Remote-First, Global Delivery
Oscar Intelligence Inc
ApexTech Solutions - Custom Software Development & AI-Powered Digital Products
About ApexTech
ApexTech Solutions is a custom software development company delivering scalable, high-performance digital products with expertise in AI-driven development and strategic consultancy.
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Oscar Intelligence - Portfolio Details
- Client
- Industry
Financial Services
- Location
Remote
- Project End
November 2024
Project Overview
A sophisticated, domain-specific Customer Relationship Management (CRM) platform engineered exclusively for mortgage brokers and agents. Solves critical pain points in the mortgage industry by centralizing client data, automating key processes, and integrating directly with essential third-party services including Filogix Expert, government registries, and credit agencies.
About This Project
A sophisticated, domain-specific CRM platform engineered exclusively for mortgage brokers with Filogix Expert integration.
Key Features
Filogix Expert Integration Service with OAuth authentication and real-time data synchronization
Government & Registry Data API Service for automated tax assessments and land registry data retrieval
End-to-End Mortgage Pipeline Tracking with state machine workflow management
Automated Financial Processing with payment processor integration
Unified Document Management System with secure file storage and tracking
Challenges
Integrating with the complex Filogix Expert API with its proprietary authentication and data models
Building secure connections to government registries with varying API standards and authentication requirements
Creating a mortgage pipeline state machine that handles complex approval workflows and compliance rules
Implementing secure document management with strict financial industry compliance requirements
Solutions
Developed a dedicated Filogix integration service that handles OAuth flows, webhook subscriptions, and data normalization
Created a unified API gateway that standardizes interactions with multiple government services, handling different authentication methods and data formats
Built a configurable state machine engine that allows brokers to customize their workflow while maintaining audit trails for compliance
Implemented encrypted document storage with access controls, versioning, and automated retention policies
Case Study
Mortgage brokers were struggling with disconnected systems and manual processes. Oscar Intelligence centralizes everything and automates the mortgage workflow.
Technologies Used
Vue.js
Node.js
Express/NestJS
MongoDB
Microservices
Filogix API
gRPC