claimant within a short time frame
Cut application processing time by streamlining borrowers’ data validation with a robust document management system and optimized submission forms
Provide top-notch user experience in both customer-facing and admin-facing interfaces
Unclog workflows both ways for business-essential operations that are scattered all over multiple add-ons
Eliminate resource-intensive dependencies on third-party applications and integrations, empowering the company to fully own the solution
“Given the team’s rapid expansion since last year and the immense trust the company put into Forte Group’s engineering, we’ve been able to build a product that is competitive and of great quality. We were not only focusing on the technical side of the project, but also designed the solution to be customer-first and maintainable”.
Team Lead at Forte Group
A more intuitive and more error-proof process of applying from the customer-facing point of view.
A single admin panel with unified access to data like pending loans, claims, bank-claimant communication, and analytics.
Effective in-platform asset management for the loan approvals to arrive on time.
The legacy code restructuration allows the implementation of new features and ensures greater system stability.
Custom fields, editable contents with various asset types, bonds and ownership from a single dashboard, available to platform vendors.
A full-fledged corporate portal connected to a CRM with document management software built from scratch, using an advanced cutting-edge technology stack.
A tool with a concise UI for storing, managing and editing legal documents on the platform’s internal portal, making document handling partially automated.
The system’s verification of users’ initial input using technologies such as machine learning and character recognition to highlight inconsistencies and typos before the application is submitted.
The integration of several lead generation and sales automation tools into the platform, enabling uninterrupted and streamlined client management.
cut by 28%