The Customer has been No 1 Mortgage Lender in The USA since last 3 years in a row, with offices spread across 18 states in The US and a happy customer base for both new purchase as well as refinance. Started in 2004 with a staff of eight experienced mortgage professionals that had a goal to make a difference in the lives of those they serve, today My First Option is a family of 200+ employees. Started with the simple idea to become the First Option for anyone who has a dream to own a house or property. They are the mortgage transaction process know how experts, from the founding day, they have built personal relationships with each of the customers to better the process for everyone. Today THE CUSTOMER is a leader in mortgage lending and it’s continue to serve it’s customers bringing delight.

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.

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.

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.