Groupe Orbis — Salesforce replacement for a 300-broker mortgage business | Digital Product Development by Yolk Studio
Salesforce replacement for a 300-broker mortgage business
Project Description
Groupe Orbis runs mortgage brokerage across the US and Canada. Salesforce could no longer carry their process, so we replaced it with a platform built for exactly how their 300+ brokers work: client management, pipelines, onboarding, reporting and a shared knowledge base in one place.
$3.5 billion of mortgage volume now runs through it. We are now building the money movement into the same system, from commission calculation to broker payouts. The platform is a Next.js and TypeScript app on a .NET backend, integrated with Microsoft Entra ID, Finmo, Filogix, Scarlett Mortgage and OneSpan.
Highlights
300+
Mortgage brokers
$3.5bn
Total mortgage volume
Retired
Salesforce
Project Details
Client
Groupe Orbis
Scope
UX/UI Design, Web App Development, Backend Engineering, Integrations
Tech & Tools
Next.js, TypeScript, .NET, DigitalOcean, Vercel
Salesforce replacement for a 300-broker mortgage business
Project Description
Groupe Orbis runs mortgage brokerage across the US and Canada. Salesforce could no longer carry their process, so we replaced it with a platform built for exactly how their 300+ brokers work: client management, pipelines, onboarding, reporting and a shared knowledge base in one place.
$3.5 billion of mortgage volume now runs through it. We are now building the money movement into the same system, from commission calculation to broker payouts. The platform is a Next.js and TypeScript app on a .NET backend, integrated with Microsoft Entra ID, Finmo, Filogix, Scarlett Mortgage and OneSpan.
Highlights
300+
Mortgage brokers
$3.5bn
Total mortgage volume
Retired
Salesforce
Project Details
Client
Groupe Orbis
Scope
UX/UI Design, Web App Development, Backend Engineering, Integrations
Tech & Tools
Next.js, TypeScript, .NET, DigitalOcean, Vercel