The Sugar Refinery has delivered phase I of a custom SugarCRM solution aimed at the home loan remortgaging vertical.

Developed specifically for a client working in this market, the solution provides features for managing leads, converting leads into applicants, simplifying the management of the loan application process, and enhanced management reporting through custom charting of the sales and commission pipelines.

Phase II of the project will add enhanced document management and manage vendor relationship management to the solution.