By digitally transforming their reporting and tracking process, The Mortgage Store increased their reporting frequency by 5x and improved the customer experience, all while saving half a week of staff time.
The Mortgage Store
Customer portal, 3rd party system integrations, web application, scaleable Azure architecture, system monitoring, operational digital transformation.
The primary source of data was the industry standard system, Mortgage Brain.
To provide efficiency savings to The Mortgage Store, and to deliver quality and speed improvements to their clients, it was essential that the solution we built integrated with Mortgage Brain and replaced the human actions in the process.
Steer73 have a proven set of processes and capabilities when it comes to integrating with 3rd party systems. These were employed to ensure a seamless integration between the systems.
The financial services industry in the UK is heavily regulated. Furthermore, the information being worked with (relating to an individual's mortgage application) was highly confidential.
Security and navigating legislative requirements were therefore primary considerations at every stage of the process.
Although successful, The Mortgage Store are an SME and did not have enterprise budgets to build a solution.
To keep to initial budgets, it was essential to build something effective and efficient. The scope needed to be limited to only those features that delivered on the core value proposition.
As an example, a decision was made to deliver an excellent system to one set of users (the core market), rather than stretching budget across all potential customers.
We were replacing a manual process, with technology. Breaking down the existing process and rebuilding it for a more efficient, digital system, with security at its core, was a primary part of the project.
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