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I will build a custom real estate and mortgage CRM web application
Senior Fintech AI Developer iOS, Web, Automation for Real Estate, Lending
I'm Saad, a senior fintech and AI developer with experience building workflow systems, CRM platforms, automation tools, and lending-related software solutions. My background spans software engineering...
About this Gig
I Managed loan pipelines, coordinated directly with investors and lenders, ran affiliate networks, and operated CRM systems under the kind of pressure where a missed follow-up costs a deal. I know what breaks, what slows teams down, and what a lending CRM actually needs to do not in theory, but in practice.
That's what I'll build for you.
What your custom CRM will include
- Borrower and lead profiles custom fields built around your loan types, not a generic template
- Pipeline stages from first contact to funded, with drag-and-drop deal management
- Role-based access agents see their book of business, admins see the full operation, nothing leaks sideways
- Lender and affiliate tracking who referred what, which lender is active on which file
- Notes, activity log, and document attachments per deal full context in one place
- AI-assisted follow-up suggestions the system flags deals that have gone cold and tells you what to do next
- Status change alerts your team knows the moment a deal moves without chasing each other on WhatsApp
- Search, filter, and sort find any borrower, any lender, any deal in under 3 seconds
- Export to CSV or PDF for compliance, reporting, or handing off to a bro
Industry:
Financial services
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Real estate
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Other
Software:
Other
My Portfolio
FAQ
Can you build this to match how my pipeline actually works?
Yes - that's the whole point. Before I write a single line of code I'll map your exact stages, deal types, and team structure. The CRM will use your terminology, your statuses, and your workflow - not a generic template I copied from somewhere.
We use [tool X] - can this integrate with it?
Probably yes. I can integrate with most email providers, Google Sheets, Zapier, and common mortgage tools. Message me with your current stack and I'll confirm before you order so there are no surprises.
Is this secure enough for real client data?
Yes. The system uses JWT authentication, encrypted database connections via Supabase, and role-based access so data only goes where it's supposed to. I can also walk you through hosting options that include GDPR or data residency compliance if your market requires it.
My team isn't technical — will they be able to use it?
That's a design requirement, not an afterthought. I build interfaces for people who are running deals, not reading documentation. If your agents can use WhatsApp, they can use this CRM. I also include a walkthrough video on delivery so your team is up and running from day one.
