My Broker Bee
We are a Canadian financial services technology company that ensures every Canadian broker and private lender is able to help their clients find a fair loan solution. Through our proprietary matching process, the application is automatically qualified and matched with lenders that best suit the borrower’s needs.
What we did
- Organization Setup.
- Ability to perform loan option based on predefined calculation.
- Lender Approval of application.
- Order creation for Appraisal Orders.
- Generation of Dynamic PDF file based on given application data.
- On flyer PDF genration.
- Admin/Broker/Agent/Lender View.
- Automatic Email Notifications.
- Audit Trails & Logs.
- Workflow Customization Setups.
- User and access management.
- Vtiger Customization.