Taygo app
TAYGO for Business helps mortgage agents manage leads, communicate with clients, handle calls, and strengthen their online presence from one connected business app.
About Project
TAYGO for Business is a productivity and customer-management app created for mortgage agents and lending teams. It brings lead management, communication, calling, chat support, and web presence tools into one streamlined workspace.
iRoid Solutions developed the Android and iOS applications using Jetpack Compose and Swift, focusing on a clean, efficient experience that helps agents respond faster, stay organized, and manage more of their daily work from a mobile device.
Technology Stack
Tools
Xcode
VS code
Git
Cloud/Server
AWS
GoDaddy
Apache
Database
MySQL
MongoDB
Mobile
Swift
Kotlin
Android
iOS
JetPack Compose
Team Members
Android
1 Member
IOS
1 Member
Laravel
1 Member
php
1 Member
QA
1 Member
Project Manager
1 Member
Project Description
Mortgage agents often manage leads, calls, follow-ups, customer questions, and online branding across multiple disconnected tools. TAYGO was designed to bring these activities together so agents can spend less time switching between platforms and more time helping customers move forward with their mortgage journey.
The app gives agents a centralized space to organize incoming leads, communicate with prospects, make or manage calls, and stay connected with customers throughout the lending process. It also supports web presence management, helping mortgage professionals build and maintain a more consistent digital identity.
Our team delivered native mobile experiences for both platforms—Swift for iOS and Jetpack Compose for Android. The interface was designed around speed and clarity, allowing agents to quickly check lead activity, respond to messages, follow up with prospects, and manage customer interactions while working in the office or on the go.
Business Goals
The primary business goal for TAYGO was to improve productivity for mortgage agents by combining lead management, communication, calling, and digital presence tools into one practical business solution.
For mortgage companies and independent loan officers, the platform aims to reduce missed follow-ups, improve response times, and create a more consistent customer experience. By keeping important business activity in one place, TAYGO also helps agents stay focused on converting leads and building long-term client relationships.
The broader vision is to give mortgage professionals a self-service digital workspace that simplifies operations while helping them grow their online presence and manage customer journeys more efficiently.
Features
Automated Lead Management
Agents can organise and manage leads from a central workspace, making it easier to track prospects, follow up on time, and avoid losing opportunities.
Lead Follow-Up Support
The app helps agents maintain consistent communication with potential customers throughout the mortgage process, from the first enquiry to the next stage of the conversation.
Integrated Calling System
Built-in calling functionality allows agents to connect with customers without relying on separate communication tools, keeping call activity closer to lead records.
Customer Communication
Agents can manage conversations and respond to customer questions through a connected communication experience designed for faster and more organized interactions.
Real-Time Chat Support
Chat functionality gives agents and customers a direct way to communicate, clarify questions, and keep conversations moving without unnecessary delays.
Web Presence Management
TAYGO helps mortgage professionals strengthen their digital presence through tools for managing their online branding and mortgage website experience.
Digital Branding Support
Agents can present a more professional and consistent identity online, helping customers find relevant information and connect with the right mortgage professional.
Mobile-First Productivity
Native iOS and Android applications allow agents to manage customer activity, leads, calls, and communication from almost anywhere.
Simple Business Dashboard
A focused interface brings important tasks and customer activity closer together, helping agents understand what needs attention without navigating through complicated systems.
Secure, Scalable Platform Foundation
Native Swift and Jetpack Compose development provides a stable foundation for delivering reliable experiences across iPhone and Android devices while allowing the product to evolve with future business needs.
Typography & Color Palete
Challenges & Solutions
Challenges
Solutions
Managing leads across disconnected tools
Mortgage agents often work with information spread across spreadsheets, calling tools, messaging apps, and separate customer-management systems.
We designed TAYGO around a centralised workflow where lead management, communication, calling, and follow-ups are brought closer together. This helps agents spend less time searching for information and more time engaging with customers.
Reducing missed follow-ups
A delayed response can cause a mortgage lead to lose interest or move to another provider.
Lead-focused screens and activity-driven workflows make it easier for agents to identify active prospects, review conversations, and take the next action quickly.
Balancing multiple communication channels
Agents need to switch between calls, messages, and chat while keeping the customer journey organized.
We created a connected communication experience that brings calling, chat, and customer interactions into a more unified flow, reducing unnecessary app switching.
Making a complex business process feel simple
Mortgage operations involve several steps, but agents may need to access information quickly while travelling, attending meetings, or speaking with customers.
The mobile UI was structured around clear navigation, focused screens, and easy-to-understand actions. Swift and Jetpack Compose helped us create responsive native experiences for iOS and Android.
Helping agents build a professional online presence
Many independent mortgage professionals need a strong digital identity but may not have the time or technical knowledge to manage multiple web tools.
TAYGO includes web presence and digital branding capabilities that help agents create and manage a more consistent online experience without depending entirely on manual technical support.
Supporting different agent workflows
Mortgage agents and employees may follow different processes depending on their responsibilities, teams, and customer segments.
The product was designed as a flexible business workspace that can support lead management, communication, calling, and online presence activities within one adaptable platform. This gives TAYGO room to serve individual agents as well as larger mortgage operations teams.
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