Lending Reimagined for the 21st Century

Name: Daily AI Case Study, All in one Mortgage CRM for Lenders | NeoITO
Brand: NeoITO

An all-in-one platform to close more deals, scale operations, and improve ROI for mortgage businesses

Industry

Mortgage

Country

USA

Node JS

MongoDB

NeoITO was very instrumental in our journey. We have scaled from literally zero to a healthy 8 figure valuation within roughly a year's time.

Spencer Dusebout

Co-Founder & CEO at Daily AI

Project Overview

Bringing transparency and speed in the mortgage industry through DailyAI was the key objective of the project, one which proved to become an industry disruptor.

Our Task

01

Backstory

Spencer Dusebout is a serial entrepreneur who loves to solve problems that scale. On research, he found the traditional methods of mortgages in the U.S to be old and impractical for modern business.

Fuelled to create a tech disruption in the mortgage industry, he drew up plans for a platform that could replace the outdated practices of loan processing and client management. That’s when he found us.

02

The need for Daily ai

The American mortgage business is well known for its lack of simplicity. Moreover, lenders of prominent firms find it hard to track their potential clients. Every year, loan businesses lose millions in opportunity costs alone, never being able to track their progress.

Their current state of affairs was rooted in two fundamental flaws in the system

Difficulty in tracking clients in their loan status
Lack of marketing opportunities that limited lending opportunities for mortgage loan officers

We found that creating a streamlined workflow could simplify work for lenders. A platform that could help them track their progress with each client could significantly improve their conversion.

Combining the simplicity of the platform with marketing opportunities could truly be a game-changer for teams too.
So the choice was obvious: an easy to use, yet extensive loan management CRM for mortgage loan officers. Coupled with AI for automation, we envisioned a system that was both quick and intuitive in helping loan officers serve more clients without hassle.

03

The Challenge

To build a super-quick CRM for lenders to track their progress, reach clients quickly, and increase their revenue faster with a set of key milestones to ensure feasibility

A Simple and elegant UI for lenders
A stable platform that can fit in big teams without delay
Easy to use internal marketing tools for loan officers
Handling huge volume of data without choking performance
Clear data visualization on client info and viable actions

DailyAI badly needed a serverless architecture to be quick and handle loads of data quite literally on a daily basis. Although it was a huge challenge for our team, I am happy that we came out successfully in making it one of the fastest-growing mortgage CRM platforms in the market.

Prem Sinoj

Project Manager

04

The Result

Point Mortgage, Purple Inc. Mortgage, Fairway Mortgage, and Barrett Financial are some of the big names in the finance sector that use DailyAI for their daily operations
A vastly popular CRM among mortgage businesses with a really short adoption period
8 Figure Valuation in just under a year
Our association with DailyAI continues for rapid scaleup of their business

NeoITO helped Daily AI to Achieve 8 Figure Valuation in Just a Year for Their Brilliant Idea in the MortgageIndustry. Jump Start and Accelerate your Digital Transformation Journey With Us!

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