Yocket · 2023 · B2B · Fintech operations
Lender and advisor CRM
A shared CRM where Yocket advisors and lender staff hand over and service leads.
My roleBuilt it.
15+lender partners on the platformCompany page
The challenge
Leads moved between Yocket and lenders by hand.
What shipped
Lead transfer, servicing and automated document collection with discrepancy flags.
What moved
Part of the journey that cut approval from 7 days to 48 hours