Mortgage Lender
The client faced a legacy Intranet nearing its end-of-life and required upgrades based on strict, industry compliance regulations. In addition, the mortgage lender needed to centralize processes, procedures and support for all new and existing branch locations across the country.
To begin this project, Rowboat Software met with representatives across different divisions to understand all user types and use cases. Once we had an understanding of the existing system, compliance requirements, and new functionality, we designed a user interface and experience that was more intuitive for all users across all departments. We built a Custom Intranet with a ticketing system, expense reporting and approval system, branch onboarding and management system, and material ordering and tracking. Centralizing all of these systems created a well-organized business community.
- Custom Intranet
- Ticketing System
- Branch Manager
- Expense Report Tracking and Approval
- Marketing Materials Ordering, Compliance Approval, and Tracking