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


  • project-size
  • Project Size

    Non- Disclosable


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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Years of Business




Countries with
Happy Customers


Agile enabled

Core Features

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


  • time-frame
  • Time Frame

    March 2022 - Ongoing

Experience With Bacancy

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