Developing a SaaS CRM Platform for Mortgage Brokers

The Challenge

Mortgage brokers often face the challenge of managing client relationships and loan processing efficiently. Many relied on disjointed systems, leading to delays and errors in loan submissions. A client at Softobiz envisioned a robust SaaS CRM platform that would centralize these operations and integrate seamlessly with Encompass, a widely used mortgage submission tool.

My Role in the Journey

As a Business Analyst on the project, I played a critical role in understanding the client’s needs, crafting a detailed roadmap, and ensuring the platform delivered a seamless user experience. Collaborating with stakeholders and cross-functional teams, I contributed to building a solution that streamlined broker operations from lead management to loan processing.

What I Delivered

• Requirement Analysis: Engaged with mortgage brokers and stakeholders to gather insights into their workflows and pain points.

• Product Design and Roadmap: Prioritized features like lead tracking, client management, and integration with Encompass to push qualified loan profiles directly for processing.

• Integration Strategy: Designed the Encompass integration to enable effortless data transfer of loan profiles, reducing manual effort and submission errors.

• User-Centric Design: Focused on creating an intuitive interface that allowed brokers to navigate features effortlessly, ensuring high adoption rates.

The Outcome

• Streamlined Operations: The CRM platform simplified lead management, client follow-ups, and loan processing, reducing turnaround times significantly.

• Improved Accuracy: The Encompass integration ensured accurate and timely submission of loan profiles, enhancing broker-client trust.

• Industry Adoption: The platform was well-received in the mortgage industry, becoming a valuable tool for brokers looking to optimize their operations.

Why It Matters to Me

This project was a milestone in my career, as it allowed me to address a real-world problem with a scalable SaaS solution. Collaborating with mortgage brokers and seeing how the platform streamlined their daily operations was highly fulfilling. It strengthened my expertise in CRM development and deepened my understanding of integrating third-party tools into SaaS platforms.