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2019

LeadStack As we wrap up the MedData project, we are re-focusing our efforts on building LeadStack. Our vision for LeadStack has evolved into a more sophisticated and feature-rich platform. Fortunately, we built an incredible development team between the two fantastic projects. Presently, we are eagerly anticipating a successful progression into phase 2 of development.

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2017

MedData In late 2017, we were commissioned by MedData to build a new platform, due to our vast experience building CRMs and our prior work on Patient Advocacy Technology (PAT). This is a noteworthy client and is a significant project for a firm of our size. As of 2019, the project is forecasted to be…

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2014

Diversified Healthcare Resources In 2014, Diversified Healthcare Resources commissioned us to build a new medical administration platform called Patient Advocacy Technology (PAT) to drive the future of their company. It was a highly complex project, with a primary purpose to match indigent patients with retroactive insurance coverage to pay for their hospital stays. We leveraged…

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2012

CashCall Mortgage As soon as 2012, we were courted by CashCall Mortgage. They worked out an attractive deal to secure our agents and cutting-edge technology. CashCall was growing dramatically and wasted large sums of money on marketing that yielded zero outcome. Prime was incorporated to resolve these problems and CashCall quickly flourished as our software…

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2011

Creating our Prime Mortgage CRM Software In 2011, we moved our operation to Intercap, who, at the time, lacked the software to manage marketing and sales processes. In preparation of the move, we constructed a mortgage CRM software called Prime. We brought 75 agents and processors, as well as software, servers, and other IT infrastructure.…

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2008

Growth with New American Funding Rick Arvielo, with New American Funding, withstood the market collapse through shrinking his operation to a bare minimum, but his company was struggling to survive. In 2008, we teamed up with him to re-enter the mortgage business. We started doing loan modifications and FHA streamline refinances, developing one of the…

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2007

Transforming the Growth of Real Source Partners By 2007, we were engaged by Real Source Partners to build a new commercial real estate broker platform. We built a primarily map-based user interface to visualize and interact with data.  This was a radical idea at the time and has now become the standard for these platforms.…

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2005

Our Massive Mortgage Industry Growth With the blessing of our mortgage software clients, we entered the mortgage business ourselves! Starting as a net branch of Direct Lender, we quickly grew to be their largest branch, surpassing most of our competitors including New American Funding. At the time, Direct Lender was experiencing operational difficulties and offered…

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2003

Spearheading Lead Generation and CRM for Herbalife In 2003, we were contracted by the largest distributor of Herbalife to construct a lead generation CRM and downline management platform for the organization. The system was multi-language and accounted for the hierarchical structure of the MLM industry, and dynamically generated lead inquiry pages. The lead generation and…

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1998

CRM Innovation In 1998, our client Rick Arvielo sold his printing company that utilized our software. He started New American Funding and asked us to build a direct mail marketing platform. With our collaboration, it evolved to become a full-featured multi-tenant CRM, marketing, agent performance, and accounting platform known as BankerView. On top of this,…

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