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OPEN HOUSE LEAD CONVERSION

Leads are the lifeblood of mortgage business. The goal of an open house is to secure interest from buyers.

200+
Realtors

Over 200 realtors were onboarded by LOs using the platform.

30+ LOs

Subscriptions

Over 30 Loan Officers opted for paid subscription

35+ Daily

New Leads

On an average 35 good leads are generated every day.

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OVERVIEW

Leads are the lifeblood of mortgage business. The goal of an open house is to secure interest from buyers. An open house appeals to the real estate business due to the possibility of creating a database of authentic customers and the conversion of leads. A good open house conversion tool can help you with higher lead conversion, realtor team building tools, easy realtor relationships tools, co-marketing features and more. DreamzTech got an opportunity to develop an Open House Conversion application for one of its esteemed clients. It was developed in a way that the platform owner acts as the super administrator, controller and moderator for all parties involved.

GOALS

  • Unification of data
    received
    from all equipment onto a single platform and automated interpretation.
  • Registering a sample for
    each
    machine with upper and lower reading limits so that alerts can be generated in case
    of
    abrupt fluctuations.
  • Process data and represent
    in
    the form of animated graphs and charts wherever possible for instant decision
    making.
  • Using Industrial IoT to
    monitor equipment health and provide scheduled maintenance, proactive and preventive
    maintenance.
  • Platform to view the
    current
    status of a machine and the ability to view its breakdown history.
  • The solution also provided
    the
    option to control machines from a user interface using PLC/SCADA and IoT.

Business Problems

  • Lack of an Open House Lead Generation platform
  • Lack of a relation-building tool between Loan Officers and Realtors.
  • There was no single, automated system that allowed team building.
  • Delays in closing deals.
  • Lack of Historical Lead reports in order to facilitate Marketing campaigns.

SOLUTIONS WE PROVIDED

  • A Lead generation tool that lets Loan Officers gather leads from any Realtor in any location from any device.
  • The platform eases the lead generation process for Realtors, encouraging them to work with Loan Officers in the platform.
  • A Single platform for Loan Officers to work with as many Realtors as needed and accumulate Leads.
  • Real Estate agents are now able to follow up Leads from the Leads database and close deals quickly.
  • Instead of buying leads and investing in ads, start Drip campaigns for the Leads.

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ABOUT THE CLIENT

Leads are the lifeblood of mortgage business. The goal of an open house is to secure interest from buyers.

HEADQUARTERS

United States of America

INDUSTRY

Manufacturing

SERVICES RENDERED
  1. Corporate Finance: Initial Public Offerings, Private Equity
  2. Structured Finance: Syndicated Loans, Leveraged Loans
  3. Stock Exchange Market Infrastructure
  4. Clearing and Settlement
SERVICES WE PROVIDED

Expert Team

DreamzTech formed a Team of PM, QA, and Senior Developers. The whole process of, Planning and Deployment was extremely cost-effective and fast due to the team’s prior knowledge in Real Estate projects.

Consulting

Solution architects and Business analysts worked together clarifying requirements and creating a backlog. All tasks were scrutinized, cross-questioned and prioritized for smooth execution. Areas for improvement noted.

Architecture

Architects, Tech Leads, QA Leads, and Senior developers worked together to determine the technology platform, design workflow, plan database, and API architecture. The application prototype was developed.

Development

The base application was developed over a span of just 3 months and the client’s target production launch deadline was met. Nearly all modules were kept dynamic to ensure full control for platform admin.

Quality Assurance

QA activity ranged from test planning to test execution. Testing automation tools like Selenium were used for QA of web and PWA. All issues were fixed prior to beta release of the application.

Support

The project came with a warranty period of 90 days. All issues posted by users post-launch were resolved to satisfaction during the warranty. Minor enhancements were implemented free of cost.

Approach from DreamzTech

The customer wanted a solution to manage medical worker compensation and their work assignment as well as individual patients on a single platform. The solution developed by DreamzTech integrates two platforms into a single functional one to manage the employee’s activity and compensation along with the patient history in the form of a case through the same platform. The solution is a multi-tenant platform with custom branding.

ANALYSIS

DreamzTech’s business analysts interviewed the client to create user stories. We studied the current market trends and competitor applications to come up with USPs for the application to be developed. User roles were studied to determine the easiest possible workflow.

CONSULTING

DreamzTech consulted the client on the implementation of industry best practices and technology to be used. In order to make realtor journeys easier, we suggested development of PWA along with native mobile apps. Flexibility options and platform owner full control was suggested.

DEPLOYMENT

API, web developer, app team and JS experts worked together to deliver the project in a span of just 3 months. Core modules were identified and developed first with the rest of the application built on them. All issues from UAT and post-production were resolved for free within the warranty period.

THE BUSINESS BENEFITS

DreamzTech helped the client meet the growing demands of open house lead conversion tools and gave the application an edge over its competitors by the implementation of the latest technology and easier workflow. Since its launch in late 2019, a large number of Loan Officers have signed up to the platform out of whom nearly 50% upgraded to a paid plan. They have been able to build a strong relationship with realtors and generate good leads.

Key Application Features

The open house conversion platform developed by DreamzTech is packed with features that are easy to access and use. It benefits loan officers and realtors alike.

asset management system INSTANT REGISTRATION

Superfast sign up and verification process for loan officers so they get started instantly.

digital ad platform DYNAMIC FORM

A powerful, fully customizable jQuery form builder lets LOs create sign-in forms with drag and drop.

b2b travel portal TEAM COLLABORATION

Three easy steps >> Create Realtor >> Assign sign in form >> Assign sign in email template.

automated oil change SIGN IN REPORT

View and download the daily sign-in report. Import to CRM tools and start marketing campaigns.

fleet management -asset management FRONTEND APP

Realtors can access the application over website, PWA, Android app and iPhone app.

asset order manage PRODUCTIVITY

Realtors receive a code when they are onboarded. They simply enter the code to access the app.

asset management system LEAD CAPTURE

Realtors capture lead info faster without having to worry about what info to log.

digital ad platform SIGN IN ALERT

Automated sign-in alerts and reports can be scheduled by realtors and loan officers.

b2b travel portal OVERVIEW

Admin gets an overview of all activities in-app and can send messages to users.

asset management system DYNAMIC TEMPLATES

The platform admin has full control over email templates. Rich media can be included.

digital ad platform SUBSCRIPTIONS

Integrated with the PayPal subscription module. Plans fully configurable.

b2b travel portal LEADS DB

A list of all leads and other users are available to the platform owner.

Technology Overview

USER INTERFACE:

HTML5

CSS 3

Bootstrap

React JS

BUSINESS LOGIC:

Swift

Laravel

J2EE

DATABASE:

MySQL

OTHER TOOLS & TECHNOLOGY:

GIT

JIRA

Android Studio

Flutter

XCode

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