Home lending · Correspondent operations
Trilha — Every mortgage with an owner, a next action and a deadline, from first contact to registration
- Per-person queue with next action and deadline
- Credit, interview, compliance and registration as separate stages
- WhatsApp by department and AI meeting minutes
Project details
Delivered for Banking correspondent (sample data).
The problem
A home-lending banking correspondent tracking mortgages in spreadsheets and in each developer's system: no single owner, deadline and evidence per deal, with credit, interview, compliance, contract and registration treated as one "status".
What we delivered
An operations system for the correspondent: a per-person queue with next action and deadline, progress in independent stages backed by evidence, interview scheduling, compliance, contract and registration, WhatsApp chats by department, meetings with AI-generated minutes, closing, quality, ombudsman and a management view.
Highlights
- Per-person queue with next action, deadline and who owes what
- Independent stages: credit, documents, interview, compliance, contract and registration
- WhatsApp chats by department, linked to the deal
- Recorded meetings with AI-generated minutes checked by the team
- Closing, quality and ombudsman in the same system
Stack
- Next.js
- Prisma
- Postgres
- AI
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