TheBrokerBrain: A Complete Financial Toolset for Brokers & Lenders
Developed a full financial web app that enables brokers, lenders, and introducers to collaborate efficiently.
TheBrokerBrain
Project Overview
Developed a full financial web app that enables brokers, lenders, and introducers to collaborate efficiently.
Fintech
WordPress
Advanced Custom Fields (ACF)
Custom Plugin Development
Headless WordPress
API Integrations
Automation
Challenges
- •Existing system was limited and lacked scalability
- •Needed a robust, full-service fintech platform built from scratch
- •Tight time constraints for development
- •Required seamless integration between a marketing site and the financial web app
Solutions
- •Designed a full technical scope to map business processes and user flows
- •Built a custom WordPress plugin to override default templates, creating a headless CMS
- •Developed an integrated system for lenders to add loan products, brokers to create applications, and introducers to connect with brokers
- •Implemented automation to eliminate days of manual work for loan product updates
Results
- ✓Full digital transformation providing an all-in-one tool for brokers, lenders, and introducers
- ✓Automation drastically reduced manual workload for loan updates
- ✓Scalable and future-proof system that continues to evolve
- ✓Streamlined onboarding process for brokers, lenders, and introducers
Project Details
Client
TheBrokerBrain
Category
Fintech
Technologies
WordPress
Advanced Custom Fields (ACF)
Custom Plugin Development
Headless WordPress
API Integrations
Automation