Portfolio

A Leading Mortgage Company is a full service mortgage firm in Pennsylvania. As the company has undergone major growth, they have had increased overhead in the management required to process each loan file. They sought the assistance of Technigent to develop an innovative and comprehensive intranet based solution with their current Calyx system integration to increase their communications, efficiency, and productivity. By creating an innovative system with enhanced features, such as employee management, affiliate management, client management, loans, master document checklist with checklist templates, automated email alerts and notifications, and a deadline generator, the company was able to decrease the overall management needed to process loans while also giving their employees the ability to be proactive about closing loans as well as work effectively with their clients and vendors to obtain loans.

Technologies used