Mortgage training platform

SMT

Software Engineer / 2023-2025

Training and tools for loan officers and companies facing struggle or high attrition—interactive courses, real-world case studies, coaching, and mastery tools including loan analysis, glossary with flashcards, and Mortgage AI.

Built the web platform behind courses (e.g. Mortgage 101, Mortgage Mastery), progress and analytics, and integrated mastery tools—supporting strong SAFE Exam outcomes and long-term retention narratives tied to real sales craft.
SMT visual 1

Stack

  • Web
  • JavaScript
  • Node.js
  • Express

Problem

CE-only training fails when officers need to survive and thrive.

Competitors emphasized checkbox CE without full industry fluency, practical sales skills, or tools that improve outcomes—so professionals still churned.

Product

Courses plus mastery tools learners use on the job.

Delivered structured training modules, case studies, coaching surfaces, and tools such as loan analysis, glossary search with flashcards, and AI-assisted mortgage Q&A in one cohesive experience.

Result

Measurable lift in certification and practical readiness.

High pass rates on credentialing paths and a track record of equipping teams to perform across rate environments—not just complete hours.