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Modernization of Mortgage Lending Platform with Integrated Broker-Borrower Collaboration Tools

leobit.com

Real estate

Financial services

Complex Mortgage Transaction Coordination Challenges

The client required a unified digital platform to orchestrate interactions between mortgage brokers, borrowers, real estate agents, and credit agencies. Legacy systems lacked flexibility for custom workflow layers and failed to provide consistent user experiences across broker-facing and borrower-facing applications.

About the Client

Full-service mortgage lender specializing in Brokered and Correspondent programs with 200+ employees

Platform Modernization Goals

Automate end-to-end loan origination workflows
Create seamless cross-application user experiences
Implement centralized document management with e-signature capabilities
Develop mortgage comparison and educational resources portal
Establish robust third-party integration framework

Core System Capabilities

Loan registration and program selection wizard
Cross-application Angular component library
Mortgage rate comparison calculator with scenario modeling
Custom CMS for educational content management
Electronic document signing with DocuSign integration
Support ticket system with Happy Fox integration
Role-based access control with Azure AD

Technology Stack Requirements

.NET Core/.NET 6

Angular 8+ with TypeScript

Entity Framework Core

SignalR for real-time communication

RxJS for reactive programming

Critical System Integrations

DocuSign e-signature API
Mandrill email delivery service
Microsoft Azure Active Directory
Mortgage Pricing Engine API
Happy Fox ticket management system

Operational Requirements

High-availability architecture with 99.9% uptime SLA
Role-based security with HIPAA/GDPR compliance
Scalable infrastructure for concurrent broker-borrower sessions
Sub-second response times for mortgage calculations
Modular architecture for future feature extensions

Expected Business Outcomes

The modernized platform will reduce loan processing time by 40%, improve broker-borrower collaboration efficiency by 60%, and enable 24/7 self-service mortgage comparisons. Automated workflows and centralized document management are projected to decrease operational costs by $1.2M annually while supporting 30% growth in transaction volume.