// THE PROBLEM
WhatsApp, spreadsheets and memory
The client runs a mortgage-advisory firm with 4 advisors and ~40 active files at any given time. Each file has eight operational stages that can take 45 to 120 days to complete — from client intake to closing at the notary.
They ran all the coordination over WhatsApp with clients, spreadsheets emailed back and forth across the team, and the advisors' own memory to know which stage each client was in. Critical documents got lost in conversations, clients called constantly asking "how's mine going?", and the owner had no real visibility into the pipeline.
They got a quote from a local shop to build their own platform. They received a 5-month, $90,000 proposal. They came to XXDM for a second opinion, thinking they'd be better off just quoting a traditional CRM.
// THE SOLUTION
A complete platform in 12 days
We built a platform with three distinct roles (admin, advisor, client), each with its own functional space. The client logs into their portal and sees all 8 stages visually with an indicator of where they are; advisors get a panel with a prioritized work queue; the admin gets a dashboard with pipeline KPIs.
Modules delivered: auth with Google and Apple SSO, a client portal with stage visualization, an advisor panel, an admin panel with metrics, realtime chat with files and voice replacing WhatsApp, a document manager with uploads and digital signature, an automated bank-comparison engine (it calculates costs and terms across 6 banks based on the client profile), transactional emails on stage changes, and a WhatsApp notification system for critical milestones.
Stack: React + Supabase + Edge Functions. Multi-tenancy built in from day one (the company plans to license the platform to other brokers as SaaS — a future recurring model).
// MODULES BUILT · 12 DAYS
M.01 · AUTH
Multi-role login
Google + Apple SSO · 3 roles · RLS
M.02 · PORTAL
Client · live status
8 stages visualized · timeline
M.03 · ADMIN
Control dashboard
KPIs · pipeline · Excel reports
M.04 · CHAT
Realtime
Text · files · voice notes · Realtime
M.05 · DOCS
Document manager
Upload · digital signature · versions
M.06 · COMPARATOR
Automated banks
6 banks · costs · terms · scoring
M.07 · EMAILS
Transactional
Resend · per stage · branded
M.08 · WA NOTIF
WhatsApp Business
Critical milestones · approved templates
// SAMPLE FILE · 8 STAGES · MULTI-ROLE
"
My clients see in real time which stage their file is in, without having to message me. My team no longer loses documents. I see the whole pipeline on one screen. What a shop quoted at five months and tens of thousands of dollars, you built in twelve days.
— Founder · Hypothek · 2025