A custom CRM designed to automate mortgage workflows, improve client visibility, and support faster follow ups. Built to help mortgage advisors work with greater clarity, speed, and control.
Problem
The existing system was slow, fragmented, and lacked the automation needed for efficient daily work. Client data was spread across different places, which made it difficult to access complete loan histories and keep track of applications. Without a centralized workflow and task management, employees had less visibility into priorities and fewer tools for proactive client service. This created delays, inefficiencies, and missed opportunities during the application process.
Solution
We designed and developed a custom CRM tailored to ProHypo’s workflow and operational needs. The solution brought together centralized client profiles, loan tracking, automated document generation, task management, and real time reporting in one system. The product was built to improve clarity for advisors, support faster decision making, and reduce manual work across the process. The result was a more structured operational setup that helped the team manage mortgage applications more efficiently.
More Work
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Chief Executive Officer
Bratislava, SK
Eurovea offices
Pribinova 10
811 09 Bratislava
Slovakia
Billing
WEZEO, s.r.o.
ID: 46 390 227
VAT ID: SK2023366301
Copenhagen, DK
BLOXHUB
Bryghuspladsen 8
1473 Copenhagen
Denmark
Billing
WEZEO ApS
CVR: 439052
VAT ID: DK43980521
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