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Commercial Mortgage & Lending

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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, LearnWorlds, DocuSign, Dropbox, roughly $1,400 a month.

Borrower data was scattered across all five tools. 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

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