Case Study: FINTECH SOLUTIONS

Finance of America Reverse – Customer Portal

How a new customer portal increased Finance of America Reverse’s employee efficiency and enhanced customer experience.

Industry

Financial Services

Category

Fintech Solutions

CUSTOM WEBSITE DEVELOPMENT

Builds Long-term Customer Relationships

Finance Of America Reverse LLC (FAR) is a retirement solutions company dedicated to helping senior citizens achieve their financial goals during retirement.

FAR’s specializes in helping retired citizens look towards the future with their retirement solutions like reverse mortgages and home-sharing. FAR partnered with Liventus to build innovative technology to improve their sales process and customer experience.

We saw two opportunities to improve FAR’s employee efficiency and customer experiences. This resulted in customer portal web development and design.

Finance of America - Custom Software Development

FAR’s Customer Portal

FAR wanted their customers to have online access to their retirement solutions. We stepped in and built their home safe portal.

Integrated CRM Web Solutions

We also provided the option to easily integrate Finance of America Reverse Mortgage Illustrator with Total Expert CRM partners. Once registered, the broker is given their own portal and can use the calculator.

FAR-Customer Portal

RESPONSIVE DEVELOPMENT PRACTICES

It was important that FAR’s portal was a responsive experience for both desktop and mobile users.

With a mobile-friendly UI, reverse mortgage customers can review their current loan balance, status, and withdraw funds from anywhere.

FAR-Account Form Library

ACCOUNT LIBRARY

A bonus we included was establishing long-term communications with an account’s form library. It’s the ability for customers to upload estate information that can be given to the next of kin (or agreed upon party).

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Technology Stack

  • DotNET Core Logo
  • PHP Logo
  • React Logo
  • SQL Server Logo
  • Total Expert Logo
  • WordPress Logo

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