Case Study: The Mortgage Store achieves faster mortgage reporting and a better customer experience with Steer73's customer portal

The Mortgage Store boosts reporting 5x with Steer73

the mortgage store, a team of uk mortgage advisors, faced a slow and labor-intensive manual process for tracking mortgage applications and reporting to housebuilders. This challenge, which consumed over half a week of staff time, was addressed by vendor Steer73 through the development of a custom customer portal and web application.

Steer73 implemented a solution that integrated with the Mortgage Brain system to automatically collate data, replacing manual Excel reports. This provided housebuilders with a portal for real-time status updates and notifications. The result was a 5x increase in reporting frequency, the saving of 20+ hours of staff time per week, and the creation of a significant competitive advantage for the mortgage store.

The Mortgage Store