Mortgage Broker Dashboard
Internal Analytics & Management Platform
Project Details
20 weeks
7 specialists
200+ brokers
Technology Stack
Key Takeaways
Increase in broker productivity and efficiency
Faster deal processing and approval times
Active brokers using the platform daily
Reduction in manual data entry tasks
The Challenge
A large mortgage broking group with over 200 brokers across multiple locations was struggling with fragmented systems and inefficient data management. Brokers were using multiple disconnected platforms to manage client information, track deal pipelines, and analyze their performance, leading to decreased productivity and missed opportunities.
The organization faced several critical operational challenges:
- • Disparate systems requiring multiple logins and data entry
- • Limited visibility into individual broker performance and portfolio health
- • Manual reporting processes consuming significant administrative time
- • Inconsistent client data management across different platforms
- • Difficulty tracking deal progression and identifying bottlenecks
- • Lack of real-time analytics for strategic decision making
Our Solution
We developed a comprehensive internal dashboard platform that consolidates all broker operations into a single, intuitive interface. The platform provides real-time analytics, streamlined workflow management, and powerful reporting capabilities designed specifically for the mortgage broking industry.
Core Platform Features
Client Portfolio Management
Comprehensive client database with contact history, document storage, and relationship tracking.
Deal Pipeline Visualization
Interactive pipeline view showing deal stages, bottlenecks, and projected completion dates.
Performance Analytics
Real-time dashboards showing conversion rates, revenue metrics, and comparative performance data.
Automated Reporting
Customizable reports generated automatically with scheduling and distribution capabilities.
Task Management System
Integrated task tracking with deadline reminders and priority management for each broker.
Commission Tracking
Detailed commission calculations and forecasting with historical trend analysis.
Implementation & Results
The platform was rolled out in phases, starting with a pilot group of 20 brokers before expanding to the entire organization. We provided comprehensive training and ongoing support to ensure smooth adoption and maximum utilization of the platform's capabilities.
Since implementation, the platform has transformed how the organization operates. Brokers now have instant access to all client information, can track their performance in real-time, and spend significantly less time on administrative tasks. Management has gained unprecedented visibility into operations and can make data-driven decisions to optimize performance.
Client Testimonial
"This platform has revolutionized our operations. Our brokers are more productive, our management has better insights, and our clients receive better service. The ROI was evident within the first quarter of implementation."
Technical Architecture
Built with React and TypeScript for a robust frontend experience, the platform features a scalable Node.js backend with PostgreSQL for reliable data management. Redis caching ensures fast response times even with large datasets, while Chart.js provides interactive data visualizations.
The platform includes role-based access controls, audit logging, and comprehensive security measures to protect sensitive financial information. Integration APIs allow seamless connection with existing CRM systems and third-party mortgage processing platforms.
Ongoing Evolution
We continue to enhance the platform based on user feedback and changing industry requirements. Recent additions include mobile responsiveness, advanced filtering capabilities, and integration with additional third-party services. The platform serves as a foundation for the organization's continued digital transformation initiatives.