Project:
Paragon Broker Site

 

Paragon Mortgage Broker Site

Paragon Mortgage needed to upgrade their payroll services, and wanted a portal to streamline their procedures. Jackrabbit created a private site that integrated with their legacy Excel-based payroll system. We also worked with Paragon to reduce payroll processing from a multi-day event to a 20-minute routine.

broker site capture

After a decade using a fax and excel-based payroll system, and faced with an ever-growing roster of brokers to pay, Paragon needed a fix.

We started with a review of the process to identify the bottlenecks in the payroll process. Next we looked at what services and help were most needed and used by Paragon’s brokers. Printing, signing, and scanning pay requests was replaced by a simple online form. We were able to reduce paper handling, data entry and payroll errors to transform the process.

Deep Integration

One of the constraints of this project was to maintain current in-office procedures. That meant continuing to use Excel as a data source, and not making any changes to admin staff routines.  We managed this by automating existing Excel spreadsheets to allow website updates invisibly.

Paragon admin staff simply opened and closed their regular spreadsheets to update lender information, broker contacts and more. No logging in, no uploading.

lender selector
lender selector

Deep Integration

One of the constraints of this project was to maintain current in-office procedures. That meant continuing to use Excel as a data source, and not making any changes to admin staff routines.  We managed this by automating existing Excel spreadsheets to allow website updates invisibly.

Paragon admin staff simply opened and closed their regular spreadsheets to update lender information, broker contacts and more. No logging in, no uploading.

spotlight

Online Manuals

Jackrabbit reimagined monotonous printed manuals and pdf’s with dynamic, vibrant web pages that encourage the reader to continue reading.  Long paragraphs and jargon were reduced to improve comprehension and speed up reading times.  

We also created short show-me videos to illustrate document production and compliance requirements.

Platform for Growth

Since we introduced the broker site, we’ve added many functions.  Agents can order business cards, renew their mortgage broker license, update their profile information, and download their T4A’s all from a secure site.  Paragon is now offering extended services to brokers via the broker site.

wine label
wine label

Platform for Growth

Since we introduced the broker site, we’ve added many functions.  Agents can order business cards, renew their mortgage broker license, update their profile information, and download their T4A’s all from a secure site.  Paragon is now offering extended services to brokers via the broker site.

audit

Custom Coding

Jackrabbit developed an integrated Compliance Audit system.  Deeply integrated wth the legacy payroll system, the broker site handles pay requests, and provides compliance auditors with a custom interface that makes audit a snap.  Deficiencies are automatically communicated to agents and contextual help is provided to reduce the number of support calls.

Behind the scenes

  • broker.paragonmortgage.ca is powered by WordPress.
  • Custom code & legacy integration by Jackrabbit.
  • Design, development and site management by Jackrabbit.

 

This is a private site, so no visitors allowed frown

credit score graphic
credit score graphic

Behind the scenes

  • broker.paragonmortgage.ca is powered by WordPress.
  • Custom code & legacy integration by Jackrabbit.
  • Design, development and site management by Jackrabbit.

 

This is a private site, so no visitors allowed frown

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