Jan 2021 – Apr 2021

Mortgage Investment Management Platform with Financial Automation

Cannect Mortgage · Full Stack Developer

Full

Investment Lifecycle

Auto

Interest Calculations

Real

Time Portfolios

Integrated

Growth & Stability

~60%

API Response Time Reduced

30+

Manual Workflows Eliminated

1000s

Real-time Synced Users

Overview

At Cannect Mortgage Investment Corporation, I developed a full-scale investment management platform that streamlined the entire mortgage investment lifecycle, from acquisition to returns distribution. The system integrated financial operations, investor management, and compliance into a unified platform.

The Problem

Manual tracking of mortgage investments and returns

Complex interest calculations across different investment types

Disconnected financial systems (QuickBooks + internal data)

Limited visibility for investors into their portfolios

High administrative overhead and risk of errors

The Solution

Automated investment onboarding and validation workflows

Developed dynamic interest calculation engine

Integrated QuickBooks for real-time financial synchronization

Created investor portal for portfolio tracking

Implemented compliance and reporting features

Architecture

Core Components

Investment acquisition and onboarding moduleInterest calculation engineInvestor portal with portfolio insightsFinancial integration layer (QuickBooks)Reporting and compliance system

Technical Design

Automated interest accrual calculations

Financial reconciliation and synchronization

Document management for contracts and agreements

Role-based access control

Secure handling of financial data

Permission-based workflows

My Role: Full Stack Developer

Designed and developed full platform architecture

Built backend APIs and business logic

Implemented complex interest calculation engine

Integrated QuickBooks APIs for financial sync

Developed investor-facing portal

Implemented role-based access control and permissions

Built reporting and compliance features

Key Achievements

🔥

Built complete mortgage investment management system

🔥

Automated complex financial calculations and workflows

🔥

Integrated accounting system (QuickBooks) with internal platform

🔥

Delivered real-time investor visibility into portfolios

🔥

Reduced reliance on manual financial processes

Impact

📊

Reduced administrative overhead through automation

📊

Improved accuracy of financial calculations and reporting

📊

Enabled real-time visibility into investment performance

📊

Increased efficiency of investment onboarding and management

📊

Improved investor experience and transparency

Tech Stack

Backend

Node.js, Express, GraphQL

Frontend

React.js, JavaScript, CSS

Database

MySQL

Cloud

AWS (EC2, S3)

Integrations

QuickBooks API

Other

Sequelize, Apollo

What I Help With

Scalable Backend Systems

High-performance APIs and microservices

Complex Integrations

Stripe, Shopify, Microsoft Graph, telecom

AI & Automation

LLM workflows, document processing

Identity & Security

OAuth, Entra ID, Cognito

Let's discuss your system or project

Get expert input on your architecture, integrations, or scaling challenges.

Book a Call to Discuss Your Project