Client Overview
Red Key Mortgage - Elevating Mortgage Management with a Custom Web Solution
Red Key Mortgage, a distinguished player in the mortgage industry, approached us with a vision to enhance their digital presence and streamline their operations. Specializing in securing the best mortgages for their clients, they sought a comprehensive solution that included a professional website and a custom web application tailored to their unique needs.
Client's Objectives
Red Key Mortgage outlined the following set of key objectives for the project
01
Professional Website Design
Objective: Develop a visually appealing and professional website that accurately represents the Red Key Mortgage brand.
Our Solution: We crafted a visually stunning website that reflects the professionalism and reliability of Red Key Mortgage, providing visitors with an engaging and informative online experience.
02
Custom Web Application (Deal Connect)
Objective: Create a custom web application, named Deal Connect, to efficiently manage clients and deals.
Our Solution: The development of Deal Connect included a robust set of features tailored to Red Key Mortgage's workflow, enhancing efficiency and communication.
03
CRM Functionality
Objective: Implement a Customer Relationship Management (CRM) system within Deal Connect to store client information, including notes and attachments.
Our Solution: We implemented a CRM system within Deal Connect to allows Red Key Mortgage to store and manage client information efficiently, complete with notes and attachments for a comprehensive client profile.
04
Mortgage Status Update Text Message Notifications
Objective: Integrate a feature for real-time text message notifications to keep clients informed about the status of their mortgages.
Our Solution: We integrated Deal Connect with a 3rd party vendor to support real-time text message notifications to keep clients informed about the progress of their mortgages.
05
Multi-User Profiles
Objective: Design and implement multi-user profiles within Deal Connect, distinguishing between Admins, Realtors, and Brokers, each with specific access and capabilities.
Our Solution: We successfully implemented a robust security module within Deal Connect to facilitate multi-user profiles. This ensures that every team member enjoys a secure and tailored experience by having the appropriate level of access and functionality.
06
Rates Widget Integration
Objective: Develop a Rates Widget that seamlessly integrates into Red Key Mortgage's websites, providing visitors with up-to-date mortgage rates.
Our Solution: We designed and implemented a Rates Management Module, empowering users to effortlessly maintain up-to-date rates. This module seamlessly integrates into Red Key Mortgage's websites, delivering visitors precise and real-time mortgage rate information.
07
Google Review Feature
Objective: Create a special feature within Deal Connect that allows Red Key Mortgage to solicit satisfied clients for Google Reviews via text message (SMS), enhancing their online presence.
Our Solution: We crafted Google Review Request feature, enabling Red Key Mortgage to harness client satisfaction through SMS requests, thereby enhancing and cultivating a positive online reputation.
