Agentic PNW

Commercial Mortgage & Lending

Live

A Three-Generation Brokerage Trades $1,400/Month of Rented SaaS for One Platform It Owns

A full platform build for a Portland commercial loan brokerage: 13 loan programs, a pricing engine, built-in e-sign, and a 19-section staff CRM, all in-house.

denalimortgage.com
Denali Commercial Mortgage: the website Agentic PNW built

Objective

Denali Commercial Mortgage is a three-generation Greco family firm in Portland's Pearl District (NMLS #1276463), brokering commercial loans since 2012 with 40+ years of combined experience and a 5.0-star Google profile. Their promise is right on the homepage: “Your One-Stop Lending Center,” and “When lenders or other brokers say no, we say yes!”

The back office, though, was rented: HubSpot for CRM, InvestNext for investors, LearnWorlds for training, DocuSign for signatures, Dropbox for documents, roughly $1,400 a month, with borrower data scattered across all five. The brief: one platform the family owns, running intake, pricing, documents, portals, and the back office end to end.

Key Services

  • Website Design & Build
  • CRM & Client Portals
  • Payment Integration
  • E-Signature & Document Systems
  • Training Platform (LMS)
  • Technical SEO & Schema

Platform

Next.js 16 on Vercel + Supabase

Services Used

The Build

Live and Working

denalimortgage.comLive
Live: full page screenshot of denalimortgage.com

The full Denali Commercial Mortgage homepage, start to finish. Hover or tap to pause.

denalimortgage.com/small-balance-directLive
Live: full page screenshot of denalimortgage.com/small-balance-direct
denalimortgage.com/get-qualifiedLive
Live: full page screenshot of denalimortgage.com/get-qualified
denalimortgage.com/closed-dealsLive
Live: full page screenshot of denalimortgage.com/closed-deals
Program flyers · in-app print systemLive
Live: full page screenshot of Program flyers · in-app print system

01

The Opportunity

A brokerage with three generations of lending experience was paying five SaaS vendors roughly $1,400 a month to hold its own business: the CRM, the investor portal, the training content, the signatures, the files. Every tool knew one slice of a deal; none of them knew the borrower.

0

Loan programs, incl. Signature Direct ($250K–$5M)

02

The Solution

One Next.js 16 platform on Supabase (33 migrations) that runs the whole firm. Thirteen loan-program pages, led by the flagship Denali Signature Direct Loans ($250K–$5M). A four-step Get Qualified intake wizard with autosaving drafts. A pricing engine that generates branded term-sheet PDFs, and built-in ESIGN e-signature with token-linked signing. Behind the scenes, a 19-section staff CRM: pipeline, contacts, deals, submissions, lenders, commissions, revenue, and more. Borrowers, brokers, and investors each get their own portal: a deal room, an investor center, and a training LMS with Stripe-powered membership.

$1.4K

Monthly SaaS spend replaced by the platform

03

The Impact

The platform is live at denalimortgage.com after a clean DNS cutover. HubSpot, InvestNext, LearnWorlds, DocuSign, and Dropbox are replaced by systems the family owns outright. An interactive nationwide loan map and a Recently Funded feed carry the track record (fastest close: 10 days), and eight letter-size program flyers print straight from the app.

0

Sections in the staff CRM & admin

0

Loan programs, incl. Signature Direct ($250K–$5M)

$1.4K

Monthly SaaS spend replaced by the platform

0

Sections in the staff CRM & admin

0

Days, the fastest close on the books

Results

Measured Impact

Before-and-after search and lead data for Denali Commercial Mortgage is being collected and will be published here once verified by the business owner.

Keyword positions

Before

TBD

After

TBD

Data pending

Map-pack placement

Before

TBD

After

TBD

Data pending

Leads & calls

Before

TBD

After

TBD

Data pending

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