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Mortgage quote tool development for financial institution
A mobile-first mortgage calculator enabling quick loan estimates for customers and loan officers, with automated manager notifications on every request.
Software developmentReact
The challenge
The financial institution needed to give users and sales representatives a quick, user-friendly loan and mortgage calculator to increase conversion rates and expedite the sales process.
Our solution
- Built a mobile-first calculator letting end users estimate mortgage costs from their financial situation and terms.
- Enabled refinancing option estimates with integrated application submission.
- Automated manager notifications and stored requests in the client's internal system for immediate processing.
- Designed an efficient UI keeping key decision-making information on a single screen.
- Provided loan officers tools to quote mortgages and store or review client history.
Results
- Faster client inquiry processing with centralized data storage.
- Increased sales and engagement with new clients.
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