Mortgage Application Tracker


Retail Bank (Mortgages)


A $20 million online mortgage system processed 80% of applications but left no way to track those which were more complex and had to be processed manually.
This team of some 120 mortgage assessors and support staff needed a way to track mortgage applications from application to credit decision.


As all users leveraged Excel, the solution was an Excel Add-In to display screens for data entry and a central database to store data.
The solution allowed management to monitor the flow of mortgage applications, plan staff requirements and manage daily workloads.
It also allowed the business to prioritise applications to ensure they honoured their customer Service Level Agreements (SLA).


Excel, MS Access, VBA

* To respect client confidentiality, identifiers including client logos and names have been removed from all screenshots and descriptions. Displayed names and values are fictional.


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