Broker portal
Broker Portal Built for Client and Deal Management
A responsive broker workspace with client profiles, deal pipelines, role-based access, and real-time status visibility.
About the client
BrokerHub is a portal for brokers to manage clients, deals, documents, and lender communication from a single secure account.
Location:
California, United States
Technologies we used
A focused stack selected for BrokerHub, covering the product interface, backend logic, data layer, integrations, and deployment needs.
BrokerHub Technologies
Next.js
React
TypeScript
Firebase
Tailwind CSSSolving operational complexity with a focused digital product
The client wanted brokers to stop relying on emails and ad hoc spreadsheets for active deal tracking.
How we moved from scope to launch
A practical delivery path kept decisions clear, reduced rework, and gave the team a steady route from discovery through release.
Discovery & Requirement Gathering
We clarified business goals, users, workflows, product scope, and launch priorities.
Research & Ideation
We explored user needs, technical options, and product patterns that could reduce complexity.
Design & Prototyping
We shaped the interface, validated flows, and prepared a clear experience for engineering.
Development & Testing
We built, integrated, tested, and refined the product across key user journeys.
Deployment & Ongoing Support
We supported launch readiness, monitoring, and practical post-launch improvements.
Key features built into BrokerHub
These core capabilities were shaped around real workflows, so the product feels clear to use, practical to manage, and ready for day-to-day operations.
Broker account dashboard
A clear workspace for BrokerHub teams to monitor key activity, review priorities, and move through daily work without jumping between tools.
Client profile management
Structured document handling keeps important files easy to submit, review, store, and retrieve when the team needs them.
Deal pipeline stages
Status visibility helps users understand where work stands, what needs attention, and which next step should happen.
Document request flow
Structured document handling keeps important files easy to submit, review, store, and retrieve when the team needs them.
Team permissions
Role-based controls keep the right people connected to the right actions while protecting sensitive workflows.
Real-time status updates
Status visibility helps users understand where work stands, what needs attention, and which next step should happen.
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