← All Case Studies

Case Study

Tactical Mortgage Solutions: A Web Tool That Turns Mortgage Math into Client Strategy Sessions

Published November 14, 2024
  • Real Estate
  • Web App
  • Website
Tactical Mortgage Solutions: A Web Tool That Turns Mortgage Math into Client Strategy Sessions

Client

Tactical Mortgage Solutions

Industry

Real Estate · AI & Predictive Analytics

Services Provided

Tech Stack

  • React
  • Node.js
  • PostgreSQL
  • Adobe XD

Overview

247 Labs built the web tool that lets mortgage brokers turn rate quotes into personalized strategy sessions.

Tactical Mortgage Solutions (TMS) exists to change how mortgage originators work with their clients — replacing one-size-fits-all rate conversations with personalized Strategy Sessions grounded in real numbers.

247 Labs partnered with TMS to build the web-based platform that makes it possible: a tool where brokers can fully break down a mortgage, model every payment scenario, compare options side by side, and walk clients through the decision visually. It is the tool the mortgage broker market did not have.

The Challenge

Brokers were explaining high-stakes decisions with spreadsheets and generic calculators that could not tell the whole story.

The mortgage broker market had a clear gap: no tool let brokers fully break down a mortgage and generate comprehensive reporting and insights from that breakdown.

What brokers needed was a mortgage calculator of a different order — one that could show clients every possible payment scenario and compare those scenarios directly against each other. Without it, brokers were forced to explain complex, high-stakes decisions using spreadsheets and off-the-shelf calculators that never captured the full picture.

The Solution

A web platform that models every payment scenario and turns raw mortgage math into a visual learning experience.

247 Labs built Tactical Mortgage Solutions as a web-based tool that helps mortgage originators elevate the experience they deliver through personalized Strategy Sessions.

Brokers use the platform to model every possible mortgage payment scenario and compare them directly, turning raw mortgage math into a visual learning experience clients can actually follow. Comprehensive reporting and insights are generated from each full breakdown, so brokers can strategically evolve how they communicate — moving from quoting rates to guiding decisions.

Areas of Impact

The platform changed what a mortgage conversation can look like for both brokers and their clients.

By putting every scenario on the table, TMS reshaped the broker-client relationship across four areas:

  • Scenario modeling. Every possible mortgage payment scenario, calculated and compared side by side in one tool.
  • Reporting and insights. Comprehensive reporting generated automatically from full mortgage breakdowns.
  • Client education. A visual learning experience that helps clients genuinely understand their options.
  • Broker relationships. Personalized Strategy Sessions that evolve how brokers communicate and win business.

Results

A New Standard for Mortgage Conversations

4

broker-client impact areas improved

The file explicitly identifies four areas of impact: scenario modeling, reporting and insights, client education, and broker relationships.

100%

of payment scenarios modeled side by side

The case study states brokers can model every possible mortgage payment scenario and compare those scenarios directly in one tool.

3

core decision steps unified in one workflow

The platform combines full mortgage breakdowns, side-by-side scenario comparison, and comprehensive reporting in a single broker workflow.

247 Labs delivered a web platform that not only looked exceptional but performed exactly the way our data models required. They took the time to understand the analytical demands behind the front end and built something that genuinely supports how we work.

Malak Ahmad — Data Analyst, Deloitte

More Case Studies

More Platforms for Mortgage, Lending, and Data-Driven Teams

Explore related tools 247 Labs has built — from mortgage pre-approvals to data-rich web dashboards.

Finance · Real Estate DYOM: A Streamlined Platform for Mortgage Pre-Approvals

DYOM: A Streamlined Platform for Mortgage Pre-Approvals

A user-friendly platform that simplifies pre-approvals and enhances client sign-ups for a mortgage lender.

Read case study →
Web App · Dashboard Terapeak: A Merchant Dashboard for Data-Driven Decisions

Terapeak: A Merchant Dashboard for Data-Driven Decisions

A feature-rich web app that turns raw marketplace data into a clear, actionable merchant dashboard.

Read case study →

Have a Tool Your Industry Is Missing?

247 Labs builds first-of-their-kind web applications — from scenario engines to reporting platforms — that give professionals a smarter way to serve their clients. Let's build your edge.

Start Your Project