About Customer

The customer is US’s leading mortgage lender with presence in more than 18 states of The US. They deliver excellent services when it comes to mortgage lending for new purchase or refinance. They required to improve their existing .Net based application processes and seamlessly work with their CRM tool. Along with that they required to rebrand their customer facing web portals.

It setup an ODC team at OdiTek, that ensured development, deployment and maintenance of it’s business platforms.

Application Requirements

This project had 2 major requirements, to overhaul the existing loan application product and sync with their back-end CRM in use along with revamping and rebranding their existing customer facing wordpress based web portal.

The Business Case Challenge

Customer was using a COTS CRM product that was used as database for loan applications being routed to it and all assignments to loan officers, mortgage processes are getting tracked from that CRM. The loan application process had multiple channels involved from different web applications, forms. The loan application required to be overhauled as it involved too many redundancies, and not very user friendly. Same time, existing application data had to work in new model.

Customer facing web portal was in use for quite a few years and required rebranding. This had to change the design elements, new forms and functionalities.

OdiTek’s Solution

The customer decided to try out ODC model where a dedicated team was allocated to migrate their existing Application processes to new model, and to rebrand their customer facing web portals. The legacy .Net based software had to be improved for new processes in place, team worked with their existing CRM and software base to bring up the required changes.

For customer facing web portals, design phase was critical so that branding is properly done and reflect in the new web pages. WordPress was default choice which provided options of CMS and easy maintainability.