REC-014 / DELIVERED / Real Estate & Mortgage Lending
Case File

Real Estate & Mortgage Lending Web Platform

Two desktop MS Access databases — real estate transactions and loan lending — rebuilt as one web platform two offices now share.

IndustryReal Estate & Mortgage Lending
EngagementFull System Build

A real estate brokerage and its affiliated mortgage lending arm were running on two separate MS Access databases, each tied to a single desktop machine in a single office. Agent transaction tracking lived in one file, loan processing and reporting in another, and neither office could see the other's numbers without someone exporting and emailing a snapshot. Reporting meant opening a fixed form, entering a date range, and waiting for it to run locally.

We rebuilt both systems as a single custom web application. The same transaction tracking, loan pipeline, and reporting logic carried over, but running in a browser instead of an installed desktop file — so both offices now work from the same live data no matter which building, or which computer, they're on. A live dashboard surfaces the numbers that used to require running a report first: total volume, closed transactions, active listings, and days-on-market, updated in real time instead of on request.

Moving off two disconnected desktop files also opened up reporting neither original database could produce on its own — a unified view across both sides of the business instead of two separate exports stitched together by hand.

  • Two legacy Access databases (transactions + loan lending) merged into one platform
  • Live, browser-based access from either office, no desktop install required
  • Real-time dashboard: volume, closings, active listings, and days-on-market
  • Role-based access instead of one shared desktop login
  • Unified reporting across both sides of the business

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