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Next-Generation Loan Origination and CRM Platform Enhancement

jetrockets.com

Financial services

Challenges with Existing Technology

Apex Lending Group is experiencing limitations with its current loan origination and CRM systems. The existing systems lack the scalability to support continued growth, offer a fragmented user experience for borrowers, brokers, and loan origination teams, and do not provide the advanced automation capabilities needed for efficient loan processing and commission management. The company requires a more integrated, user-friendly, and technologically advanced platform to maintain a competitive edge in the evolving fintech landscape.

About the Client

A rapidly growing financial services company specializing in real estate loans for investors and developers, operating across multiple states and seeking to modernize its technology infrastructure and enhance customer relationship management.

Project Goals

Develop a scalable and robust loan origination platform to handle increasing loan application volume and complexity.
Enhance the CRM capabilities to improve customer relationship management and lead nurturing.
Automate key loan origination processes to reduce manual effort and improve efficiency.
Create a seamless and user-friendly experience for borrowers, brokers, and internal teams.
Implement automated commission calculations and reporting for sales teams.
Expand platform integrations to connect with key industry partners and data sources.

Core System Functionality

Borrower and Broker Application Management
Loan Application Tracking and Monitoring
Document Management
Automated Underwriting and Risk Assessment
Commission Management and Reporting
Automated Communication and Notifications
Data Verification and Due Diligence
Integration with External Systems

Technology Stack

Ruby on Rails

PostgreSQL

React

API-driven architecture

External System Integrations

Google APIs
Signature Verification Services
Credit Bureau Data Providers (CreditPlus)
Document Conversion Services (CloudConvert)
Email Marketing Platforms (Mailchimp)
Audit Logging and Monitoring (Rollbar)
Real Estate Data Providers (Zillow, HouseCanary)
Payment Gateways (PayPal)
Analytics Platform (Google Analytics)
Customer Communication Platform (Dialpad)
Security Certificate Authority (MassiveCert)
Funding Shield
Trinity FundingShield

Non-Functional Requirements

High Scalability to accommodate future growth.
Robust Security to protect sensitive data.
High Availability and Reliability.
Performance Optimization for fast response times.
User-friendly Interface for all user roles.
Comprehensive Audit Logging.

Expected Business Impact

By implementing this next-generation platform, Apex Lending Group anticipates significant improvements in operational efficiency, reduced loan processing times, enhanced customer satisfaction, increased sales team productivity, and a stronger competitive position in the real estate lending market. The platform is expected to support continued growth and allow for expansion into new markets and product offerings.