Featured build
Preferred Mortgage CRM
We designed and built a custom CRM for Preferred Mortgage, a Rochester based mortgage company, giving loan officers full visibility and control over the entire loan lifecycle.
Client pipelines, task workflows, referral partners, and communication history live in one place, replacing spreadsheets, scattered tools, and manual follow ups. Every client's status is visible at a glance, from lead to funding, and recurring tasks make sure no follow up, compliance step, or handoff is missed.
This was not just a CRM build. It was a system redesign focused on clarity, accountability, and scale.
- Lead to funding pipeline
- Automated task workflows
- Referral partner tracking
- Pre approval letter generation
- Calendar integration
- Full activity logs