CASE STUDY
Mortgage Center
A new portal to financial freedom: Enqbator connects major lender Mortgage Center with credit unions across the country.
Mortgage Center has been working with credit union members and mortgage borrowers since 1990. Mortgage Center achieves their success by working hard to realize their vision, to work together to grow the credit union community. They have always been at the forefront of the mortgage world, by selectively developing partnerships at every level and every step of the mortgage process – from credit unions, members, vendors and more.
Mortgage Center partners with credit unions across the United States. Since these credit union partners do not have their own mortgage departments, members interested in a mortgage are referred to Mortgage Center. However, the credit union partners needed a better way to stay on top of important mortgage-related referral data.
A new Mortgage Center Partner – Enqbator – was honored to have been given the challenging task of creating just such a portal. Credit union partners would now be able to see all the data they would need, including how many referrals received loans, how many members were making payments or were delinquent and other valuable information.
The Challenge
Mortgage Center needed to solve the challenges that faced their important credit union partners. These organizations provided referral information to Mortgage Center, including profiles, leads and vital pre-approval data. This data is housed in separate applications such as “Salesforce.” Once an application process begins and until it is closed, this data is stored in the Loan Originating System (LOS). Mortgage Center and its Credit Union partners needed a better way to get more information on their members’ loan status. Vital statistical data was needed on all outstanding loan activity. Existing methods involved a large amount of manual work and required interactions with multiple systems.
All reporting and data were housed in a file and folder structured system. Mortgage Center looked to the Enqbator team to design, develop and implement an easier, more user-friendly portal-based interface and process where credit union partners could find all the relevant information needed. Not only was this project intense and involved technically, but the final major challenge also revolved around time. A very tight timeline was needed to complete the entire project. The sooner the system was in place, the sooner the credit union partners could solve these major challenges for their members.
The Solution
After an extensive discovery and requirements gathering process, the Enqbator team went to work. Creative thinking by Enqbator’s development team helped bring Mortgage Center’s vision to reality. Highly technical integrations work was developed, implemented, and tested, and the result was an enormous success.
Enqbator used multiple technical solutions and utilized many new and innovative methods to put in place a Portal solution that solved all of Mortgage Center’s challenges. Data was now pushed from different sources into the Mulesoft application, which in turn started writing data to the portal database.
Once the data was cleared of any duplicates (normalization process), important relationships were established. The Enqbator team performed multiple strategy sessions in order to design the data visualization process so that the data was all easy to understand and technically organized.
The team then worked with Mortgage Center to figure out the best way to design user-friendly graphs and display the data in the way Mortgage Center’s partners needed. Enqbator was able to pull in all relevant information and display it accurately and clearly in the charts within the portal.
Enqbator also worked with Mortgage Center, TOD (Traction on Demand) and Mulesoft, to complete all needed integrations, provide custom and thorough training, and most importantly, make sure the full project’s requirements were met within the given timeline. In the end, the Enqbator team was able to complete all the necessary work a week sooner than expected!
Development solutions and integrations work performed by Enqbator included additional important applications and technologies, such as Salesforce, MortgageFlex, Azure DB storage and hosting, and SFTP.
The Result
As a result of expert planning, design, and development work, along with the support and collaboration from Mortgage Center, the Enqbator team was able to test and launch the project a week sooner than planned. Mortgage Center was able to deliver a custom portal solution that made both the process at Mortgage Center and the workload of Mortgage Center’s credit union partners, much more efficient and cost effective.
Measurable Impact
Success came in many impactful and quantifiable ways. Mortgage Center's vision for this project became reality, and within weeks of the project launch, the portal had over 100 new users! In addition to new users, the portal experienced more interactivity, more subscriptions, more pageviews, and most importantly, more communication, information, and vital statistical data shared.
Technologies & Solutions Implemented
Technical creativity provides innovative solutions. Enqbator works in partnership with you to find the exact solution you'll need.
What clients are saying
"...We are working with Enqbator on several projects. They have a very professional and skilled staff. I would highly recommend..."
"...Enqbator exceeded my expectations. They were effective in communicating clearly to multiple stakeholders and they weren't afraid to operate outside of their box to help the overall project be successful..."
"...I highly recommend Enqbator for developing first-class technical solutions. Their vast experience and sincere desire to meet and exceed the needs of the customer is most impressive and evident. They have always been very courteous and responsive..."
"...We so enjoy working with the team at Enqbator on website development and other digital projects. Sujal has built a responsive, flexible, and creative group that works seamlessly as an extension of our team. We recommend Enqbator with enthusiasm and without reservation!..."
"...We experienced outstanding commitment from the Enqbator team throughout multiple complex IT projects. They have gone above and beyond in order to identify and troubleshoot issues from project initiation all the way into post-production..."
"...I have enjoyed working in partnership with Enqbator. They have a very knowledgeable staff and consistently deliver top-notch service and professional web-based applications..."
"...Very conscientious and focused on the project. Always available to help assist with troubleshooting..."
"...We are so grateful for our partnership with the Enqbator team! They delivered an exceptional website experience survey and online Dashboard..."
"... Enqbator team for nearly a decade now and I can’t say enough good things about the work they have done to help us build our company websites..."
"...Enqbator is flexible and fast paced. Without a partner who worked in a similar manner, we wouldn’t have been able to complete our project as quickly as we did..."
"...Enqbator has been a great partner, they are always eager to tackle new projects and approach them with technical expertise..."
"....The process was painless. Everyone loves the directory, and the journey to get there was so well organized that it barely impacted our workload..."
"...You were fantastic to do what you did!..."
"...They are always cheerful, positive, open, organized, supportive, and responsive..."
"..Their attention to detail and ability to quickly ascertain our needs was second to none!... Many thanks to the Enqbator team!."
"...Their expertise in partnering with our organization has led to innovative and best-in-class solutions to meet UAMS' business..."
"...The Enqbator team is always knowledgeable, helpful, and available during all aspects of the project..."
