Mortgage Industry : Transitioning from Services to Product Development

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Customer Situation :

The company has long been providing analytics solutions for mortgage services industry. With enough success and cash flow, the company wanted to build a product that would help mortgage companies and credit unions to better manage their assets and customers. But the company needed core expertise on what its takes to build a SaaS product and build a go-to-market strategy.

Solution Approach:

We did a deep dive analysis with the founders and management team to understand the strengths and customer profiles. We then worked with multiple customers to understand their pain points and how the company can help them.

End Result :

  • iconEducated the management team on doing projects vs. creating products.
  • iconHelped to create a product vision, roadmap with realistic timelines.
  • iconConceptualized and released the minimal viable SaaS product that helped the company to receive feedback from customers and iterate.