Secure One Financial (SOF) engaged Endertech to replace legacy tools and manual processes with a modern, integrated platform. Together we designed and built a custom proposal portal for agents, a middleware layer that connects to multiple CRMs, and a high-volume mailing database that can consolidate and deduplicate millions of records.
Client Context
Secure One Financial is a financial services company that works with clients carrying significant consumer debt. The business relies on field agents and internal admins who must:
Access up-to-date client and debt information from external CRMs and data providers.
Generate clear, compliant proposals showing current debt, proposed program terms, and projected outcomes.
Communicate with clients quickly via email and SMS.
Manage large mailing lists from multiple providers for ongoing outreach.
Existing systems made these tasks slow and fragmented. Agents bounced between legacy software, third-party CRMs, spreadsheets, and email tools, with limited automation and little central control.
The Challenge
SOF needed more than a simple website. They needed a technical foundation that could:
Act as middleware between several external CRM and debt data platforms (including LeadsConnection / Debttrakker, Zenith CRM, and other providers) rather than tying agents to a single vendor.
Give agents a streamlined portal to search clients, configure program terms, and generate high-quality proposals in minutes.
Ensure proposals and follow-ups reached clients reliably via both email and SMS.
Consolidate disparate mailing lists from multiple providers, standardize formats, and remove duplicates at scale—up to roughly 2 million rows across about 80 spreadsheets.
Handle large imports and exports asynchronously so operations could continue without timeouts or failed jobs.
At the same time, the system needed to stay flexible. SOF’s CRM landscape was evolving, and any solution had to accommodate new or changing integrations over time.
The Opportunity
By investing in a custom platform, SOF saw the opportunity to:
Give agents a single, consistent experience for working with client data—regardless of which CRM the data originated from.
Automate proposal generation with accurate calculations pulled from external debt systems.
Reduce manual spreadsheet work and duplicate records in outreach lists, improving list quality.
Support Spanish-speaking clients with localized proposal templates and UI options.
Build a technical foundation that could evolve with new CRMs, providers, and campaigns.
Endertech’s Role
Endertech served as SOF’s technical partner from early planning through development and iterative enhancement. Our responsibilities included:
Leading a structured Planning Phase to turn a legacy tool and ideas into concrete blueprints and an estimated, prioritized Jira backlog.
Designing the architecture for a middleware application that would sit between external CRMs and an agent/admin portal.
Implementing the portal UI with React Admin, backed by a custom API and data model.
Designing and building a separate React Admin mailing database application focused on high-volume imports, exports, and deduplication.
Integrating messaging providers (SendGrid for email, Twilio for SMS) and scheduling automated jobs.
Refactoring the system to support multiple CRM integrations over time.
Our Approach
Structured Planning and Backlog Creation
We began with a dedicated Planning Phase centered on:
Reviewing SOF’s legacy proposal software and workflows.
Studying the APIs of key platforms, including external CRMs, messaging providers, and scheduling tools.
Designing a relational database to act as “glue” between external CRMs and proposal documents.
Defining agent and admin roles, login flows, dashboards, and proposal views.
Documenting all proposal calculations, editable variables, and business logic for success/failure cases.
The output was a detailed Jira backlog with technical specifications, visual mockups of proposals, and clear priorities. This became the roadmap for subsequent development sprints.
Iterative, Sprint-Based Development
Development was executed through regular two-week sprints. For each sprint we:
Selected the highest-value tasks from the backlog (e.g., proposal fields, dashboards, CRM endpoints, mailing imports).
Implemented and tested features in staging environments.
Reviewed progress with SOF, gathered feedback, and refined priorities.
Continually groomed the backlog for future work, including multi-CRM enhancements and performance tuning.
What We Delivered
1. Agent & Admin Proposal Portal
At the core of the system is a web portal that allows admins and agents to log in and work with client proposals. Key capabilities include:
User management: Admins can create, read, update, and delete admin and agent accounts, with role-based authorizations and password reset flows.
Agent dashboard: Agents see only their assigned clients; admins can see all clients. Lists support sorting and filtering for quick access.
Client views and calculations: Agent and admin views show each client’s creditors, total accounts, total debt, minimum payment, interest cost, FICO score, and other financial variables needed for proposals.
Configurable program terms: Agents can add or adjust program terms (such as repayment terms and rates) and immediately see updated calculations in the proposal view.
Rich proposal template: Proposals include prepared-for/by details, date prepared, utilization rate and explanations, underwriting responses, solution sections, program detail summaries, savings and impact sections, and clear calls to action.
PDF generation & sharing: Proposals can be generated as PDFs, previewed, downloaded, emailed, or texted directly from the portal.
The result is a focused workspace where agents can move from data to client-ready proposal in a single session.
2. Middleware & Multi-CRM Integration Layer
To avoid locking SOF into a single CRM, Endertech implemented a middleware layer and data model that can integrate with multiple providers.
External CRM integration: The system connects to external CRMs and debt data APIs for client lists and proposal calculation data, with scheduled jobs to synchronize agents and client data.
Identity mapping: We introduced
agent_crm_identityandclient_crm_identityentities to map internal records to CRM-specific identifiers, enabling one portal to work across multiple CRMs.CRM API abstraction: A
CrmApiServiceInterfaceand resolver layer allows the application to talk to different CRM APIs through a common interface, reducing coupling and easing future changes.Webhooks and logging: The system handles callbacks for client creation and updates, and logs both API requests and responses for agents and clients, improving traceability and debugging.
CRM-aware UI: Frontend components were refactored to be CRM-aware, so list views and client detail pages can adapt as SOF’s CRM strategy evolves.
