Clear Trust
Clear Trust is one of the fastest-growing and top-performing firms in Canada with 150+ brokers based in Vancouver and Toronto.
Two Lofty Website Design Goals
The folks from Clear Trust approached Bone with two goals. They wanted a gorgeous redesign of their website to attract new leads. Just as critically, they needed to construct a back-end system that would streamline the mortgage process, while maintaining reliability and industry compliance.
Visit Clear TrustConveying Their Personality
In a traditionally conservative industry, we wanted to get noticed and set Cleartrust up for the future. Taking on a unique look and feel that differentiates Clear Trust from their corporate competitors. The organic, flowing designs communicate CT’s friendly, approachable nature, with a consistent, memorable colour scheme reinforcing their reliability and professionalism.
Application Made Easy
Modern consumers want to be informed before they jump into a big commitment, but they also want it to be fast and easy to accomplish their goals. With that in mind, we crafted the site around a step-by-step layout.
First, visitors can see what types of mortgages are available, so they know what service they’re looking for. Next step, they can use our calculator to get a rough feel for what they can afford. Armed with this knowledge, they can take the final step of contacting CT to start their application. The process allows jumping ahead, so experienced clients can bypass the first two steps and get right to the application.
Streamlined Architecture
We created a new back-end software for Clear Trust’s brokers, designed around their specific needs, ensuring it would surpass the functionality of off-the-shelf software.
Notifications and reminders streamline communications between clients and the brokerage, and ensure the process goes smoothly. The tool also helps CT coordinate their Vancouver and Toronto teams, providing a single source of truth no matter where in the world the broker is located.
Exceeding Standards
The mortgage industry is highly regulated, which sets a high bar for reliability and reporting. Our software helps ensure everything in is one place, tracked, and timestamped. Important files are locked to prevent accidental deletion. With these unique safeguards in place, it becomes easier to meet and exceed standards.
Even the most experienced professionals benefit from having tools that are tailored to the exact needs of their industry. With every aspect of Clear Trust’s back-end tailored to the mortgage industry, it speeds up the process.
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