A startup mortgage wholesaler needed a simple and user-friendly way to allow their partners to quickly get quotes and initiate the mortgage application process. They had already selected a product pricing system and a loan origination system, but needed a single point of entry for partners. They also needed flexibility to adjust the portal forms as products and requirements change, and the ability to start an application from a MISMO XML file. Application highlights include:
- Flexible quote and application forms built using Apex Configurable Sections library allow flexibility where needed
- Configurable marketing pages and supplementary content complete the partner portal experience
- Integrations with HubSpot (for partner / user information) as well as pricing and origination systems