Overview

Locklear CRM is a cutting-edge mortgage marketing platform tailored for the Modern Loan Originator, designed to streamline operations, manage workflows efficiently, and foster business growth. Developed in collaboration with Bacancy, the platform encompasses comprehensive solutions for agents and loan officers, empowering them to engage with clients effectively through integrated websites and Salesforce CRM.

Technical Stack

  • Vue JS
  • Nuxt JS
  • HTML
  • JavaScript
  • JAVA
  • AWS
  • Twilio
  • Stripe
  • Salesforce

    • Industry

    Information Technology

  • region

    • Region

    USA

  • project-size

    • Project Size

    Non- Disclosable

Highlights

Webhook for Real-time Updates

SMS Integration with Twilio

REST APEX Integration

Agent Portal Integration

Challenges & Solutions

Integrating dynamic portals with Salesforce for real-time updates across all client organizations posed a significant hurdle.

  • Solution: Implemented a mechanism in AWS for hosting and connecting portals with Salesforce using a single integration user setup, ensuring seamless accessibility and real-time synchronization.

Implementing dynamic approval workflows, pre-approval, guaranteed financing letters, and custom SMS/chat features integrated with all Twilio portals.

  • Solution: Utilized Salesforce automation tools, including Process Builder, Workflow Rules, and Flow. Developed custom LWC chat components for direct communication with portals and clients, integrated seamlessly with Twilio for SMS functionality.

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13+

Years of Business
Experience

1458+

Happy
Customers

12+

Countries with
Happy Customers

1050+

Agile enabled
employees

Core Features

  • RIN Environment Configuration
  • Dynamic Portal Configuration
  • REST APIs for Portal Integration
  • NANO LOS Webhook Integration
  • no.-of-resources

    • No. of Developers

    06

  • time-frame

    • Time Frame

    March 2022 - Ongoing

Experience With Bacancy

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Empowering Retail Marketing With Seamless User Experiences

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Migrating To Laravel From Core PHP With Twilio Integration

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Upgrading PHP Laravel version while scaling the Admin Dashboard

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Optimizing CRM Performance With Data Management and Salesforce Integration

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AI Solution Engine for Improved Performance and Error Handling

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Enhancing Managed IT Services With Streamline Automation Process

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SEO and Bulk Data Upload Solutions For An E-Commerce Healthcare

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Elevate Your E-Commerce with Scalable UI and Enhanced Calculators

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Simplifying Annuity Rate Management for Complex Calculations

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Addressing Null Safety, Code Structure Issues, and Manual Deployment Issues

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Optimize Task Management With Advanced Tracking

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Revolutionize Applicant Tracking: Advanced Image Optimization Techniques

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Cost-Effective Media Management Solution and Resolving Data Upload Issues.

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VoxGlobalTech

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