Mortgage Choice is a service for the selection and registration of a mortgage loan.
The task of the service: to simplify the procedure for obtaining a mortgage, getting rid of paperwork.
An individual fills out 200+ paper fields when applying for a mortgage. Mortgage Choice offers filling out an application form with variable fields: • Key Contacts • Address details • Employment Details • Personal Information • Assets and Liabilities • Compliance Questions • Desired Loan Particulars • Ongoing Living Expenses • Requirements and Objectives
Development from idea to release took 80 days.
During this time we are: • Added email notifications. • Set up autocomplete in fields. • Automated work with lead cards. • Set up integration with the calendar. • Made an admin panel for user management. • Integrated the service with PipeDrive CRM. • Solved the problem of creating PDF files in the correct form. • Implemented registration and authorization via Google, Facebook.
Simplified registration of a mortgage
An application for a mortgage loan is filled out online.
Integration with PipeDrive CRM
The fields are filled in automatically based on other.
Work with cards of leads automated.
Multiform with variable fields
Developed the Mortgage Choice service for obtaining a mortgage.
Screenshots of PDF doc
Ruby on Rails
Evgeniy Zaydenberg Alexander Makarov Nikolay Melnik Evgeniy Chayka