Mortgage · Private client application
Quote Engine
A quoting tool becomes a connected workflow.
An application around an existing mortgage pricing tool, connecting quote preparation, saved proposals, officer workflows, and CRM handoff.
- My contribution
- Application & workflow development
- Project type
- Private client build
- Focus
- Product, workflow & implementation
- 01Review inputs
- 02Prepare quote
- 03Save proposal
- 04CRM handoff
This is a scope and architecture overview of a private build, not a live pricing demonstration. No borrower records, proprietary pricing logic, rates, or measured production-volume claims are published here.
The business problem
Why this needed to exist.
Calculating a quote is only part of the job. A lending team also needs a way to review it, save the proposal, coordinate officer work, and prepare the information for its CRM.
My work
What I built.
I built the application and workflow around an existing second-lien and HELOC pricing tool. The work connects the pricing reference to an officer workspace, saved outputs, bulk preparation, allocation controls, and a guarded GoHighLevel handoff.
The result of the build
A more connected way to work.
The project turns a standalone calculation task into a structured application workflow, with storage, review, preparation limits, and CRM integration around the quote.
Decisions behind the build
The thinking is part of the product.
- 01
Preserve the pricing reference.
The original pricing tool is the reference for the calculation logic. My contribution is the application and connected workflow around it, not a claim to have invented every pricing rule.
- 02
Separate preparation from delivery.
A prepared quote, a saved proposal, and a CRM handoff are distinct steps. The workflow makes those states explicit.
- 03
Make failures visible.
Uncertain delivery needs a review and recovery path, not an automatic assumption that the information arrived.
Let’s build something useful
What should we build for your business?
Bring the problem. We’ll work through the scope, the approach, and whether there’s a good fit.