This system automates the creation of customized mortgage sheets for open houses, providing buyers with property details and tailored mortgage options, including monthly payments. It fetches property data, performs calculations, and generates shareable PDF sheets or links, streamlining the process for mortgage brokers and real estate agents.

Services:
Year:
01 - Challenges

Empowering Efficiency: Gloria’s Vision for Seamless Mortgage Solutions

Gloria Cooper, a seasoned mortgage specialist, wanted a simple yet powerful tool to provide buyers with clear mortgage options during open houses, saving time and effort for both herself and real estate agents.

She envisioned a system that would automate calculations, generate professional mortgage sheets, and be easy to use, even for someone without technical expertise.

By leveraging these open house sheets, Gloria aims to generate valuable leads and grow her business.

Time-Consuming Manual Process
Risk of Calculation Errors
Unprofessional Presentation
Automated Precision
Professional Presentation
Effortless Sharing
02 - Solutions

Automating Mortgage Sheets for Effortless Accuracy

Twelfth Dream developed a user-friendly system that automates the creation of professional mortgage sheets, eliminating the need for manual input and calculations.

The system fetches property details, performs accurate mortgage calculations behind the scenes, and organizes the information into a polished, visually appealing format.

Users can generate downloadable PDFs or shareable links for the sheets, saving time and ensuring consistency.

With this solution, Gloria can confidently provide clear, professional mortgage options to buyers, enhancing her workflow and service quality.

Key Features

03 - Execution

Idea to App Journey

A discovery meeting was held to understand Gloria’s vision and goals. We started by building a prototype to validate the idea and refine the system’s functionality. Within two weeks, we launched a beta version for testing and feedback. Just two weeks later, the final product was ready.

Project duration 1.5 months
Discovery Meeting
Prototyping 2 Weeks
Beta Launch 2 Weeks
Final Product Launch

Technologies Used

For this project, we leveraged a robust stack of modern technologies to ensure high performance, scalability, and user-friendly experience across web and mobile platforms.

04 - Impact

Driving Business Growth and Opening New Opportunities

The Open House Mortgage Sheet Creator has had a transformative impact on Gloria’s business. She can now generate professional mortgage sheets in seconds, saving valuable time and ensuring accuracy, even as market interest rates fluctuate. Realtors have found these sheets incredibly helpful for their clients, strengthening Gloria’s relationships within the real estate community and positioning her as a trusted resource.

Having successfully used the system to streamline her own workflow and grow her business, Gloria is now considering expanding the platform to serve other mortgage brokers, unlocking new opportunities for collaboration and growth.

Reduce sheet generation time from hours to seconds
Ability to share them online
Improved calculation accuracy

Client Testimonial

I had an idea that I’d never have been able to create and Twelfth Dream made it happen. Now I have a document that my competitors do not and I love it! A true PLUS for my business.

Gloria Cooper

Mortgage Specialist

Why It Works

01 - Easy and Efficient Development
  • Simple interface met all her needs
  • Prototyping ensured shared understanding
02 - Scalable and Future-Ready Solution
  • The system can grow with her goals
  • Allows for packaging and resale
03 - Cost-Effective and Time-Saving
  • Rapid development minimized costs
  • Generates sheets instantly
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