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Case study
Web service development
Web service development
Mortgage Choice
Mortgage service CRM
Customer country
Development timeline
Budget
Files
Team
Australia
June 2018 → October 2018 = 80 days
$12 000
7 experts
1 manager
5 engineers
1 designer
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
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.
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.
Screenshots
Product features
Getting a mortgage loan made easier
The application for a mortgage loan is filled out online.
Integration with PipeDrive CRM
A multiform with variable fields
Work with a lead card is automated.
A multiform with variable fields
Result
• Developed the Mortgage Choice service for applying for a mortgage loan.
Screenshots of the PDF document
Technologies
AWS
DigitalOcean
HTML5
Pipedrive API
Ruby
Ruby on Rails
Team
Technical Director
Gregory Tkach
Engineers
Elena Lymar
Evgeniy Zaydenberg
Alexander Makarov
Nikolay Melnik
Evgeniy Chayka
Alexander Makarov
Nikolay Melnik
Evgeniy Chayka
Project Manager
Designer
Marina Yavgel
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LLC INHALE TECH
24 Medychna Street, Kamyanske, Ukraine, LLC ID: 43987222
24 Medychna Street, Kamyanske, Ukraine, LLC ID: 43987222
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