This architecture turns the portal into a stable front-end for agents while allowing SOF’s back-end data sources to change over time.
3. Messaging & Operational Automation
Client communication is built directly into the platform:
Email via SendGrid: The system integrates with SendGrid for transactional emails, including account setup, password resets, and sending proposals to clients. Every email is logged for auditability.
SMS via Twilio: Agents can text proposal links to clients through a Twilio integration, with SMS events also logged in the system.
Scheduled jobs: Cron-based tasks run on defined schedules to update agents from external systems and support drip-style communications where needed.
By centralizing email and SMS workflows, SOF can ensure consistent messaging and track activity without juggling separate tools.
4. High-Volume Mailing Database & Deduplication
In a separate but related project track, Endertech built a dedicated mailing database tool using React Admin for SOF’s internal team.
Provider-agnostic imports: Admins can upload CSV files from four different providers, each with different column structures. The system supports manual header standardization and tagging each import with its provider.
Large-scale processing: The importer is optimized for uploads in the range of 100,000–200,000 records per file and is designed to support up to roughly 1,000,000 records per import and about 2,000,000 rows across all spreadsheets.
Asynchronous jobs: Imports and exports run asynchronously to prevent timeouts. Admins see immediate status feedback, and receive email notifications when long-running jobs complete.
Robust deduplication: Dedup rules use combinations of address and name fields. Records with the same address but different names are not treated as duplicates, reflecting SOF’s real-world data nuances.
Master and incremental exports: Admins can export a fully deduplicated master list or a cleaned export for a specific new import, with duplicates removed against both the upload and the master database.
This tool turns messy, vendor-specific spreadsheets into a consistent, deduplicated contact asset that is ready for downstream marketing or outreach systems.
5. Timeframe-Aware Deduplication
To better support campaign planning, the mailing database includes timeframe-sensitive deduplication logic:
Admins can associate vendor uploads with a specific timeframe (e.g., campaign period).
The data model tracks when records were last added to the deduplicated list.
Duplicate detection can be constrained by timeframe, letting SOF understand how many unique records they have for a particular period and avoid over-contacting the same households.
UI enhancements surface timeframe-related metrics and provide clear visibility into how many records are new vs. repeats.
This gives SOF more control over list strategy and reduces the risk of oversaturating contacts.
6. Localization for Spanish-Speaking Clients
Recognizing SOF’s diverse client base, the portal and proposal templates were enhanced with Spanish-language support:
Key proposal content and UI elements were translated into Spanish.
System behavior can default proposals to the client’s preferred language.
Frontend toggles allow agents to quickly work with Spanish-speaking clients.
This improves clarity and trust for an important segment of SOF’s audience.
7. Infrastructure, Environments & Deployment
Endertech also addressed the practicalities of running and evolving the system:
Staging environments were set up to mirror production for safe testing of new features and CRM integrations.
Production deployments were planned with dedicated servers and separate domains for admin use.
Developer workflows were standardized around a shared Git repository and local environment setup, ensuring consistent deployments and easier onboarding.
Complexity Handled
Several aspects of this engagement demonstrate Endertech’s ability to handle real-world complexity:
Multi-CRM environment: Designing identity mapping and an abstraction layer to support multiple CRMs without disrupting agent workflows.
Webhook and API coordination: Managing callbacks, scheduled updates, and detailed logging to keep SOF’s internal database in sync with third-party systems.
High-volume data operations: Importing and exporting hundreds of thousands to millions of records via asynchronous pipelines, with clear feedback and notifications.
Timeframe-based deduplication: Implementing nuanced data rules that reflect how SOF actually builds and reuses lists over time.
PDF and email rendering: Producing visually consistent proposal documents that render well across common email clients.
Localization: Extending a data-heavy, logic-rich system to support Spanish content without duplicating business logic.
Results & Business Value
While specific KPIs are confidential, the combined portal, middleware, and mailing database have produced clear qualitative benefits for SOF:
Centralized proposal operations: Agents and admins can generate, preview, email, and text proposals from a single portal instead of juggling multiple tools.
Consistent data across systems: CRM integrations and identity mapping give SOF a more coherent view of clients and leads drawn from different sources.
Reduced manual list work: The mailing database consolidates vendor spreadsheets into a deduplicated master list, reducing time spent cleaning data and managing duplicates.
Improved responsiveness: Performance improvements to admin/agent lists and client detail pages make the system more usable day-to-day.
Better client communication: Integrated email and SMS delivery, plus Spanish-language support, help SOF reach clients in a timely and accessible way.
Stronger foundation for growth: The CRM-agnostic architecture and React Admin-based tools position SOF to adapt as they change providers, add new campaigns, or expand their team.
Why This Work Matters
This engagement shows how Endertech helps service-oriented financial businesses turn operational complexity into practical software. Rather than building a single-purpose app, we delivered:
A middleware platform that can evolve with changing CRMs.
A proposal engine aligned with real financial calculations and workflows.
A scalable mailing database tuned to the realities of high-volume list management.
For organizations that rely on agents, external data providers, and large contact lists, this project illustrates Endertech’s ability to understand the business model, design the right architecture, and implement reliable, maintainable systems.
Need a Similar Solution?
If your financial services or sales organization is struggling with legacy tools, disconnected CRMs, or manual list management, Endertech can help. We specialize in:
Custom web application development
CRM and third-party API integrations
High-volume data processing and deduplication
Transactional email and SMS workflows
Ongoing support and iterative improvement
Reach out to discuss how we can design and build a platform that fits your workflows and supports your growth.