SaaS Portal

Product

IMB™ Portal — a Poket Marketing SaaS product

Challenge

Loan officers need a practical home for the information and resources they use every day. Poket saw an opportunity to create a subscription platform for IMB™’s loan officers, bringing lender programs, policies, training, and marketing materials together in one organized resource.

Solution

Poket Marketing designed and built a custom software-as-a-service (SaaS) product with a fully branded option for IMB™. IMB™ and its loan officers access the platform as subscribers.

The searchable platform brings lender and program information, structured summaries, comparison tables, and a policy matrix together with everyday business resources. Its library includes sales coaching and training, checklists and trackers, calculators, compliance and continuing education resources, white-label marketing, and onboarding tools. Membership access and an organized content structure support ongoing updates as the product evolves.

Product Architecture and Membership

Poket combined a managed WordPress foundation, our preferred enterprise-level YOOtheme Pro/UIkit interface, and a custom plugin layer. A membership layer handles protected content, subscriptions, and group membership, while custom fields structure profile and directory data. Together, these components support a subscription product with coordinated access, account, and content workflows.

Custom Account and Directory Workflows

Custom plugins connect the parts of the member experience that need to work together: branded login and password-reset screens, post-login routing, automatic membership-customer record creation, and front-end profile editing. Members can update their portal profile fields without accessing the administration area. A custom-built group last-login report gives administrators visibility into member activity.

Search and Data-Driven Content

Poket expanded search across every layer of the portal: website pages, dynamic data streamed into the platform, and messages posted in the integrated Rocket.Chat community. Client-managed data sources keep portal information up to date, while one global search tool brings that information together with site content and community conversations. Members can find resources, lender information, and shared knowledge through a single search experience.

Connected Tools and Automation

The portal brings recurring events, embedded Rocket.Chat conversations, and member forms into the same branded experience. Select form submissions connect to an external ticketing system managed by the client for follow-up workflows, linking information collected in the portal with the team’s operational flows.

Supporting Loan Officer Productivity

As part of IMB™’s broader support system, the portal helps loan officers work efficiently and connect clients with relevant lender information and loan options. Bringing program details, policy guidance, and shared expertise into one searchable platform helps LOs evaluate options for each client and compete with bank offerings in a high-interest-rate market.

That support serves a leading team: IMB™ ranked as the #1 producing Colorado-based mortgage brokerage by Colorado loan volume and units, with 694 Colorado loans and more than $337 million in Colorado loan volume.

Source: RETR, 2026 year-to-date Colorado mortgage production data through September 9, 2026, as supplied and confirmed by IMB™. Rankings are based on Colorado-headquartered mortgage brokerages.

Portal Screenshots