Web Application

Mortgage CRM System

A secure mortgage operations CRM for client records, document workflows, and financial reporting.

BOCC Finance
Production project
•Full Stack Developer
React.jsNode.jsMongoDBRBAC
Mortgage CRM System screenshot 1

#Overview

Mortgage teams needed a secure way to manage client records, documents, and financial reporting inside one workflow-driven dashboard.

#Key Features

  • ▹Client lifecycle management
  • ▹Document workflows
  • ▹Secure reporting modules
  • ▹Role-based operational access
  • ▹Dashboard-driven workflows
  • ▹Backend service integration

#Challenges & Solutions

Challenge

The system needed secure data handling and clear operational flows for sensitive financial and document-heavy work.

Solution

Implemented client, document, reporting, and role-based workflows tailored to mortgage operations.

Project Info

Company:

BOCC Finance

Role:

Full Stack Developer

Duration:

Production project

Category:

Web Application