Award winning mortgage CRM software
01. About
SECTOR:
Financial Services
COMPANY SIZE:
11-50
Services Offered:
Product Design | Web App Development | Mobile App Development | UX Research
Since 2017, Heron Financial and Sprint Innovations have collaborated to build a market-leading mortgage and protection CRM for brokers, setting new industry standards and earning accolades for innovation and excellence.
02. The Challenge
The mortgage journey can be complicated. With multiple stakeholders involved on each case - keeping everybody aligned and up-to-date is crucial. Existing CRMs were struggling to keep up with the pace of advancements in technology and the increasingly high customer expectations. This, combined with huge efficiency saving opportunities for improving the process for mortgage and protection advisors, meant the need for something new was clear.
03. The Solution
Everglades is a comprehensive software solution that launched in 2017 and has been evolving ever since. It provides a wide array of features tailored to meet the specific needs of the mortgage and protection advisory industry. The platform supports a range of dashboards, reporting tools, and integration capabilities with third-party services such as Experian, iPipeline, Midas, Twenty7tec, Postworks, and Office 365, making it a mature feature-rich application - all in the pursuit of giving the best possible service and advice to mortgage-seekers.
Features include:
- AI assistance
- ID and credit checks
- Mortgage sourcing tools
- Insurance sourcing tools
- Email integration
- Snail mail integration
- Customer portal
- And much more…
Technology stack
The Technology Stack used to build
Google Cloud
Angular
Typescript
Java
SpringBoot
04. The Impact
Expands their team’s capacity, allowing them to take on more without compromise
Upholds their high standards by streamlining workflows and reducing errors
Accelerates their growth with smarter, more efficient operations
Client Testimonial
Partnering with Sprint Innovations has been transformative for Heron Financial. The solution they’ve built has streamlined our operations and significantly increased client engagement. The team’s exceptional project management and clear communication have made collaboration seamless. We’ve been working with them for over eight years, and their expertise continues to be invaluable to our success.
Matt Coulson: Heron Financial
Continuous Improvement
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Heron Financial
Award winning mortgage CRM software
Since 2017, Heron Financial and Sprint Innovations have collaborated to build a market-leading mortgage and protection CRM for brokers, setting new industry standards and earning accolades for innovation and excellence.
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