MMPE

An enterprise-grade Fintech CRM and Mortgage Brokerage Operating System engineered for a UK-based financial services firm.

• Secure RESTful APIs & UK Financial Compliance Architecture — Architected robust backend APIs protected by multi-factor authentication, JWT tokens, and strict Role-Based Access Control (RBAC) to ensure compliance with UK financial data privacy standards (GDPR / FCA guidelines).
• End-to-End Mortgage Pipeline & Client Tracking — Streamlined the entire mortgage lifecycle—from initial enquiry and document collection to credit checks, lender submission, and final approval tracking.
• Integrated Call Management & Telephony Sync — Engineered real-time call tracking and communication logging, enabling mortgage advisors to manage inbound/outbound client leads directly within the CRM.
• Dynamic Advisor Calendar & Appointment Scheduling — Built an automated scheduling engine that eliminates double-booking, synchronizes advisor availability, and sends automated SMS/email reminders to applicants.
• High-Performance Query & Database Optimization — Restructured relational MySQL database schemas, implemented intelligent indexing, and optimized complex queries to handle large volumes of financial records with zero degradation in UI response times.