Mortgage Quote CRM
FinTech • Mortgage CRM • Laravel/Analyst • Architect • Coder • Tester
Project Overview
A mortgage quote CRM platform that enables loan officers to generate, compare, and present FHA and Conventional loan quotes to their clients, with detailed financial breakdowns and client-ready reports.
Key Features
- Property(using multiple RETS) and borrower profile management
- Dynamic loan parameter configuration (FHA & Conventional)
- Multi-option rate and points comparison
- Auto-calculated mortgage insurance, closing costs, and savings
- Side-by-side loan comparison tables
- Client-ready quote generation and email delivery
- PDF quote download and sharing
- Real-time calculation updates
Technologies
LaravelMySQLRETS IDXJavaScriptjQueryHTML5Tailwind CSSPDF Generation
Impact
Introduced a unified mortgage quote CRM that removes Excel dependency, consolidates lead and quote management, and provides a streamlined, industry-specific workflow for mortgage professionals.
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