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.
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
Before: the original transactions-side main menu
Before: the loan lending side's Access main menu, one desktop at a time
Before: reports ran locally from a fixed date-range form
Before: every transaction lived in one desktop grid, one office only
Before: loan records, same story — local, single-user, desktop-bound
Before: editing a single transaction meant opening this Access form
Before: key player summaries were generated straight out of Access
After: a live web dashboard shared by both offices
After: reports run live in the browser instead of a local form
After: the same transaction list, now searchable from either office
After: the lending side gets the same live dashboard treatment
After: editing a transaction now happens in the browser, from anywhere
After: the same summary document, generated from the web app
Related Services
Access to Custom Web App
Learn more →Multi-User Access Setup
Learn more →Want something like this for your business?
Tell us what you're trying to solve — we'll give you a straight answer on scope and cost.