Mortgage Choice

Mortgage service CRM

Customer country

Development timeline

Budget

Files

Team

Sample PDF file with survey data

Australia

June 2018 → October 2018 = 80 days

$12 000

7 experts

1 manager
5 engineers
1 designer

Goal

Mortgage Choice is a service that helps to choose and register a mortgage loan.

The service is aimed at facilitating the procedure of getting a mortgage loan without a ton of paperwork.

When applying for a mortgage, an individual needs to fill out 200+ fields of the application. Mortgage Choice provides an application form with variable fields:
• Address
• Employment
• Personal data
• Compliancу questions
• The requested amount
• Contacts of guarantors
• Ongoing housing costs
• Requirements and goals
• Information about assets and liabilities

Development

It took a total of 80 days to develop.

Over this time we
• Added email notifications.
• Automated work with lead cards.
• Set up integration with the calendar.
• Configured autocompletion of the fields.
• Integrated the service with PipeDrive CRM.
• Made an admin panel for user management.
• Solved the problem of creating PDF files in the correct form.
• Implemented registration and authorization via Google, Facebook.